Lifetime Financial Planning Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial planning hourly fees are based on an hourly billing rate of $300/hour.”

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

How Lifetime Financial Planning Solutions, LLC bills

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

• “Final invoices are presented upon completion of the written plan.”

How Lifetime Financial Planning Solutions, LLC’s fees compare

• Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Lifetime Financial Planning Solutions, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Tax planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

5

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

129917

Website

lifetimefinancialplan.com (opens in new tab)

Phone

(740) 653-6339

Other planners in Lancaster that publish fees

• SRS Wealth ManagementLancasterUp to $10,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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