Lifetime Financial Foundations, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Hourly​ ​engagements are billed at $150 per hour.”

Flat or project fee

$500

“Fixed-fee engagements are negotiated within a range of $500​ ​to $5,000, based on the nature and complexity of the services to be provided.”

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

How Lifetime Financial Foundations, LLC bills

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

• “Fees for Advisory Services​ I​nvestment Management Services​ ​Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of​ ​the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable at​ ​the sole discretion of the Advisor, depending on the nature and complexity of services to be provided.”

How Lifetime Financial Foundations, LLC’s fees compare

• Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Lifetime Financial Foundations, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

3% a year

Clients

203

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$43,495,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

300683

Website

lifetimefinancialfoundations.com (opens in new tab)

Phone

(717) 324-9149

Other planners in Pennsylvania that publish fees

• 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
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

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