Advisor at Lifeguide Financial Advisors, LLC
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Firm
Lifeguide Financial Advisors, LLC
Location
Mechanicsburg, PA 17055
Credentials
CFP®, Series 66
Industry experience
20 years
Holly Whitmire is a CFP® professional with 20 years of industry experience. She has been with Lifeguide Financial Advisors, LLC since 2018 and previously worked at Ameriprise Financial Services, Inc. for 12 years. Outside of her advisory role, she is involved in managing a non-investment Airbnb property. Lifeguide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes structured life planning and values-based advice, utilizing a multi-step Financial LifePlan process and a strategic asset allocation approach that incorporates low-cost mutual funds, ETFs, and select alternative investments.
Based on Lifeguide Financial Advisors, LLC
Initial one-time fixed fees up to $10,000 or $20,000 for financial plans; project fees up to $20,000
$0 - $100,000: 1.60% $100,001 - $500,000: 1.30% $500,001 - $1,000,000: 0.93% $1,000,001 - $5,000,000: 0.60% $5,000,001+: 0.37%
Hourly fees up to $800 per hour
Fixed monthly ongoing planning, coaching, and advice fees up to $5,000 per month
Account minimum: $1,125,000 Minimum fee: Minimum annual fee of $1,800 per household per year for Investment+, Essentials, Essentials+, Signature, Premier, and Wrap Fee Programs; minimum annual fee of $4,800 per household per year for Signature program's combined fees Fee-only: Hourly fees up to $800 per hour; project fees up to $20,000; fixed initial fees up to $10,000 or $20,000 depending on program; fixed monthly fees up to $5,000 per month for ongoing advice
400 W Main St.
Mechanicsburg, PA 17055
Pennsylvania
Lifeguide Financial Advisors, LLC
2018 - Present (8 years)
Ameriprise Financial Services, inc.
2006 - 2018 (12 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
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Broker-dealer / trader
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Bank
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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.
Series 63, Series 65
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