Lifestyle Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Annual fee

$2,100/yr

“Ongoing Financial Planning LFS charges an annual fee of $2100 for Ongoing Financial Planning, billed monthly.”

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

How Lifestyle Financial Services, LLC bills

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

• “Fees are negotiable, and your Advisory Contract will detail the final agreed- 9 upon fee.”
• “Fees are negotiable, and your Advisory Contract will specify the final, agreed-upon fee.”
• “We will not bill more than $500 more than six months in advance of delivering the services.”

How Lifestyle Financial Services, LLC’s fees compare

• Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its annual fee of $2,100 is below the Georgia median of $5,438. 23% of the 47 other Georgia planners that publish an annual fee charge less.

About Lifestyle Financial Services, LLC

• Principal: Gerald House
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

Clients

22

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$2,861,981

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324660

Website

lifestylefinancialsvcs.com/index.php (opens in new tab)

Phone

(706) 432-8294

Other planners in Martinez that publish fees

• The Monitor Group, Inc.Martinez$150⁠-⁠$7,500/qtr
• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000

Compare all 488 planners in Georgia