Derek Mosley
Lifeguide Financial Advisors · Mechanicsburg, Pennsylvania
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.
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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 6020464 |
| Exams passed | Series 66 (2013) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.lifeguidefa.com |
How Derek'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 Derek
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.
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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