Lifelong Advisory Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LifeLong Advisory Corp serves individuals (including high‑net‑worth clients), corporations, and retirement plans, offering limited‑scope financial consulting, investment management through institutional strategist programs (Orion Portfolio Solutions and AssetMark), and employer retirement plan consulting. The firm is a registered investment adviser and reported no client assets under management as of its most recent filing.
It assembles client portfolios primarily by selecting and implementing model portfolios from third‑party strategists, managing accounts on either a discretionary or non‑discretionary basis and relaying client restrictions to strategists while monitoring adherence. Its consulting engagements are typically single‑issue and tax‑focused, and the firm coordinates with clients’ tax and legal advisors when implementing strategies that may involve tax deferral, 1031 exchanges, or alternative real‑estate vehicles.
Noteworthy aspects relative to peers include the principal’s concurrent role as a licensed insurance agent and as a 1031 exchange consultant, which the brochure discloses as a potential conflict when insurance products or intermediary services are recommended. The firm operates as a solo practitioner, uses fixed/flat fees for limited‑scope consulting, routinely selects other advisers and strategist models for client management rather than acting as a private‑fund adviser, and includes access to less‑liquid alternatives (DSTs, private REITs and related 1031 structures) in its recommended strategies.
Client services
Expertise
Fee options
Limited scope financial consulting fees range from $1,000 up to $100,000 (negotiable for complexity, usually flat fee)
$0+: Negotiable up to 1.00% annually (maximum advisory fee) $0+: OPS and AssetMark platform fees range from 0.10% to 1.50% $0+: Strategist or model manager fees range from 0.05% to 0.60% $0+: Combined firm, platform and strategist fee will not exceed 3.00%
Account minimum: $1,000,000
Main office
New Hope PA
Advisors at this office
1
Most active in
Missouri · New Jersey · Pennsylvania
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.
Is not active or affiliated with:
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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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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.
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