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Stefan Garcia

Advisor at Lifetime Financial Advisors LLC

Updated today
Lifetime Financial Advisors LLC logo

Firm

Lifetime Financial Advisors LLC

Location

Wooster, OH 44691

Credentials

CFP®, Series 66

Industry experience

24 years

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Fixed fees for financial planning services such as $350 for asset allocation and investment reviews, $1500 for overall financial reviews

Percentage

$0 - $250,000: 1.25% $250,001 - $750,000: 1.00% $750,001 - $1,250,000: 0.75% $1,250,001 - $3,250,000: 0.50% $3,250,001+: Negotiable

Commissions

Commissions earned through affiliated broker-dealer ONESCO for securities and insurance products, separate from advisory fees

Project-based

$150 per hour for consulting services

Other

Fee-only: Financial planning fees charged hourly ($150/hour) or fixed fees ($350 for asset allocation and investment reviews; $1500 for overall financial reviews)

Work history

THE O.N. Equity Sales Company

2001 - Present (25 years)

Ohio National Life Insurance

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Kelly Uber is the Vice President and Branch Leader at Fidelity Investments, a position held since 2024. In this role, Kelly leads a team of financial professionals focused on addressing client needs and ensuring clients feel confident about their financial future. Prior to this, Kelly served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and held roles as Planning Consultant at Fidelity Investments from 2020 to 2022, Investment Center Consultant at Key Investment Services from 2018 to 2020, and Premier Relationship Manager at Citizens Bank from 2015 to 2018. Kelly's professional experience spans various positions in financial services, emphasizing client-focused strategies and team leadership. Outside of work, Kelly has interests in baseball, board games, parenthood, puzzles, and traveling.

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