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
ChFC®, Series 63, Series 65
Industry experience
31 years
Vincent Delfranco is a financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience and has been with LifeTyme Financial Advisors since 2011. Delfranco is also involved in insurance product sales and services as CEO of Allstar Financial Group, LLC and a member of LifeTyme Financial Group, LLC, as well as participating in a marketing and recruiting company. LifeTyme Financial Advisors 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 the Matson Money platform, focusing on asset-class mutual funds, periodic rebalancing, and target allocations.
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
Alaska · Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Minnesota · New Jersey · South Carolina · Texas
Ed 4 Feds
2020 - 2023 (3 years)
Lifetyme Financial Group, Llc
2014 - Present (12 years)
Lifetyme Financial, Llc
2014 - Present (12 years)
Lifetyme Financial Advisors, Llc
2011 - Present (15 years)
Allstar Financial Group, Llc
2011 - Present (15 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
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