Firm
Lifetime Financial Planners LLC
San Antonio, Texas
Fee-only
Lifetime Financial Planners LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 9 of them high net worth.
- Its average account is about $157,000 (assets it manages divided by its 98 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | lifetimefinancialplanners.com |
| [email protected] | |
| Phone | (512) 400-9211 |
Lifetime Financial Planners LLC 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.
| One-time plan | From $1,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Upfront Fixed Flat Fee ranging from $1,000 to $10,000" source
"$0 - $500,000 1.00%" source
"we do not require a minimum level of assets under management to establish a relationship with the firm." source
"Upfront Fixed Flat Fee ranging from $1,000 to $10,000" 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 · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 12 |
| High-net-worth clients | 9 |
| Accounts managed | 98 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 27, 2026 |
| SEC record | CRD 328275 |