Advisor at Lifeguide 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
Lifeguide Financial Advisors, LLC
Location
Mechanicsburg, PA 17055
Credentials
CFP®, CFA®, Series 65
Industry experience
5 years
Levi Greenly is a CFP®, CFA®, and Series 65-licensed advisor with five years of industry experience. He has worked at Lifeguide Financial Advisors, LLC since 2019 and has previous experience at AgChoice Farm Credit, Messiah College, DDPMP Investment Advisors, and the Elizabethtown Area School District. Lifeguide Financial Advisors is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach focuses on strategic asset allocation using low-cost mutual funds and ETFs, combined with a multi-step Financial LifePlan and values-based advice.
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
2019 - Present (7 years)
AgChoice Farm Credit
2019 - 2019 (1 year)
Messiah College
2016 - 2020 (4 years)
DDPMP Investment Advisors
2016 - 2016 (1 year)
Elizabethtown Area School District
2009 - 2016 (7 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.
Series 63, Series 65
Harrisburg, PA
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BrightPath Financial Advisors, LLC
Series 63, Series 65
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Retirement Collaborative LLC
Series 63, Series 65
Harrisburg, PA
William J. Sumski
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