LifeTyme Financial Advisors, LLC

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Total assets under management

Total clients

437

0% high-net worth

Total advisors

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

Client services

Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Percentage

$0 - $500,000: 0.99% annually $500,001 - $1,000,000: 0.99% annually $1,000,001 - $4,000,000: 0.99% annually $4,000,001+: 0.99% annually

Commissions

Associated persons may receive commissions from insurance products sold, separate from advisory fees.

Other

Fee-only: Annual fees up to 0.99% of assets under management, negotiable based on amount of assets and model portfolio chosen.

Disclosures

Business activities & affiliations

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.

Main office location

LifeTyme Financial Advisors, LLC

14362 N. Frank Lloyd Wright Blvd., Suite 1240

Scottsdale AZ 85260, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 602-774-4735

Advisors at this firm

Leong N

Series 63, Series 65

Scottsdale, AZ

LifeTyme Financial Advisors, LLC

Catherine S

Series 63, Series 65

Scottsdale, AZ

LifeTyme Financial Advisors, LLC

Mckenzie K

Series 65

Scottsdale, AZ

LifeTyme Financial Advisors, LLC

Christian P

Series 63, Series 65

Williamston, SC

LifeTyme Financial Advisors, LLC

Alexis L

Series 65

Fairbanks, AK

LifeTyme Financial Advisors, LLC

Vincent D

ChFC®, Series 63, Series 65

Scottsdale, AZ

LifeTyme Financial Advisors, LLC

Marjan B

Series 65

Scottsdale, AZ

LifeTyme Financial Advisors, LLC

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