LifeCare Funding Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$0
About
The firm works with individuals (including high‑net‑worth clients) and corporate or business‑entity clients. It offers written financial planning, portfolio management, and the selection and monitoring of third‑party investment advisers, and it makes managed portfolios available through Betterment Securities.
Its stated investment approach begins with individualized asset allocation and applies Modern Portfolio Theory, with an emphasis on value, safety, quality and risk control; recommended holdings typically include mutual funds, ETFs and cash equivalents, with occasional use of bonds, equities or alternative investments. Portfolio management is provided on a non‑discretionary basis, and when third‑party advisers are recommended the firm enters solicitor arrangements and maintains ongoing oversight of those relationships.
Distinctive features disclosed in the brochure include that the firm’s adviser(s) are also licensed independent insurance agents and provide business‑expense remediation services for which they receive commissions, and that the firm shares in a portion of third‑party advisers’ fees—conflicts the brochure describes and discloses. The firm also relies on Betterment Institutional/Betterment Securities for custody and practice‑support services (from which it receives non‑economic benefits), and as of the firm’s 2018 filing it reported no assets under management, all of which differentiate it from many independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Private / alternative investments
Concentrated stock management
Fee options
$150 per hour for financial planning services
Account minimum: $30,000 (may be waived at adviser's discretion) Minimum fee: Minimum fee of $500 for financial planning services
Main office location
LifeCare Funding Solutions, LLC
Ocala FL, United States
Number of offices
1
Most active in
LifeCare Funding Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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 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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")