Firm Information

Compensation
Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:From $300
Hourly Rate:$40 - $290/hr

Harbour Wealth Partners charges hourly fees for Personal Advisory Services (minimum $300) and Business Advisory Services (minimum $400), with the total estimated in advance. Personal CFO Services are billed either as a flat annual fee (billed quarterly) or hourly (billed quarterly). Hourly rates range from $40 for administrative staff to $290 for Eric Welch. Fees are negotiable prior to the execution of the engagement agreement. The client may terminate the agreement at any time and receive a refund of unearned fees.

Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

9820 Westpoint Drive Ste. 400, Indianapolis, IN, 46256

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Regulatory History (3)
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Criminal
September 2007
Final Disposition
Criminal
June 2007
Final Disposition
Criminal
April 2003
Final Disposition
Other Business Activities

Lane operates Harbour Wealth Partners, Inc and Live Well Sleep Well as DBAs for his LPL business. He also provides investment advisory services through Harbour Wealth Partners, Inc, dedicating minimal time to this activity.

Employment History
Current Registrations
Harbour Wealth Partners, INC.
December 2022 - Present · 3 yrs 1 mo
LPL Financial LLC
July 2022 - Present · 3 yrs 6 mos
LPL Financial LLC Broker
April 2022 - Present · 3 yrs 9 mos
State Registrations7 states
AZGAINKYNCOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Lane Adam Lyday - Financial Advisor | AdvisorDiscover