Firm
Lifestyle Wealth
Friendswood, Texas
Fee-only
Lifestyle Wealth at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFA.
- Its Form ADV reports 13 employees and 922 individual clients, 163 of them high net worth.
- Its average account is about $308,000 (assets it manages divided by its 1,852 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Friendswood, Texas |
|---|---|
| Website | lifestyle-wealth.com |
| Phone | (281) 612-2035 |
Lifestyle Wealth fees
Lifestyle Wealth 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 |
|---|---|
| Assets managed | $571 million |
| Individual clients | 759 |
| High-net-worth clients | 163 |
| Accounts managed | 1,852 |
| Employees | 13 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-116746) |
| Financial planning | Offered |
| Form ADV filed | July 15, 2026 |
| SEC record | CRD 157450 |
Advisors at this firm (5)
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