Lifestyle Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,488,820
Clients
27
Advisors
1
of 1 employees
About
Lifestyle Financial Strategies provides holistic financial planning and investment advisory services to individuals, families, and not-for-profit organizations, offering open retainer engagements, project retainers, two-hour financial reviews, and standalone portfolio management. As a fee-only adviser, the firm does not sell investment or insurance products or accept third-party commissions or referral fees.
The firm’s investment approach emphasizes disciplined asset allocation—using equities for long-term appreciation, global diversification for enhanced return, and high-quality fixed-income to manage volatility—and implements strategies through mutual funds, ETFs, and individual fixed-income securities. Advisory relationships are primarily non-discretionary: the firm makes recommendations and will only execute transactions with prior client approval, and accounts are reviewed at least quarterly.
Noteworthy features include a client mix that explicitly includes charitable and not-for-profit organizations, an uncommon focus among peers, and a structured Open Retainer planning model that schedules multiple meetings in the initial year with periodic renewal reviews. The firm also does not take custody of client assets, does not vote proxies on clients’ behalf, and maintains membership in a fee-only planning association (NAPFA).
Client services
Expertise
Fee options
Financial Review: flat fee $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $4,000,000: 0.50% Over $4,000,000+: Negotiable
Project Retainer: $350 per hour
Minimum fee: Minimum fee of $1,000 for Portfolio Management Fee-only: Open Retainer: $2,000 - $20,000 initial year; $1,400 - $14,000 renewal year; Project Retainer hourly at $350; Financial Review flat $1,000
Main office
100 Riverview Center, Suite 316
Middletown CT 06457
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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