Active Lifestyle Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
31
32% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
TypicalAverage account size
$0
About
Active Lifestyle Financial Planning serves individuals, families and small businesses with holistic, fee-only financial planning and investment advice, and also offers tax planning and tax-preparation services. Services are delivered in modular formats — comprehensive ongoing planning, project-based engagements, and shorter financial reviews — covering cash flow, retirement, education, insurance, estate planning and investment strategy.
The firm’s investment approach emphasizes strategic, passive asset allocation grounded in Modern Portfolio Theory, implemented primarily with low-cost index funds and ETFs while prioritizing cost control and tax efficiency. Advisory relationships are non-discretionary: the firm does not custody client assets or trade for client accounts and typically assists clients in implementing recommendations rather than executing trades on their behalf.
Compared with many independent peers, the firm does not use the common percentage-of-assets-under-management fee model; instead it charges fixed annual and project fees tied to a client’s income, assets and complexity and accepts no commissions or third‑party product compensation. It also explicitly integrates tax-preparation and coordinated tax planning into its service set and maintains no minimum income or asset requirements, which can suit self-directed investors seeking comprehensive, non‑product-based advice.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Project Engagement fees are flat fees agreed upon in advance; Financial Fitness Review fee is $1,000
Minimum fee: Minimum Comprehensive Engagement Fee: $4,800 per year Fee-only: Fixed annual fees based on client income, assets, and complexity; Comprehensive Engagement fees range from $4,800 to $30,000 per year; Project Engagement fees are flat fees agreed in advance; Financial Fitness Review fee is $1,000
Main office location
Active Lifestyle Financial Planning
Charleston SC, United States
Number of offices
1
Most active in
Active Lifestyle Financial Planning has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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