Lifestyle Freedom Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$127,054,763
Clients
162
Advisors
5
across 4 offices
About
Lifestyle Freedom Advisory Group is a registered investment adviser that works with individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management, financial planning and consulting, ERISA plan services (including the option to serve as a 3(38) investment manager), and may place clients with third‑party managers or sub‑advisors.
The firm emphasizes customized portfolios built from clients’ goals, time horizons and risk tolerances and uses fundamental, technical and cyclical analysis to inform investment selection and monitoring. Lifestyle delegates portfolio management to TPMs or sub‑advisors when appropriate and monitors those relationships; its brochure also discloses that client portfolios may include funds or strategies that employ derivative instruments and the attendant risks.
Compared with many peers, Lifestyle discloses a past regulatory enforcement matter — a 2021 stipulation with the State of Connecticut related to branch registration that resulted in a paid fine — and documents practices that can expose client accounts to less common strategy elements, such as the use of derivatives (and, through underlying managers, potential leverage or borrowing). The firm also notes multiple industry affiliations (registered representative and insurance activities, referral arrangements with TPMs, and family‑office/consulting lines) that create additional conflicts disclosed in the brochure and that the firm says it manages through policies and client disclosures.
Client services
Expertise
Occupation focus
Fee options
One-time financial planning: $5,000 - $10,000 (negotiable); Financial consulting: $15,000 - $40,000 (negotiable)
0-1.9% annually (negotiable)
Investment Advisor Representatives receive external compensation as registered representatives of Colorado Financial Services Corp, a broker-dealer.
Ongoing financial planning: $5,000 - $10,000 first year; $2,500 subsequent years (negotiable), billed monthly or quarterly
Main office
See office9040 Town Center Parkway
Bradenton FL 34202
Advisors at this office
2
Offices (4)
Most active in
California · Connecticut · Florida · Georgia · New York · North Carolina · South Carolina · Texas
Also doing business as
Lifestyle Freedom Advisory Group, LLC · Turning Point Retirement Associates
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.
Quick links
Advisors at this firm
Timothy D
Series 65
Bradenton, FL
Lifestyle Freedom Advisory Group, LLC
Timothy Daley is a financial advisor with Lifestyle Freedom Advisory Group, LLC in Bradenton, FL, holding a Series 65 designation and 7 years of industry experience. He has worked with various entities under the Lifestyle Freedom umbrella since 2018 and previously spent three years at LPL Financial. Daley also serves as Director of Operations for business consulting activities related to estate and tax planning, cost segregation, and business valuation. Lifestyle Freedom Advisory Group is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, employing customized portfolios based on clients’ goals and using fundamental, technical, and cyclical analysis to guide investment decisions.
John D
Series 63, Series 65
Bradenton, FL
Lifestyle Freedom Advisory Group, LLC
John Daley is a financial advisor with Lifestyle Freedom Advisory Group, LLC in Bradenton, FL, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Lifestyle Freedom Advisory Group and its affiliated entities since 2016. In addition to advising, Daley is a licensed insurance agent and co-owner of Lifestyle Freedom Safe Harbor, LLC, spending part of his time offering related products and services. Lifestyle Freedom Advisory Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary asset management, financial planning, consulting, and ERISA plan services. The firm builds customized portfolios based on client goals, using fundamental, technical, and cyclical analysis, and may delegate portfolio management to third-party managers or sub-advisors.
Jeffrey C
Series 65
Asheville, NC
Lifestyle Freedom Advisory Group, LLC
Jeffrey Cooper is a financial advisor with Lifestyle Freedom Advisory Group, LLC and holds a Series 65 designation. He has 12 years of industry experience and also serves as an attorney and CPA, operating the Cooper Law Firm, P.C. dba Sentry Law, Wealth and Tax, where he spends the majority of his time. His career includes roles at Matson Money, Inc. and AlphaMark Wealth fka Sentry Wealth, Inc. Lifestyle Freedom Advisory Group is a registered investment adviser that serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, with a focus on customized portfolios based on clients’ goals, time horizons, and risk tolerances.
David F
CFA®, Series 63, Series 65
Boone, NC
Lifestyle Freedom Advisory Group, LLC
David Fink is a CFA® charterholder and holds Series 63 and 65 licenses with 19 years of industry experience. He is affiliated with Lifestyle Freedom Advisory Group, LLC and has held roles at multiple related entities since 2018, as well as Colorado Financial Service Corporation since 2020. Outside of his advisory work, he provides consulting services to CPAs and attorneys. Lifestyle Freedom Advisory Group is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, emphasizing customized portfolios aligned with clients’ goals, time horizons, and risk tolerances.
Kevin D
Series 65
Huntersville, NC
Lifestyle Freedom Advisory Group, LLC
Kevin Daley is a financial advisor at Lifestyle Freedom Advisory Group, LLC with six years of industry experience and a Series 65 designation. He has worked with the firm since 2018 in multiple roles and previously held positions at NAVEX Global and public school systems. In addition to his advisory work, he is involved with Lifestyle Freedom Group, LLC dba Array Partners, providing business consultation services. Lifestyle Freedom Advisory Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and ERISA plan services. The firm emphasizes customized portfolios tailored to client goals and risk tolerances, employing fundamental, technical, and cyclical analysis, and often uses third-party managers or sub-advisors for portfolio management.
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