Firm
Lifegoals Financial Group
Owosso, Michigan
Fee-only
Lifegoals Financial Group at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 163 individual clients.
- Its average account is about $364,000 (assets it manages divided by its 163 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Owosso, Michigan |
|---|---|
| Website | elifegoals.com |
| Phone | (989) 725-1116 |
Lifegoals Financial Group fees
Lifegoals Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $59 million |
| Individual clients | 163 |
| Accounts managed | 163 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 130082 |