# Jeremy Lipinski

> Jeremy Lipinski is a fee-only financial advisor at Lifelong Wealth Advisors in Hudson, Wisconsin, who holds the CFP credential. Lifelong Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Lifelong Wealth Advisors
- **Based in:** Hudson, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $710.4M across 2,618 accounts
- **Credentials:** CFP
- **CRD:** 5227102 (https://adviserinfo.sec.gov/individual/summary/5227102)
- **SEC registration:** Investment adviser representative in MN, TX, WI
- **Exams passed:** Series 66 (2007)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://llwadvisors.com

## Frequently asked questions

### Is Jeremy Lipinski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Lifelong Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy's firm, Lifelong Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeremy Lipinski based?

Jeremy Lipinski is based in Hudson, Wisconsin.

### What credentials does Jeremy Lipinski hold?

Jeremy Lipinski holds the CFP credential.

### Is Jeremy Lipinski registered with the SEC?

Yes. Jeremy Lipinski is registered as an investment adviser representative in MN, TX and WI (CRD 5227102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lifelong Wealth Advisors manage?

Lifelong Wealth Advisors reports $710.4M across 2,618 accounts in assets under management.

### How do I contact Jeremy Lipinski?

Through Jeremy's website, llwadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5227102): 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.