Advisor at Lifetime Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lifetime Financial Advisors Inc
Location
Cloverdale, CA
Credentials
CFP®, Series 66
Industry experience
7 years
David Mathias is a CFP® professional with seven years of industry experience. He is currently affiliated with Lifetime Financial Advisors Inc and holds the Series 66 designation. His prior experience includes roles at LPL Financial, CUSO Financial Services, and First Tech Federal Credit Union. Lifetime Financial Advisors, Inc. is a small registered investment adviser that provides personalized financial planning and retirement-plan recommendations to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes a consultative, report-driven approach with a focus on mutual funds, offering services through hourly and retainer billing without discretionary portfolio management or asset custody.
Based on Lifetime Financial Advisors Inc
Associated persons who are registered representatives may receive normal and customary commissions for securities transactions
Standard hourly rate of $250; hourly fees from $50 to $250 for special projects
Annual retainer fee of $500 - $5,000 per year, billed monthly
Fee-only: Hourly fees ranging from $50 to $250 per hour; Financial Planning fees from $2,500 to $25,000; Annual retainer fees from $500 to $5,000 per year charged monthly; Participant Retirement Program flat fees from $150 to $500
Cloverdale, CA
California · Texas
Lifetime Financial Advisors
2022 - Present (4 years)
Lifetime Financial Advisors Inc
2021 - 2022 (1 year)
LPL Financial, llc
2020 - Present (6 years)
Lifetime Financial Advisors Inc
2020 - 2021 (1 year)
LPL Financial, llc
2019 - 2020 (1 year)
Lifetime Financial Advisors Inc
2019 - 2020 (1 year)
Cuso financial services
2018 - 2019 (1 year)
CUSO Financial Services, LP
2018 - 2019 (1 year)
First Tech Federal Credit Union
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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