Gerald House
Lifestyle Financial Services · Martinez, Georgia
Gerald House is a fee-only financial advisor at Lifestyle Financial Services in Martinez, Georgia. Lifestyle Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Gerald →
Facts
| Firm | Lifestyle Financial Services |
|---|---|
| Based in | Martinez, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.9M across 22 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6247495 |
| Exams passed | Series 66 (2014) |
| Disclosures | None reported |
| Website | lifestylefinancialsvcs.com/index.php |
| Profile |
How Gerald's firm compares
- Lifestyle Financial Services's average account is about $130,000, from its Form ADV (assets managed divided by 22 accounts).
Request an introduction to Gerald
Tell Gerald a little about what you're looking for. Gerald isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gerald
Is Gerald House a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Lifestyle Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerald charge for financial advice?
Gerald's firm, Lifestyle Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gerald House based?
Gerald House is based in Martinez, Georgia.
Is Gerald House registered with the SEC?
Yes. Gerald House is registered as an investment adviser representative in GA (CRD 6247495), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifestyle Financial Services manage?
Lifestyle Financial Services reports $2.9M across 22 accounts in assets under management.
How do I contact Gerald House?
Through Gerald's website, lifestylefinancialsvcs.com/index.php.
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.
See something wrong? Request a correction. Read our methodology.