Lane Brothers Investment Counsel

What Lane Brothers Investment Counsel does

Lane Brothers Investment Counsel is a privately held, fee-only SEC Registered Investment Advisor founded in 1990 by Kevin Lane and headquartered in Prescott, Arizona, with a second office in Scottsdale. The firm provides fiduciary wealth management services to individuals and families across the United States, organized around five core service pillars: Fiduciary Investment Management, Financial Planning, Retirement Planning, Estate Planning Support, and Tax Strategy. Its service model targets clients in all life stages, with emphasis on pre-retirees, retirees, and multi-generational families seeking coordinated estate and wealth transfer planning.

The firm operates on a fee-only compensation model with no commissions, generating revenue primarily through asset management fees calculated as a percentage of assets under management and billed quarterly in advance, supplemented by fixed financial planning fees derived from hourly or project-based pricing. Technology is standard for the RIA category: Charles Schwab serves as the independent custodian holding client accounts, with a client portal pulling data nightly from Schwab; Riskalyze powers a free Portfolio Risk Assessment used as a lead generation tool; and Calendly supports advisor scheduling. A small team of six named professionals, including CFP, CPA, and Social Security specialists, operates under a multi-generational structure with a documented succession plan.

Lane Brothers pursues a high-touch, relationship-driven go-to-market centered on personal consultations, with virtual options available for out-of-state clients. Marketing relies on an educational Insights Blog covering retirement, tax, and estate topics, plus community speaking engagements and structured seasonal client communications. The firm is founder- and family-owned with no institutional investors, no parent company, and no disclosed revenue, AUM, or funding events.

Name

Lane Brothers Investment Counsel

Legal name

Lane Brothers Investment Counsel

Website

https://lanebrothers.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

Lane Brothers Investment Counsel is a fee-only SEC-registered wealth management firm founded in 1990, serving individuals, retirees, and multi-generational families across the United States with fiduciary investment management, financial, retirement, estate, and tax planning from Prescott and Scottsdale, Arizona.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Personal & Family Trust Services (FSAAANAA)

Keywords

• Fiduciary wealth management
• Investment advisory services
• Retirement planning services
• Estate planning support
• Fee-only financial planning

Headquarters

HQ city

Prescott

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Asset Management Fee: Percentage of assets under management (AUM), calculated on market value of investable capital, billed quarterly in advance. Fee-only structure with no commissions or product sales compensation.
2. Financial Planning Fee: Fixed fee derived from hourly rates or by project for consultative advice and financial planning services. May be included or in addition to Asset Management Fee depending on client situation.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Lane Brothers Investment Counsel is a fee-only fiduciary wealth management firm that provides investment management, financial planning, retirement planning, estate planning support, and tax strategy services to individuals and families across the United States. The firm's five-pillar service model is delivered from offices in Prescott and Scottsdale, Arizona, with all client accounts held at Charles Schwab as an independent third-party custodian. Engagement is structured around long-term advisory relationships with a 2% minimum household AUM threshold and a complimentary portfolio risk assessment for prospective clients.

Product overview

Lane Brothers Investment Counsel offers a unified wealth management platform comprising five core service pillars: Fiduciary Investment Management, Financial Planning, Retirement Planning, Estate Planning Support, and Tax Strategy. These services are designed to work holistically, with advisors providing fee-only fiduciary advice aligned to client goals. A complimentary Portfolio Risk Assessment tool is available as an entry point for prospective clients. The firm serves clients across the United States from offices in Prescott and Scottsdale, Arizona, with all accounts held at Charles Schwab as an independent custodian.

