Lifetime Financial fees and pricing

Financial planner in Takoma Park, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Lifetime Financial charges $300⁠-⁠$450 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$450/hr; “Custom Engagement Fee As time permits, custom engagements are offered at an hourly rate between $300 and $450 per hour, depending on complexity.”

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

“Our standard fee-only advisory fee for this service is based on the market value of the assets under management and is negotiable.”
“The annual fees are negotiable in certain cases.”
“Engagements initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

Its hourly rate of $300-$450 is above the Maryland median of $300. 67% of the 156 other Maryland planners that publish an hourly rate charge less.

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: 0.75% a year
Clients: 29
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: $44,628,618
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 312171
Website: instagram.com/lifetimefinancialadvisors (opens in new tab)
Phone: (202) 350-1515

Is something on this page wrong or out of date?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.