Lifetime Strategies, LLC fees and pricing
Financial planner in Griffin, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Lifetime Strategies, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Where assets are not under management, other services are agreed with the client to be billed separately f rom the investment management f ee or you pref er an hourly f ee arrangement in general rather than a f ee based on assets under management, f ees will be charged at an hourly rate of $250 f or f inancial…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lifetime Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual f ee f or portf olio management and advisory services is billed quarterly in arrears based on the market value of the assets on the last day of the quarter.”
- “Hourly f ees are billed to the client upon completion of the contracted services and are due and payable at that time.”
- “These f ees are negotiable and will be established in the engagement agreement that reduces services and related f ees to writing.”
How Lifetime Strategies, LLC’s fees compare
- Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
About Lifetime Strategies, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- 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
- 1% a year
- Clients
- 49
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $16,369,259
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126348
- Phone
- (770) 228-0777
Other planners in Georgia that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/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.