Lifestyle Freedom Advisory Group, LLC fees and pricing
Financial planner in Bradenton, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Lifestyle Freedom Advisory Group, LLC charges a flat or project fee of $5,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$10,000
“One Time Financial Planning services will be billed on a fixed fee basis, with the fees for plans ranging from $5,000 - $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lifestyle Freedom Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “Ongoing Financial Planning services will be billed monthly or quarterly, in arrears, with the initial year ranging from $5,000 - $10,000, subsequent years will be $2,500.”
- “Client may cancel within five (5) days of signing Agreement for a full refund.”
How Lifestyle Freedom Advisory Group, LLC’s fees compare
- Its flat or project fee of $5,000-$10,000 is above the Florida median of $4,900. 71% of the 320 other Florida planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Bradenton that publish a flat or project fee charge less.
About Lifestyle Freedom Advisory Group, LLC
“Financial planning will typically involve providing advisory services to clients regarding the management of their household financial and investment resources based upon an analysis of their individual needs on a one time or on-going basis.”
- Principal: Lifestyle Freedom
- Firm size: 5 employees.
- Credentials named in the brochure: CPA and CFA.
- Founded: 2016 (10 years).
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
- 1.9% a year
- Clients
- 162
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $156,824,991
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 283512
- Phone
- (941) 914-9422
Can advise clients in 8 states: California, Connecticut, Florida, Georgia, North Carolina, New York, South Carolina, Texas
Other planners in Bradenton that publish fees
- Cma Advisors, Inc.Bradenton$400/hr, $5,000
- Maslar FinancialBradenton$250/hr
- Moore Financial Management, Inc.Bradenton$2,500-$7,000
- Parker Financial Planning, LLC.Bradenton$250/hr
- Summit Financial AdvisorsBradenton$100-$300/hr, $1,000-$50,000/yr
- Williams Wealth Management Group, Inc.Bradenton$250/hr, $1,000/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.