Lutz Financial

Lutz Financial is a registered investment adviser established in 2000 in Nebraska, offering investment advisory services to individuals, high net worth individuals, retirement plans, charitable organizations, and business entities. The firm provides discretionary or non-discretionary investment advisory services based on a percentage of assets under management. Clients may also engage in financial planning and consulting services on a fixed fee or hourly rate basis. Lutz Financial primarily recommends mutual funds, individual bonds, and ETFs for client accounts. The firm also offers retirement plan consulting services to various types of plans. Clients have the option to participate in the Automated Investment Program, which features asset management services without financial planning. Lutz Financial does not participate in performance-based fees and has not been subject to disciplinary actions. The firm recommends Charles Schwab and Nationwide as custodians and does not receive compensation for client referrals. Clients receive regular account statements and reports, and Lutz Financial does not vote client proxies. The firm's Chief Compliance Officer, James P. Boulay, is available to address any client inquiries.