Firm
Financial Lifestyle Management
Greenville, Texas
Fee-only
Facts
| Based in | Greenville, Texas |
|---|---|
| Website | gotoflm.com |
| Phone | (903) 455-1041 |
Financial Lifestyle Management fees
Financial Lifestyle Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, percentage of assets, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $31 million |
| Individual clients | 97 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 127138 |