Moody, Lynn, Lieberson & Walker, LLC
Boston, MA·SEC-registered · CRD #283549
Moody, Lynn, Lieberson & Walker, LLC is an SEC-registered investment advisory firm in Boston, MA managing $2.4B across 1.1k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.4B
Client accounts
1.1k
Advisory staff
8
Fee model
Fee-only
How Moody, Lynn, Lieberson & Walker, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Moody, Lynn, Lieberson & Walker, LLC
How much does Moody, Lynn, Lieberson & Walker, LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Moody, Lynn, Lieberson & Walker, LLC reports $2.4B in regulatory assets under management across roughly 1.1k client accounts.
How does Moody, Lynn, Lieberson & Walker, LLC charge?
Moody, Lynn, Lieberson & Walker, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Moody, Lynn, Lieberson & Walker, LLC a fiduciary?
Yes. Moody, Lynn, Lieberson & Walker, LLC is registered with the U.S. Securities and Exchange Commission (CRD #283549), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Moody, Lynn, Lieberson & Walker, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Moody, Lynn, Lieberson & Walker, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Moody, Lynn, Lieberson & Walker, LLC's public SEC Form ADV filing (CRD #283549, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Moody, Lynn, Lieberson & Walker, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Moody, Lynn, Lieberson & Walker, LLC? Claim this profile.