Lifetime Financial Foundations, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,495,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
203
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
203
Average account size
$214,261
About
Lifetime Financial Foundations LLC is a state-registered advisory firm that provides discretionary (and occasionally non-discretionary) investment management and financial planning to individuals, high-net-worth individuals, trusts, estates, and businesses. Portfolios are typically constructed from mutual funds, ETFs, individual equities, and fixed-income securities, and the firm may recommend unaffiliated independent managers for portions of client assets.
The firm emphasizes a customized, fiduciary-driven process that blends fundamental analysis with proprietary and technical strategies to set strategic asset allocations and long-term portfolios, while permitting shorter-term trading when client objectives or market conditions warrant. Lifetime serves as the primary relationship manager and provides ongoing oversight of any Independent Managers it recommends; client assets are held with qualified custodians and Lifetime does not accept or maintain direct custody of client funds and securities.
Noteworthy characteristics include the firm’s offering of free educational seminars and workshops, a service not commonly provided by solo independent advisers, and the principal’s atypical background in K‑12 educational leadership (Ed.D.) with experience managing large public-school budgets. The brochure also discloses use of standing letters of authorization and fee-authorized deductions — reporting 264 accounts subject to SLOAs with $36.25M as of December 31, 2025 — an arrangement clients may want to review when considering the firm.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Cash flow / budgeting
Fee options
Financial planning fixed fees negotiated between $500 and $5,000 based on service complexity
$0+: 0.05% annually +: up to 2.00% annually
$150 per hour for financial planning services
Fee-only: Investment advisory fees range from 0.05% to 2.00% annually based on assets and complexity; fees may be negotiable.
Main office location
Lifetime Financial Foundations, LLC
Seven Valleys PA, United States
Number of offices
1
Most active in
Lifetime Financial Foundations, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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
Quick links
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