Levi Greenly
Lifeguide Financial Advisors · Mechanicsburg, Pennsylvania
Levi Greenly is a fee-only financial advisor at Lifeguide Financial Advisors in Mechanicsburg, Pennsylvania, who holds the CFP and CFA credentials. 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 · CFA |
| SEC registration | Investment adviser representative in PA · CRD 7218560 |
| Exams passed | Series 65 (2020) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.lifeguidefa.com |
How Levi'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 Levi
Is Levi Greenly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Levi 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 Levi charge for financial advice?
Levi's firm, Lifeguide Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Levi Greenly based?
Levi Greenly is based in Mechanicsburg, Pennsylvania.
What credentials does Levi Greenly hold?
Levi Greenly holds the CFP and CFA credentials.
Is Levi Greenly registered with the SEC?
Yes. Levi Greenly is registered as an investment adviser representative in PA (CRD 7218560), 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 Levi Greenly?
Through Levi'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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