Advising For Life, LLC

Overview

Advising For Life, LLC is a small, independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm targets individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include a percentage-of-AUM model plus options for hourly and fixed fees. Investment activity is tilted toward liquid equity exposure: the firm reports a clear preference for exchange-traded equities and uses both mutual funds and ETFs as building blocks. It identifies itself as a capital allocator and incorporates third‑party managers where appropriate, particularly when sourcing non‑core or alternative strategies. Advising For Life, LLC does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices