Glenmore Financial, Inc, Lifesighted
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Glenmore Financial is a fee-only advisory firm that serves individual clients and families, and operates a branded practice, LifeSighted, aimed at young professionals. The firm offers comprehensive financial planning and investment management alongside retirement, estate, insurance, and tax planning services, and it provides individual tax preparation as part of some engagements or on a standalone basis.
The firm’s approach emphasizes individualized, tax-aware planning: recommendations are built around a client’s tax situation, risk tolerance, cash flow and goals, and portfolios are generally implemented with low-cost no-load index mutual funds, ETFs, U.S. government bonds and cash equivalents. Engagements range from full retainer ongoing relationships to project retainers and focused sessions, with periodic account reviews, written recommendations after meetings, and discretionary trading authority when an investment management agreement is in place.
Distinctive features include the firm’s integration of tax expertise into its advisory work—both advisors hold Enrolled Agent and CFP credentials and the brochure describes tax preparation and IRS-representation capability as part of the service mix—plus a seasonal tax-preparer role held by one advisor outside the firm (with no formal affiliation). Glenmore’s membership in fee-only organizations (ACP, NAPFA) and its relatively small, meeting-driven client base are presented as factors that shape a hands-on, planning-focused practice.
Client services
Expertise
Demographic focus
Fee options
Project retainer fees typically range between $495 and $995; One-Time Comprehensive Financial Plan fees range from $3,600 to $12,000 (fixed, negotiable); Focused Financial Planning Session flat fee $999.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
Hourly financial planning fees range from $150 to $350 per hour depending on complexity.
Minimum fee: Full Retainer Agreement initial year fee range: $1,800 to $25,000; Renewal years fee range: $1,200 to $18,000; Ongoing Comprehensive Financial Planning: $1,800 to $25,000 annually Fee-only: Fees are paid directly by the client; no commissions accepted; fee-only financial advisory firm.
Main office
Hermosa Beach CA
Advisors at this office
2
Most active in
California
Also doing business as
Cde Funds · Glenmore Financial, Inc, Lifesighted · Glenmore Financial, Inc. · Lifesighted
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Donald H
CFP®, Series 65
Hermosa Beach, CA
Glenmore Financial, Inc, Lifesighted
Donald Hance Jr. is a CFP® with 11 years of industry experience, currently serving at Glenmore Financial, Inc and its branded practice, LifeSighted. He has worked at Lifesighted since 2017 and was previously with Navigoe, LLC from 2014 to 2018. At Navigoe, he was involved in creating and communicating financial planning strategies for clients. Glenmore Financial is a fee-only advisory firm that serves individuals and families, with a focus on young professionals through LifeSighted. The firm offers comprehensive financial planning and investment management, emphasizing tax-aware strategies and low-cost investment options such as index mutual funds and ETFs.
Donald H
CFP®, Series 65
Hermosa Beach, CA
Glenmore Financial, Inc, Lifesighted
Donald Hance is a CFP® and Series 65-certified advisor with 18 years of industry experience. He has been with Glenmore Financial, Inc. since 2007. Outside of his advisory role, he works seasonally as a tax preparer assisting individual clients with their tax returns. Glenmore Financial is a fee-only advisory firm serving individuals and families, with a branded practice called LifeSighted focused on young professionals. The firm emphasizes tax-aware, individualized financial planning and uses low-cost index funds, ETFs, government bonds, and cash equivalents in portfolio management.
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