Penny Wasem
Lifetime Financial Planning Solutions · Lancaster, Ohio
Penny Wasem is a fee-only financial advisor at Lifetime Financial Planning Solutions in Lancaster, Ohio, who holds the CFP and PFS credentials. Penny charges hourly fees and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Lifetime Financial Planning Solutions |
|---|---|
| Based in | Lancaster, Ohio |
| Fee model | Hourly |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in OH · CRD 4539006 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lifetimefinancialplan.com |
| Profile |
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Questions about Penny
Is Penny Wasem a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Penny holds no broker registration, and Lifetime Financial Planning Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Penny charge for financial advice?
Penny charges hourly fees.
Where is Penny Wasem based?
Penny Wasem is based in Lancaster, Ohio.
What does Penny specialize in?
Penny's specialties include tax planning, retirement planning, estate & legacy planning and small business owners.
What credentials does Penny Wasem hold?
Penny Wasem holds the CFP and PFS credentials.
Is Penny Wasem registered with the SEC?
Yes. Penny Wasem is registered as an investment adviser representative in OH (CRD 4539006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Penny Wasem?
Through Penny's website, www.lifetimefinancialplan.com.
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
- Lifetime Financial Planning Solutions website : specialties, clients served, and fees, checked October 30, 2026
- 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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