Brian Wayne
Lifeguide Financial Advisors · Mount Joy, Pennsylvania
Brian Wayne is a fee-only financial advisor at Lifeguide Financial Advisors in Mount Joy, Pennsylvania, who holds the CFP credential. Lifeguide Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lifeguide Financial Advisors |
|---|---|
| Based in | Mount Joy, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $562.9M across 2,715 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7451274 |
| Exams passed | Series 65 (2021) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.lifeguidefa.com |
How Brian's firm compares
- Lifeguide Financial Advisors's average account is about $207,000, from its Form ADV (assets managed divided by 2,715 accounts).
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Questions about Brian
Is Brian Wayne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Lifeguide Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Lifeguide Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Wayne based?
Brian Wayne is based in Mount Joy, Pennsylvania.
What credentials does Brian Wayne hold?
Brian Wayne holds the CFP credential.
Is Brian Wayne registered with the SEC?
Yes. Brian Wayne is registered as an investment adviser representative in PA (CRD 7451274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifeguide Financial Advisors manage?
Lifeguide Financial Advisors reports $562.9M across 2,715 accounts in assets under management.
How do I contact Brian Wayne?
Through Brian's website, www.lifeguidefa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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