Victoria Ward
Financial Lifestyle Management · Greenville, Texas
Victoria Ward is a fee-only financial advisor at Financial Lifestyle Management in Greenville, Texas, who holds the CFP credential. Victoria charges hourly fees, a flat fee or retainer, a percentage of assets and a one-time planning fee and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
Facts
| Firm | Financial Lifestyle Management |
|---|---|
| Based in | Greenville, Texas |
| Fee model | Hourly · Flat fee or retainer · Percentage of assets · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $31.1M across 234 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1854131 |
| Exams passed | Series 63 (1988) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gotoflm.com |
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Questions about Victoria
Is Victoria Ward a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victoria holds no broker registration, and Financial Lifestyle Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victoria charge for financial advice?
Victoria charges hourly fees, a flat fee or retainer, a percentage of assets and a one-time planning fee.
Where is Victoria Ward based?
Victoria Ward is based in Greenville, Texas.
What does Victoria specialize in?
Victoria's specialties include retirement planning, tax planning and estate & legacy planning. Victoria works with pre-retirees, retirees and early-career professionals.
What credentials does Victoria Ward hold?
Victoria Ward holds the CFP credential.
Is Victoria Ward registered with the SEC?
Yes. Victoria Ward is registered as an investment adviser representative in TX (CRD 1854131), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Lifestyle Management manage?
Financial Lifestyle Management reports $31.1M across 234 accounts in assets under management.
How do I contact Victoria Ward?
Through Victoria's website, www.gotoflm.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
- Financial Lifestyle Management 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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