Lifelong Advisory Corp fees and pricing
Financial planner in New Hope, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 23, 2026, Lifelong Advisory Corp charges a flat or project fee of $1,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$100,000
“Our flat fee ranges between $1,000 and $100,000. *The fee charged generally does not exceed a flat fee of $100,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lifelong Advisory Corp bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable at our discretion.”
- “Fees may be calculated and deducted monthly in arrears or quarterly in advance depending on whether and which strategist is used.”
- “For fees calculated in advance, the fee is based on the last business day of the previous billing period.”
How Lifelong Advisory Corp’s fees compare
- Its flat or project fee of $1,000-$100,000 spans the Pennsylvania median of $3,650. 98% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Lifelong Advisory Corp
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336441
- Phone
- (908) 340-6000
Can advise clients in 3 states: Missouri, New Jersey, Pennsylvania
Other planners in New Hope that publish fees
- Moondance Investment Advisors, LLCNew Hope$125-$350/hr, $1,500-$12,000
- Rockwood Wealth Management, LLCNew Hope$12,000/yr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
Is something on this page wrong or out of date?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.