F
Financial Lifestyle Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,674,394
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
114
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
114
Very HighAverage account size
$269,074
About
FLM provides fee-only financial planning and discretionary portfolio management primarily for individuals and families, and also serves trusts, estates, business entities and charitable organizations. The firm acts as a fiduciary and manages roughly $31 million in discretionary client assets across about 114 client relationships.
The firm’s investment process emphasizes asset allocation documented in written Investment Policy Statements and uses a mix of active and passive mutual funds and ETFs, with access to individual equities, fixed-income instruments, structured notes and REITs when appropriate. FLM typically implements strategies on a discretionary basis, conducts regular monitoring and rebalancing, and may recommend third‑party managers or custodial solutions to support portfolio administration.
Compared with many independent advisers, FLM is notable for including charitable organizations among its client types and for providing limited tax‑preparation support to a small number of clients. The firm also combines a preference for low‑cost, no‑load investments with the flexibility to include less liquid or alternative instruments and outside managers for specialized allocation needs.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Long-term care insurance
Real estate investing
Demographic focus
Mid-Career Professionals
Approaching retirement
Young Families
Fee options
Financial planning fees generally range from $1,500 to $3,000; fixed fees possible depending on engagement
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
Standard hourly rate is $250 per hour
Ongoing retainer arrangements for financial planning services possible
Minimum fee: Minimum annual fee of $500 per year, may be waived or negotiated Fee-only: Fee-only firm; no commissions or transaction-based compensation received
Main office location
Financial Lifestyle Management
3101 Joe Ramsey Blvd. Suite#107
Greenville TX 75401, United States
Number of offices
1
Most active in
Financial Lifestyle Management has reported serving >5 clients in these states in the last 12 months.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
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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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