Bradenton, FL Office
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Lifestyle Freedom Advisory Group, LLC
Team
Firm-wide stats for Lifestyle Freedom Advisory Group, LLC
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.
Expertise
Location
9040 Town Center Parkway
Bradenton FL 34202
Advisors at this office
2
Advisors at this office
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.
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