Invest For A Lifetime, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,210,163
Clients
304
Advisors
2
of 4 employees
About
Invest For A Lifetime, LLC provides financial planning and wealth management to individuals, high‑net‑worth clients, small businesses, trusts, estates, and non‑profits, overseeing roughly $78 million in client assets across discretionary and non‑discretionary arrangements. Services include ongoing portfolio management using in‑house model portfolios, access to third‑party managers, and standalone financial planning and consultation.
The firm employs both fundamental and technical analysis and implements client strategies through a mix of proprietary model allocations and recommended third‑party manager programs accessed via platforms such as Orion Portfolio Solutions and SEI Private Trust Company. Advisors assist clients in selecting Managers and act as the communication conduit while monitoring accounts on at least an annual basis; advisory compensation is generally asset‑based.
What is distinctive about the firm is that certain supervised persons operate in dual capacities outside the advisory entity: they are registered representatives of LPL Financial and are licensed insurance agents who, in their individual capacities, may receive brokerage commissions, 12b‑1 fees, or insurance commissions when recommending products — a conflict the brochure discloses and describes mitigation for. The firm also recently changed its name (January 2026) and maintains formal platform and custodial support arrangements (including software and services from Schwab), which shape how it accesses third‑party managers and brokerage services.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $1,000 to $25,000 depending on scope and professional involved.
$0 - $999,000: 1.00% $1,000,000 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: Negotiable
Certain supervised persons may offer insurance products under commission arrangements.
Financial planning fees generally $400 per hour.
Main office
165 Highway 35, Suite 1
Red Bank NJ 07701
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Invest For A Lifetime, LLC · Lifetime Wealth Advisors, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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