Firm
Lifetime Financial Planning Solutions
Lancaster, Ohio
Fee-only
Lifetime Financial Planning Solutions at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 5 individual clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Lancaster, Ohio |
|---|---|
| Website | lifetimefinancialplan.com |
| Phone | (740) 653-6339 |
Lifetime Financial Planning Solutions fees
Lifetime Financial Planning Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 5 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 22, 2026 |
| SEC record | CRD 129917 |