Joseph Steadman
Lifestyle Financial Services · Martinez, Georgia
Joseph Steadman 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.
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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 6390731 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Disclosures | None reported |
| Website | lifestylefinancialsvcs.com/index.php |
How Joseph's firm compares
- Lifestyle Financial Services's average account is about $130,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Joseph
Is Joseph Steadman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Lifestyle Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Steadman based?
Joseph Steadman is based in Martinez, Georgia.
Is Joseph Steadman registered with the SEC?
Yes. Joseph Steadman is registered as an investment adviser representative in GA (CRD 6390731), 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 Joseph Steadman?
Through Joseph'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.
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