Firm
Lifetime Wealth Management
Rochester, Minnesota
Fee-only
Lifetime Wealth Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 156 individual clients, 52 of them high net worth.
- Its average account is about $361,000 (assets it manages divided by its 515 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Rochester, Minnesota |
|---|---|
| Phone | (507) 288-5587 |
Lifetime Wealth Management fees
Lifetime Wealth Management 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 · Fixed fees |
|---|---|
| Assets managed | $186 million |
| Individual clients | 104 |
| High-net-worth clients | 52 |
| Accounts managed | 515 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-112680) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 147482 |