Advisor at Lifeworks Advisors, LLC
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
Lifeworks Advisors, LLC
Location
Hickory, NC 28601
Credentials
Series 63, Series 66
Industry experience
25 years
Jonathan Spatz is a financial advisor at Lifeworks Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms, including Brookstone Wealth Advisors, Insight Folios, and VOYA Financial Advisors. Outside of advisory work, he is the owner and insurance agent of Spatz Delmonico LLC and Epic Income Advisors, both involved in commissionable insurance sales, and is engaged with Benefit Solutions Inc., a health insurance brokerage and third-party administrator. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.
Based on Lifeworks Advisors, LLC
Based on Lifeworks Advisors, LLC
Financial planning fees up to $50,000 (one-time or ongoing monthly up to $4,167)
Up to 1.50% annually
2571 Springs Rd Ne
Hickory, NC 28601
North Carolina
LifeWorks Advisors, LLC dba Epic Income Advisors
2023 - Present (3 years)
Brookstone Wealth Advisors, LLC
2022 - 2023 (1 year)
Insight Folios
2021 - 2022 (1 year)
Spatz Delmonico LLC
2020 - Present (6 years)
Retirement Wealth Advisors, Inc.
2019 - 2021 (2 years)
Formulafolio Investments, LLC
2019 - 2021 (2 years)
Epic Financial Advisors LLC
2016 - 2018 (2 years)
Epic Income Advisors LLC
2016 - Present (10 years)
Benefit Solutions, Inc.
2015 - Present (11 years)
VOYA Financial Advisors
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 66
Granite Falls, NC
Continuum Financial, LLC
Series 63, Series 65
Hickory, NC
Hickory Financial Group, LLC
CFP®, Series 63, Series 66
Hickory, NC
Thayer Financial, L.L.C.
Series 63, Series 65
Conover, NC
Hammerhead Financial Strategies, LLC
CFP®, ChFC®
Hickory, NC
Thayer Financial, L.L.C.
I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.
CFA®
Hickory, NC
ABS Legacy Partners, LLC
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