Shawn Minnich
Lifetime Financial Foundations · York, Pennsylvania
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.
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Facts
| Firm | Lifetime Financial Foundations |
|---|---|
| Based in | York, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $43.5M across 334 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7072862 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.lifetimefinancialfoundations.com |
| Profile |
How Shawn's firm compares
- Lifetime Financial Foundations's average account is about $130,000, from its Form ADV (assets managed divided by 334 accounts).
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Questions about Shawn
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.
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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