Advisor at LifeTyme Financial Advisors, LLC
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Firm
LifeTyme Financial Advisors, LLC
Location
Scottsdale, AZ 85260
Credentials
Series 63, Series 65
Industry experience
6 years
Catherine Smith is a financial advisor at LifeTyme Financial Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with six years of industry experience. She previously worked at McCauley Nicholson and Preder, CPAs and Koivisto CPAs. Smith is also involved as an insurance agent through LifeTyme Financial Group, LLC. LifeTyme Financial Advisors provides fee-based advisory services primarily as a co-advisor on a third-party platform, serving individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations. The firm follows Matson Money’s modern-portfolio and efficient-market investment approach and offers educational seminars and workshops for clients.
Based on LifeTyme Financial Advisors, LLC
Based on LifeTyme Financial Advisors, LLC
$0 - $500,000: 0.99% annually $500,000 - $1,000,000: 0.99% annually $1,000,000 - $4,000,000: 0.99% annually $4,000,000+: 0.99% annually
Supervised persons may receive commissions from insurance product sales.
Fee-only: Annual fee based on assets under management up to 0.99% annually, negotiable based on amount of assets and model portfolio chosen.
14362 N. Frank Lloyd Wright Blvd., Suite 1240
Scottsdale, AZ 85260
Alaska · Arizona · California · Colorado · Florida · Illinois · Texas
LifeTyme Financial Advisors, LLC
2019 - Present (7 years)
LifeTyme Financial Group, LLC
2019 - Present (7 years)
LifeTyme Financial Advisors, LLC
2019 - 2019 (1 year)
McCauley Nicholson and Preder, CPAs
2016 - 2019 (3 years)
Koivisto CPAs
2014 - 2016 (2 years)
UnEmployed
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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