Lifetime Wealth Design LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lifetime Wealth Design, LLC serves individuals (including high‑net‑worth clients), corporations and other entities by offering financial planning, employer‑sponsored retirement plan review and monitoring, and discretionary portfolio management for individual accounts. The firm operates as a solo advisory practice and provides both one‑time financial plans and ongoing monitoring arrangements.
The firm’s investment approach emphasizes asset allocation and individualized portfolio construction, using discretionary authority to implement trades, monthly monitoring and periodic rebalancing to maintain target allocations. Custody is provided through an independent custodian, the firm may aggregate trades across client accounts, and accounts are reviewed at least annually or more frequently for market events or client life changes.
Notably, the firm is affiliated with certified public accounting practices and with an insurance business and may recommend or provide those services, which generate separate fees or commissions and are disclosed in the brochure as potential conflicts of interest. The brochure also discloses the owner’s other non‑investment business activities (including a franchise, rental properties and a credit union board role), which the firm notes as additional matters clients should consider.
Client services
Expertise
Fee options
$1,000 to $5,000 for financial planning services
1.50% annually
Ongoing financial planning: $175/month (individual), $275/month (family); Retirement plan monitoring: $50/month
Account minimum: $20,000 (may be waived)
Main office
201 B Townepark Circle, Ste B 1
Louisville KY 40243
Advisors at this office
1
Most active in
Kentucky
Also doing business as
Lifetime Wealth Design LLC · Probity Wealth Solutions 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 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:
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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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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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