LIFETIME FINANCIAL PLANNERS LLC

Overview

Lifetime Financial Planners LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and manages client relationships on a discretionary basis. Lifetime Financial Planners identifies as an active ESG investor, which informs manager and fund selection across its client portfolios. Its asset allocation approach is tilted toward public funds and mutual funds rather than direct stock picking or heavy alternative allocations. The business serves both individual and family clients as well as institutional relationships, with an ownership structure classified as individual. Given the firm’s scale and client-service model, investment solutions emphasize packaged mutual fund strategies, diversified multi-asset funds and annuity products rather than large allocations to private funds or bespoke institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices