LIFESTYLE FREEDOM ADVISORY GROUP, LLC
Firm details
- Headquarters
- LAKEWOOD RANCH, Florida
- CRD number
- 283512
- Registered since
- August 21, 2025
- Website
- www.lifestylefreedom.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI66.08%
- Corporations / Businesses16.92%
- Individuals14.94%
- Pension & Profit Sharing Plans2.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lifestyle Freedom Advisory Group, LLC is an independent, SEC-registered investment adviser organized as an LLC and recorded as registering in 2025. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements combine a percentage of AUM, fixed fees and other fee components. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities13%
- Cash & Cash Equivalents13%
Owners & executives
1 of 1JEFFREY COOPER
CEOCRD 6366670
Contacts
3 of 4TIMOTHY DALEY
Director of Operations & PartnerCRD 6057426
JOHN DALEY
Partner, Lead AdvisorCRD 1066953
Kevin Daley
Operations AssociateCRD 7154371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKEWOOD RANCH, FL
MANATEE
Location
LAKEWOOD RANCH, FL
Headquartered in LAKEWOOD RANCH, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- MANATEE
- Address
- 9040 Town Center Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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