Advisor at Lifestyle Financial Services, 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
Lifestyle Financial Services, LLC
Location
Martinez, GA
Credentials
Series 63, Series 65
Industry experience
9 years
Joseph Steadman is a financial advisor with Lifestyle Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Herrington Financial Services, Woodbury Financial Services, and First Command Financial Planning. Outside of advising, he is a professional speaker who presents on board games, game design, and strategy at conventions and cruises, and he has served as a deputy sheriff in Columbia County, Georgia. Lifestyle Financial Services is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm emphasizes personalized investment policies and asset allocation based on Modern Portfolio Theory, combining passive and active strategies alongside fundamental, technical, and cyclical analysis.
Based on Lifestyle Financial Services, LLC
Based on Lifestyle Financial Services, LLC
Flat fees ranging from $750 to $12,000 for project-based financial planning; estate planning fees from $350 to $2,450 depending on complexity; initial comprehensive financial plan fee up to $3,500 (may be reduced or waived).
$300 per hour for project-based financial planning services.
Ongoing financial planning fees of $2,100 annually, billed monthly (negotiable).
Account minimum: $100,000 (may be waived at firm’s discretion) Fee-only: Firm is fee-only, receiving no commissions or sales-related pay.
Martinez, GA
Georgia
Lifestyle Financial Services, LLC
2024 - Present (2 years)
Herrington Financial Services, Inc.
2020 - 2023 (3 years)
Woodbury Financial Services INC
2020 - 2020 (1 year)
First Command Financial Planning, Inc.
2015 - 2019 (4 years)
Steadman Wealth Strategies, LLC
2015 - Present (11 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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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