Firm
Lifetime Financial
Takoma Park, Maryland
Fee-only
Lifetime Financial at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 29 individual clients, 21 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 29 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Takoma Park, Maryland |
|---|---|
| Website | lifetimefinancial.com/full-resource-list |
| Phone | (202) 350-1515 |
Lifetime Financial fees
Lifetime Financial 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 | $45 million |
| Individual clients | 8 |
| High-net-worth clients | 21 |
| Accounts managed | 29 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 312171 |
Advisors at this firm (1)
Other fee-only firms in Maryland
- Lighthouse Wealth Management · Towson
- LK Benson & Company · Timonium
- Lockstep Financial · Odenton
- Macroview Investment Management · Bethesda
- Main Street Advisors · Westminster
- Marathon Capital Management · Hunt Valley
- Marks Wealth Management · Ellicott City
- Mcclelland Wesley Wealth Management · Parkton