Lifetime Financial Planning Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
5
0% high-net worth
Advisors
1
of 2 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
5
Very LowAverage account size
$0
About
The firm provides fee-only financial planning and accounting and tax services to individuals as well as small businesses, nonprofits, estates and trusts. It serves a very small number of individual clients and does not sell investment or insurance products or accept referral fees.
Financial planning is delivered on an hourly basis with tailored written plans and the firm provides flat-fee estimates when requested; client plans are reviewed and updated at the client's request. While the firm’s written materials reference both fundamental and technical analysis, it does not manage client assets, participate in wrap programs, or assume custody or investment discretion.
The practice is principally a public accounting practice, with accounting, tax planning and preparation comprising roughly 90% of its work, which makes the combination of CPA services and fee-only planning a distinguishing feature. The firm also differs from many supported peers by not charging percentage-of-assets fees, by not providing portfolio management for individuals, and by focusing on non‑HNW individual clients.
Client services
Financial planning
Tax preparation
Expertise
General tax planning
Fee options
Flat fee estimates typically provided before engagement based on $200/hour rate
$200/hour for financial planning services
Fee-only: Financial planning services charged at $200/hour based on time involved; flat fee estimates provided based on hourly rate
Main office location
Lifetime Financial Planning Solutions, LLC
109 East Main St., Suite 328
Lancaster OH 43130, United States
Number of offices
1
Most active in
Lifetime Financial Planning Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
-
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")