Mike Metzger
Lifepoint Financial Design · Salt Lake City, Utah
Mike Metzger is a fee-only financial advisor at Lifepoint Financial Design in Salt Lake City, Utah, who holds the CFP credential. Mike focuses on small business owners and tax planning. Lifepoint Financial Design reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Lifepoint Financial Design |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.8M across 75 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 5984328 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lifepointfd.com |
| Profile |
How Mike's firm compares
- Lifepoint Financial Design's average account is about $251,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Mike
Is Mike Metzger a fee-only financial advisor?
Yes. Mike Metzger is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mike's firm.
How does Mike charge for financial advice?
Mike's firm, Lifepoint Financial Design, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mike Metzger based?
Mike Metzger is based in Salt Lake City, Utah.
What does Mike specialize in?
Mike's specialties include small business owners and tax planning. Mike works with founders.
What credentials does Mike Metzger hold?
Mike Metzger holds the CFP credential.
Is Mike Metzger registered with the SEC?
Yes. Mike Metzger is registered as an investment adviser representative in UT (CRD 5984328), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lifepoint Financial Design manage?
Lifepoint Financial Design reports $18.8M across 75 accounts in assets under management.
How do I contact Mike Metzger?
Through Mike's website, lifepointfd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Lifepoint Financial Design website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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