Lifeguide Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$4,800/yr

“The minimum combined Planning, Coaching, and Advice Fee paid via a fixed monthly fee and the Planning, Coaching, and Advice portion of the fee charged as a percentage of assets under direct management for services provided under the Signature program is $4,800 per year.”

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

How Lifeguide Financial Advisors, LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Lifeguide Financial Advisors, LLC’s fees compare

• Its annual fee of $4,800 is below the Pennsylvania median of $6,000. 38% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 2 of the 2 other planners in Mechanicsburg that publish an annual fee charge less.

About Lifeguide Financial Advisors, LLC

• Firm size: 25 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2013 (13 years).

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

1.6% a year

Clients

766

Employees

25

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$562,932,363

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284842

Website

Lifeplan.lifeguidefa.com (opens in new tab)

Phone

(717) 796-1700

Can advise clients in 10 states: Colorado, Connecticut, Florida, Maryland, North Carolina, New York, Ohio, Pennsylvania, Texas, Virginia

Other planners in Mechanicsburg that publish fees

• Avantra Family Wealth, Inc.Mechanicsburg$500⁠-⁠$5,000, $500⁠-⁠$5,000/yr
• Ifs GroupMechanicsburg$175⁠-⁠$250/hr
• Inclusive Wealth Financial Planning LLCMechanicsburg$250⁠-⁠$500/hr, $400⁠-⁠$600
• Mighty Oak Strong America Investment CompanyMechanicsburg$215⁠-⁠$475/hr
• Stout Wealth Advisory Group, LLCMechanicsburg$800⁠-⁠$5,000
• Zizzi InvestmentsMechanicsburg$250/hr, $2,000⁠-⁠$5,000

Compare all 8 planners in Mechanicsburg