Differentiator

Problem solved

Functional benefit

Products and services

• Fiduciary Investment Management Discretionary and non-discretionary investment management services delivered under a fiduciary standard, with all client assets custodied at Charles Schwab as an independent third party. Designed for individuals and families seeking conflict-free, fee-only portfolio management.
• Financial Planning Comprehensive financial planning services offered on a fixed-fee or hourly basis, covering goals-based planning, budgeting, and coordination across the client's full financial picture. Targeted at individuals and families who need a holistic financial roadmap rather than ongoing AUM-based management.
• Retirement Planning Retirement planning services including income planning, distribution strategy, and Social Security timing analysis, supported by a dedicated Social Security Advisor. Geared toward pre-retirees and retirees seeking to optimize retirement income and longevity.
• Estate Planning Support Estate planning support services that coordinate with clients' estate attorneys and help integrate estate, legacy, and wealth transfer objectives into the overall financial plan. Intended for individuals and multi-generational families planning wealth transfer.
• Tax Strategy Tax strategy services delivered by a CPA-credentialed advisor, focused on integrating tax-efficient investment, retirement, and estate decisions. Designed for taxable households seeking to coordinate tax planning with broader wealth management.
• Complimentary Portfolio Risk Assessment A free portfolio risk assessment using Riskalyze offered to prospective clients as an entry point to engage the firm's advisory services. Aimed at individuals and families considering a switch to a fee-only fiduciary advisor.

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Charles SchwabcoreTechnology or IntegrationIndependent custodian for client accounts. Accounts are in client's name at Schwab with Lane Brothers as independent advisor. Schwab generates statements, tax documents, and provides online access. Client portal pulls data from Schwab nightly. Accounts carry three levels of insurance protection: SIPC, FDIC, and Lloyd's of London.
• Clearview Social Security AdvisorsminorImplementation/ SI/ Consulting PartnerNick Hurt specializes in Social Security consulting, providing guidance on retirement benefits, disability claims, and Medicare planning. Clearview is a separate entity with no affiliation to Lane Brothers; no compensation is given or received for LBIC clients using Clearview services.
• CPA and Estate Attorney NetworkcoreStrategic or Co-development PartnerCoordinates with client's CPA and estate attorney as needed to ensure broader financial strategy stays aligned. Doc Crandall serves as partner at one of the largest CPA firms in Northern Arizona, bringing tax planning and compliance expertise.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: Large fee-only fiduciary RIA offering investment, tax, estate and retirement planning for individuals and families; serves as a scaled-up version of Lane Brothers' model and is one of the most active acquirers of smaller independent RIAs.
• Edelman Financial Engines: Large independent RIA providing investment advisory and financial planning services to individuals and families; comparable fiduciary client base but with substantially greater scale and proprietary planning technology.
• Moneta Group: Fee-only RIA delivering integrated investment, tax, estate and retirement planning to high-net-worth individuals and families; similar fiduciary structure with greater scale and ongoing acquisition activity.
• Plante Moran Wealth Management: Wealth management arm of Plante Moran, providing fee-based investment advisory and financial planning to individuals and families; broader institutional footprint but functionally similar fiduciary advisory model targeting individuals.
• Mariner Wealth Advisors: National RIA platform delivering fiduciary investment management, financial planning, tax, and estate services; comparable service mix and is a leading consolidator of independent advisors in Lane Brothers' size range.

Emerging players

• Facet Wealth: Digital-first fiduciary RIA offering flat-fee financial planning and investment management to individuals; serves as a technology-led competitive threat to traditional relationship-driven RIAs like Lane Brothers.

Others

• Focus Financial Partners: Wealth management partnership platform that acquires and supports independent RIAs; relevant as a potential acquirer or strategic partner for Lane Brothers given its size and profile.

Direct peers

• Ronald Blue Trust: Fee-only fiduciary RIA offering integrated investment, financial planning, tax, and estate services to individuals and families; comparable multi-generational wealth focus and similar reliance on a values-driven, high-touch service model.
• Carson Wealth: Fee-based RIA offering comprehensive wealth management to individuals and families, with similar emphasis on holistic financial planning, retirement income strategy, and multi-generational relationship continuity.
• Halbert Hargrove: Fee-only, fiduciary RIA founded in 1983 serving individuals and multi-generational families across the U.S. with comparable scope of investment management, financial planning, estate and tax coordination; similar boutique scale and relationship-led model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/lane_brothers
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/lane-brothers-company-inc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lane Brothers Investment Counsel