LifeGuide Financial Advisors at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 16 advisors are listed here; 10 of 16 hold the CFP.
- Its Form ADV reports 25 employees and 766 individual clients, 150 of them high net worth.
- Its average account is about $207,000 (assets it manages divided by its 2,715 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Mechanicsburg, Pennsylvania |
|---|---|
| Website | lifeguidefa.com |
| [email protected] | |
| Phone | (717) 796-1700 |
Questions about LifeGuide Financial Advisors
How much does LifeGuide Financial Advisors charge?
LifeGuide Financial Advisors publishes these prices: asset-based fee: 0.45% to 1.37% a year. We found this on its website, checked October 28, 2026.
How is LifeGuide Financial Advisors paid?
LifeGuide Financial Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does LifeGuide Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 16 advisors at LifeGuide Financial Advisors, and 10 hold the CFP.
What is the average account at LifeGuide Financial Advisors?
LifeGuide Financial Advisors's average account is about $207,000. That's the assets on its Form ADV divided by its 2,715 accounts.
What does LifeGuide Financial Advisors specialize in?
LifeGuide Financial Advisors's advisors and website list retirement planning.
LifeGuide Financial Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.45% to 1.37% a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$20,000,000 Included 0.25% 0.20% 0.45% 0.37%" source
"$450,000 Included 1.07% 0.30% 1.37% 1.30%" source
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 | $563 million |
| Individual clients | 616 |
| High-net-worth clients | 150 |
| Accounts managed | 2,715 |
| Employees | 25 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-108442) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 284842 |