Lifeway Financial Corporation fees and pricing
Financial planner in Plano, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Lifeway Financial Corporation charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Fees for an initial Financial Plan are charged as a flat fee, based on an hourly rate of $300.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lifeway Financial Corporation bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For this ongoing financial planning service, an annual fee, based on an estimated hourly fee, is charged to each financial planning client and is payable quarterly in advance at the rate of ¼ of the annual fee.”
- “Any additional special projects are charged on an hourly basis to the client, payable as accrued monthly in arrears.”
- “The management fee is payable quarterly in advance and is charged on cash and accrued interest.”
How Lifeway Financial Corporation’s fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- 8 of the 15 other planners in Plano that publish an hourly rate charge less.
About Lifeway Financial Corporation
“We provide highly customized and personalized financial planning and investment management services to our clients.”
- Firm size: 5 employees.
- Founded: 1999 (27 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 168
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $358,676,107
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114276
- Phone
- (972) 378-3677
Other planners in Plano that publish fees
- Astra Wealth Management GroupPlano$750/hr
- BDJ Wealth Management LLCPlano$15,000/yr
- Crescent Investment Solutions LLCPlano$500/yr
- Crestway Advisory GroupPlano$300/hr
- Gordon Oak Financial, LLCPlano$5,000-$10,000
- Insight Wealth PartnersPlano$2,500
Is something on this page wrong or out of date?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.