Livelsberger Financial Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$165,619,499
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
371
2% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
371
Very HighAverage account size
$446,414
About
Livelsberger Financial Advisory provides comprehensive financial planning and discretionary portfolio management to individuals and families, and also advises small businesses, corporate pension plans, corporations, and non-profit organizations, including designing company-specific retirement plans and employee-focused solutions. The firm manages client accounts on a discretionary basis and offers non-investment consulting on topics such as estate, tax, and insurance planning when requested.
The firm’s investment approach emphasizes asset diversification and construction of portfolios around top mutual fund managers for each asset category, with the adviser providing education on investment risk and reward before making investment selections. Portfolios may include mutual funds and occasional single-issue investments to enhance returns, and clients receive annual in-person reviews to reassess goals and account allocations.
Noteworthy characteristics include that certain firm representatives are licensed insurance agents who may earn commission-based compensation for insurance products, a practice disclosed as separate from advisory fees and identified as a potential conflict of interest in the brochure. The firm also operates as a high client-load, single-advisor practice—managing 371 client relationships with one registered advisor—which the brochure pairs with an emphasis on client education and annual reviews; it also notes participation in educational conferences and services made available through its custodian.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Nonprofit advisory services
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$0+: Up to 2% during the first year of engagement $0+: 1% after the first year of engagement
Commissions earned from insurance products sold through the firm (insurance commissions separate from advisory fees)
$75.00 per hour for financial planning and consulting beyond asset management (paid in arrears)
Fee-only: Up to 2% of assets under management first year; 1% thereafter (annual, asset-based fees)
Main office location
Livelsberger Financial Advisory
122 West Washington Street, Suite D
Ashland OH 44805, United States
Number of offices
1
Most active in
Livelsberger Financial Advisory has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Ohio · Pennsylvania · Texas
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.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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