PlannerFees

Glenmore Financial, Inc, Lifesighted fees and pricing

Financial planner in Hermosa Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 8, 2026, Glenmore Financial, Inc, Lifesighted charges $150⁠-⁠$350 an hour, a flat or project fee of $495⁠-⁠$995, and an annual fee of $1,200⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$350/hr
“This is not to be considered a comprehensive financial plan. 3 Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate between $150 and $350 per hour, depending on complexity.”
Flat or project fee
$495⁠-⁠$995
“The cost for a Project Retainer is typically between $495 and $995, due upon completion of the project.”
Annual fee
$1,200⁠-⁠$25,000/yr
“Initial Year of Full Retainer: $1,800 to $25,000 Renewal Years of Full Retainer: $1,200 to $18,000 Add-ons, credits, and miscellaneous adjustments:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Glenmore Financial, Inc, Lifesighted bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Most current clients prefer to be billed quarterly and pay by check.”
  • “All fees are generally non-negotiable and are paid as described above, directly by the client.”
  • “Upon termination of any agreement, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Glenmore Financial, Inc, Lifesighted’s fees compare

  • Its hourly rate of $150-$350 spans the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
  • None of the 5 other planners in Hermosa Beach that publish an hourly rate charge less.
  • Its flat or project fee of $495-$995 is below the California median of $5,000. 7% of the 796 other California planners that publish a flat or project fee charge less.
  • None of the 5 other planners in Hermosa Beach that publish a flat or project fee charge less.
  • Its annual fee of $1,200-$25,000 spans the California median of $6,250. 77% of the 224 other California planners that publish an annual fee charge less.
  • 3 of the 3 other planners in Hermosa Beach that publish an annual fee charge less.

About Glenmore Financial, Inc, Lifesighted

“The primary focus of LifeSighted is to cater to the unique financial planning needs of young professionals. Full Retainer Agreement: a Full Retainer Agreement provides holistic/ comprehensive financial planning for a fixed annual fee.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and EA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2007 (19 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$200 minimum fee (stated in brochure)
Clients
38
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$32,248,282
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
145500
Website
lifesighted.com (opens in new tab)
Phone
(310) 454-3202

Other planners in Hermosa Beach that publish fees

Compare all 9 planners in Hermosa Beach

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.