Lifetime Wealth Design LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,250,191
Clients
13
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$250,015
About
The firm provides financial planning, portfolio management, and ongoing monitoring services to individuals, high‑net-worth individuals, corporations and other entities, including targeted reviews of employer‑sponsored retirement plans. Deliverables described in the brochure include written financial plans, ongoing plan monitoring, and individualized asset allocation recommendations for both managed accounts and clients’ personal brokerage or retirement accounts.
Its investment approach emphasizes tailored asset allocation across equities, fixed income, international securities and cash, with discretionary portfolio management, regular monitoring, and rebalancing as market or client circumstances warrant. The firm reports monthly monitoring of accounts, annual review opportunities for clients, and the use of a third‑party custodian for trade execution and account reporting.
Distinctive features disclosed in the brochure include affiliations with the owner’s certified public accounting firms and engagement in the sale of insurance products, arrangements the firm acknowledges can create conflicts of interest and that it seeks to mitigate through disclosure and internal policies. The firm also operates with a small client base (13 clients, managing a few million dollars) and disclosed a 2017 agreed order addressing registration and net‑worth reporting deficiencies that resulted in a $3,000 fine.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Cash flow / budgeting
General estate planning guidance
Fee options
Account minimum: $20,000 Fee-only: Fixed fee between $1,000 to $5,000 for financial planning services; fixed monthly fee of $175 for individuals or $275 for families for ongoing financial planning; monthly fee of $50 for ongoing retirement plan monitoring
Main office location
Lifetime Wealth Design LLC
201 B Townepark Circle, Ste B 1
Louisville KY 40243, United States
Number of offices
2
Most active in
Lifetime Wealth Design LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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
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