Advisor at Invest For A Lifetime, 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
Invest For A Lifetime, LLC
Location
Red Bank, NJ 07701
Credentials
Series 63, Series 65
Industry experience
41 years
Neil Piper is a financial advisor at Invest For A Lifetime, LLC with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and The Private Client Advisory Group LLC. Outside of advisory work, he is involved in life and fixed annuity insurance sales and operates a sole proprietorship. Invest For A Lifetime, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and business entities. The firm manages approximately $78 million primarily on a discretionary basis, combining fundamental and technical analysis to create diversified portfolios using in-house models and third-party managers.
Based on Invest For A Lifetime, LLC
Financial planning fixed fees range from $1,000 to $25,000 depending on scope
$0 - $999,000: 1.00% annually $1,000,000 - $2,500,000: 0.90% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001+: Negotiable
Certain supervised persons may offer insurance products on a commission basis; some are registered representatives earning commissions from securities transactions
Financial planning fees generally $400 per hour
Minimum fee: Financial planning fees generally $400/hour; fixed fees from $1,000 to $25,000 depending on service level
165 Highway 35, Suite 1
Red Bank, NJ 07701
New Jersey
Invest For A Lifetime, LLC
2021 - Present (5 years)
The Private Client Advisory Group LLC
2020 - 2021 (1 year)
LPL Financial
2018 - 2019 (1 year)
LPL Financial
2018 - Present (8 years)
Fortis Group Advisors LLC
2018 - 2021 (3 years)
LPL Financial
2018 - 2018 (1 year)
P&D Partnership, LLC
2009 - Present (17 years)
Invest For A Lifetime LLC
2003 - Present (23 years)
Invest Financial Corporation
2003 - 2018 (15 years)
Neil K. Piper, Sole Proprietor
1981 - Present (45 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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 66
Middletown, NJ
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Coastal Financial Advisors, Inc.
CFP®
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Pathways Financial Planning
Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
Series 63, Series 65
Red Bank, NJ
Olson, Cross & Alamo Advisors LLC
Series 63, Series 65
Keansburg, NJ
Solomon Investment Group, Inc.
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Adaero Capital Management, LLC
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