Clifford Straub
Lifestyle Financial Strategies · Middletown, Connecticut
Clifford Straub is a fee-only financial advisor at Lifestyle Financial Strategies in Middletown, Connecticut, who holds the CFP credential. Clifford focuses on retirement planning, estate & legacy planning and tax planning. Lifestyle Financial Strategies reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Lifestyle Financial Strategies |
|---|---|
| Based in | Middletown, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.8M across 83 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 2259152 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lifestyle-financial.com |
| Profile |
How Clifford's firm compares
- Lifestyle Financial Strategies's average account is about $298,000, from its Form ADV (assets managed divided by 83 accounts).
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Questions about Clifford
Is Clifford Straub a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clifford holds no broker registration, and Lifestyle Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clifford charge for financial advice?
Clifford's firm, Lifestyle Financial Strategies, reports charging a percentage of assets on its SEC Form ADV.
Where is Clifford Straub based?
Clifford Straub is based in Middletown, Connecticut.
What does Clifford specialize in?
Clifford's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Clifford Straub hold?
Clifford Straub holds the CFP credential.
Is Clifford Straub registered with the SEC?
Yes. Clifford Straub is registered as an investment adviser representative in CT (CRD 2259152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifestyle Financial Strategies manage?
Lifestyle Financial Strategies reports $24.8M across 83 accounts in assets under management.
How do I contact Clifford Straub?
Through Clifford's website, www.lifestyle-financial.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
- Lifestyle Financial Strategies website : specialties, clients served, and fees, checked October 30, 2026
- 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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