# Shawn Minnich

> Shawn Minnich is a fee-only financial advisor at Lifetime Financial Foundations in York, Pennsylvania. Lifetime Financial Foundations reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Lifetime Financial Foundations
- **Based in:** York, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $43.5M across 334 accounts
- **CRD:** 7072862 (https://adviserinfo.sec.gov/individual/summary/7072862)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.lifetimefinancialfoundations.com/

## Frequently asked questions

### Is Shawn Minnich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Lifetime Financial Foundations reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shawn charge for financial advice?

Shawn's firm, Lifetime Financial Foundations, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Shawn Minnich based?

Shawn Minnich is based in York, Pennsylvania.

### Is Shawn Minnich registered with the SEC?

Yes. Shawn Minnich is registered as an investment adviser representative in PA (CRD 7072862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Lifetime Financial Foundations manage?

Lifetime Financial Foundations reports $43.5M across 334 accounts in assets under management.

### How do I contact Shawn Minnich?

Through Shawn's website, www.lifetimefinancialfoundations.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7072862): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.