Firm
Lifestyle Financial Services
Martinez, Georgia
Fee-only
Lifestyle Financial Services at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here.
- Its average account is about $130,000 (assets it manages divided by its 22 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Martinez, Georgia |
|---|---|
| Website | lifestylefinancialsvcs.com/index.php |
| Phone | (706) 432-8294 |
Lifestyle Financial Services fees
Lifestyle Financial Services 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 22 |
| Accounts managed | 22 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 324660 |