Brien Lasse
Lifeguide Financial Advisors · Mechanicsburg, Pennsylvania
Brien Lasse is a fee-only financial advisor at Lifeguide Financial Advisors in Mechanicsburg, 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 | Mechanicsburg, 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 4492498 |
| Exams passed | Series 66 (2004) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.lifeguidefa.com |
How Brien'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 Brien
Is Brien Lasse a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brien 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 Brien charge for financial advice?
Brien's firm, Lifeguide Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brien Lasse based?
Brien Lasse is based in Mechanicsburg, Pennsylvania.
What credentials does Brien Lasse hold?
Brien Lasse holds the CFP credential.
Is Brien Lasse registered with the SEC?
Yes. Brien Lasse is registered as an investment adviser representative in PA (CRD 4492498), 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 Brien Lasse?
Through Brien'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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