Firm
Lifestyle Financial Strategies
Middletown, Connecticut
Fee-only
Lifestyle Financial Strategies at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients.
- Its average account is about $298,000 (assets it manages divided by its 83 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Middletown, Connecticut |
|---|---|
| Website | lifestyle-financial.com |
| Phone | (860) 344-8356 |
Lifestyle Financial Strategies fees
Lifestyle Financial Strategies 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 |
|---|---|
| Assets managed | $25 million |
| Individual clients | 27 |
| Accounts managed | 83 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 15, 2025 |
| SEC record | CRD 145846 |