David Creekmore
Lifetime Financial LLC · Takoma Park, Maryland
David Creekmore is a fee-only financial advisor at Lifetime Financial LLC in Takoma Park, Maryland, who holds the CFP and MBA credentials. David charges a percentage of assets (0.75% a year on the first tier of assets managed).
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Facts
| Firm | Lifetime Financial LLC |
|---|---|
| Based in | Takoma Park, Maryland |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75% a year on the first tier of assets managed |
| Assets under management | $44.6M across 29 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MD, TX · CRD 7321337 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lifetimefinancial.com |
| Profile |
How David's firm compares
- Lifetime Financial LLC's average account is about $1.5 million, from its Form ADV (assets managed divided by 29 accounts).
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Questions about David
Is David Creekmore a fee-only financial advisor?
Yes. David Creekmore is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to Lifetime Financial LLC's website, checked October 28, 2026: 0.75% a year on the first tier of assets managed.
Where is David Creekmore based?
David Creekmore is based in Takoma Park, Maryland.
What credentials does David Creekmore hold?
David Creekmore holds the CFP and MBA credentials.
Is David Creekmore registered with the SEC?
Yes. David Creekmore is registered as an investment adviser representative in MD and TX (CRD 7321337), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lifetime Financial LLC manage?
Lifetime Financial LLC reports $44.6M across 29 accounts in assets under management.
How do I contact David Creekmore?
Through David's website, lifetimefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Lifetime Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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