# Derek Mosley

> Derek Mosley 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.

Page: https://find.wellspent.co/advisors/derek-mosley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lifeguide Financial Advisors
- **Based in:** Mechanicsburg, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $562.9M across 2,715 accounts
- **Credentials:** CFP
- **CRD:** 6020464 (https://adviserinfo.sec.gov/individual/summary/6020464)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2013)
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** http://www.lifeguidefa.com/

## Frequently asked questions

### Is Derek Mosley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Derek 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 Derek charge for financial advice?

Derek's firm, Lifeguide Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Derek Mosley based?

Derek Mosley is based in Mechanicsburg, Pennsylvania.

### What credentials does Derek Mosley hold?

Derek Mosley holds the CFP credential.

### Is Derek Mosley registered with the SEC?

Yes. Derek Mosley is registered as an investment adviser representative in PA (CRD 6020464), 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 Derek Mosley?

Through Derek's website, www.lifeguidefa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6020464): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.