Advisor at Financial Lifestyle Management
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
Financial Lifestyle Management
Location
Greenville, TX 75401
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Comprehensive financial planning fees range from $1,500 to $3,000; 50% due at engagement, remainder upon plan delivery
$0 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $5,000,000: 0.75% annually (0.1875% quarterly) $5,000,001 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,001+: 0.25% annually (0.0625% quarterly)
$250 per hour
Account minimum: No minimum account size; however, a minimum annual fee of $500 applies for smaller portfolios Minimum fee: Minimum annual fee of $500 per year for smaller accounts Fee-only: Fee-only firm; no commissions accepted; fees paid only by clients
FLM Financial Lifestyle Management LLC dba Financial Lifestyle M
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Commerce, TX
Edward Jones
Series 63, Series 66
Royse City, TX
Fidelity
Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been employed since 2020. In his current role since 2025, he focuses on helping clients optimize the benefits their companies offer and works to build long-lasting relationships that support clients' financial goals. Prior to this, he held various positions within Fidelity, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Before joining Fidelity, Joshua worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua's career has provided him with experience in benefits planning, workplace consulting, and high net worth client services. This background supports his work in assisting clients with both short and long-term financial planning. Outside of his professional responsibilities, Joshua enjoys comedy, family activities, football, golf, and traveling.
Series 66
Royse City, TX
Edward Jones
Series 66
Greenville, TX
Edward Jones
Series 66
Commerce, TX
Edward Jones
CFP®, Series 66
Greenville, TX
Edward Jones
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