Lifetime Financial Planners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range from $1,000 to $10,000 and with the initial engagement LFP generally collects a portion of the fee in advance with the remainder due upon completion of the services and delivery of the plan.”

Monthly fee

$416⁠-⁠$2,500/mo

“Comprehensive Financial Planning Services Comprehensive Financial Planning Services are offered via a Fixed Flat Annual Fee paid monthly in arrears ranging from $416.67 to $2,500 per month.”

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

How Lifetime Financial Planners LLC bills

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

• “Upon delivery of the financial plan and action plan, the Initial Financial Planning Service engagement will terminate.”
• “Fees for this service may be paid by electronic funds transfer or credit card.”
• “Flat fees for this service can be debited directly from client investment accounts, or the client may choose to pay by electronic funds transfer or credit card.”

How Lifetime Financial Planners LLC’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
• 13 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

About Lifetime Financial Planners LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

Clients

21

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$15,412,017

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328275

Website

lifetimefinancialplanners.com (opens in new tab)

Phone

(512) 400-9211

Other planners in San Antonio that publish fees

• 1900 WealthSan Antonio$350/hr, $1,500
• Avora Wealth LLCSan Antonio$3,200, $2,500/yr
• B365investSan Antonio$350
• Best InvestSan Antonio$250/hr
• Boynton Financial LLCSan Antonio$150/hr, $300⁠-⁠$1,000
• Carr Consulting P.A.San Antonio$200⁠-⁠$600

Compare all 54 planners in San Antonio