Advisor at LifeTyme Financial 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
LifeTyme Financial Advisors, LLC
Location
Scottsdale, AZ 85260
Credentials
Series 63, Series 65
Industry experience
17 years
Leong Ngu is a financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been associated with LifeTyme Financial Advisors since 2012 and also works with LifeTyme Financial Group, LLC and Allstar Financial Group, LLC. In addition to his advisory roles, he is an independent agent involved in the sales and service of Medicare supplements and insurance products. LifeTyme Financial Advisors, LLC 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 a modern-portfolio and efficient-market investment approach through Matson Money, offering non-discretionary advisory and ERISA plan services while Matson Money holds discretionary trading authority and custody.
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
Arizona · California · Georgia
LifeTyme Financial Group, LLC
2014 - Present (12 years)
LifeTyme Financial Advisors, LLC
2012 - Present (14 years)
Allstar Financial Group, Llc
2011 - Present (15 years)
INDEPENDENT INSURANCE AGENT
2004 - Present (22 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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")