Lifetime Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,250,000
Total clients
3
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
3
Average account size
$4,750,000
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Fixed fees for financial planning services such as $350 for asset allocation and investment reviews, $1500 for overall financial reviews
$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 earned through affiliated broker-dealer ONESCO for securities and insurance products, separate from advisory fees
$150 per hour for consulting services
Fee-only: Financial planning fees charged hourly ($150/hour) or fixed fees ($350 for asset allocation and investment reviews; $1500 for overall financial reviews)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Lifetime Financial Advisors LLC
2285 Eagle Pass Suite C
Wooster OH 44691, United States
Number of offices
1
Forms ADV
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