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Marylynn Ford

Advisor at LifeSteps Financial

Updated today

Location

Richland, MO

Credentials

Series 65

Industry experience

14 years

About

Marylynn Ford is a Series 65-licensed financial advisor with 14 years of experience at LifeSteps Financial, where she has worked since 2012. She is based in Richland, MO, and is one of three advisors at the firm. LifeSteps Financial serves a diverse client base including individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, with tactical asset allocation and strategic use of cash, and integrates financial planning into its advisory services.

Client services

Based on LifeSteps Financial

Financial planning Portfolio management Selection of other advisers Bill payment and reconciliation service

Expertise

Based on LifeSteps Financial

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)

Occupation focus

Based on LifeSteps Financial

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $7,500,000: 0.60% $7,500,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.45% $15,000,001+: Negotiable

Other

Minimum fee: $6,000 annually minimum for Bill Payment and Reconciliation Service (negotiable) Fee-only: Yes, fee-only advisory services; no commissions

Location

Richland, MO

Work history

Lifesteps Financial, Inc.

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel L

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Robyn M

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