Holly Whitmire
Lifeguide Financial Advisors · Mechanicsburg, Pennsylvania
Holly Whitmire 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 4919583 |
| Exams passed | Series 66 (2005) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.lifeguidefa.com |
How Holly'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 Holly
Is Holly Whitmire a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Holly 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 Holly charge for financial advice?
Holly's firm, Lifeguide Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Holly Whitmire based?
Holly Whitmire is based in Mechanicsburg, Pennsylvania.
What credentials does Holly Whitmire hold?
Holly Whitmire holds the CFP credential.
Is Holly Whitmire registered with the SEC?
Yes. Holly Whitmire is registered as an investment adviser representative in PA (CRD 4919583), 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 Holly Whitmire?
Through Holly's website, www.lifeguidefa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mechanicsburg
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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