Lifetime Financial Planners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,371,061
Clients
21
Advisors
1
of 1 employees
About
Lifetime Financial Planners works primarily with individual and high-net-worth clients and, unusually for firms in this category, also provides services to charitable organizations. The firm offers initial and comprehensive financial planning along with discretionary investment management and related advice on retirement, tax, estate, cash‑flow, insurance, college, and employee benefit matters.
The firm develops written investment policy statements and employs a mix of modern portfolio theory, fundamental, technical and cyclical analysis, using passive and active vehicles such as mutual funds, ETFs, stocks and bonds, with a preference toward longer‑term holdings; socially conscious or customized ESG strategies can be incorporated at a client’s request. It implements discretionary trading within clients’ stated restrictions and directs clients to a recommended custodian for account establishment and custody.
Distinctive features include the firm’s boutique scale—managing roughly $15.4 million across about 21 client relationships—and a clear focus on charitable planning (including donor‑advised funds and qualified charitable distributions) alongside experience addressing executive compensation and tax‑sensitive investment issues. The firm also emphasizes customized values‑based portfolios and relies on custodian statements for transaction and performance reporting rather than producing separate performance reports.
Client services
Expertise
Fee options
Initial Financial Planning Service fee ranges from $1,000 to $10,000 (fixed flat fee). Comprehensive Financial Planning Services offered for a fixed flat annual fee paid monthly ranging from $416.67 to $2,500 per month.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.40% $5,000,001+: 0.20%
Fee-only: Fixed flat fees for Initial Financial Planning Service ($1,000 to $10,000), and Fixed Flat Annual Fee for Comprehensive Financial Planning Services ($416.67 to $2,500 per month)
Main office
18911 Hardy Oak Blvd, Suite 226
San Antonio TX 78258
Advisors at this office
1
Most active in
Texas
Also doing business as
Lifetime Financial Planners · Lifetime Financial Planners 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 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.
Forms ADV
Quick links
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