LifeGuide Financial Advisors

Financial Advisor in Carlisle, PA

Firm Info
Address: 400 W Main St, Mechanicsburg, PA 17055, USA
Phone: (717) 796-1700

Firm Size
Assets Under Management: $342 million
# of Advisors: 10
# of Clients: 2,207
Client to Advisor Ratio: 221:1
Average Account Size: $154,982
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Lifeguide Financial Advisors, LLC Overview

Lifeguide Financial Advisors, LLC is a fee-only, registered investment advisory firm based in Mechanicsburg, PA. Established in 2016, this firm is still fairly new to the industry, but has quickly made a reputation as a reliable source of investment advice. Being a fee-only firm means that they do not accept commissions for selling products, and their only compensation comes from their clients. As an insurance broker/agent, Lifeguide Financial Advisors, LLC offers an added layer of protection and expertise in helping clients manage their investments while preserving their assets. The suite of services offered by Lifeguide Financial Advisors, LLC is designed to help individuals and small businesses achieve their financial goals. Their portfolio management services involve utilizing a series of strategies and techniques to help clients reach their investment objectives. They also offer financial planning, helping clients identify and develop financial goals and strategies to reach them. Additionally, they provide pension consulting services to help clients navigate the complexities of pension plans, and can offer guidance on the selection of other advisors. In summary, Lifeguide Financial Advisors, LLC is a fee-only registered investment advisory firm that provides a range of financial planning and investment services to individuals and small businesses. Their goal is to help their clients reach their financial objectives while providing the expertise and guidance necessary to preserve their assets. With headquarters in Mechanicsburg, PA, Lifeguide Financial Advisors, LLC is well-positioned to help clients throughout the area achieve their financial goals.

LIFEGUIDE FINANCIAL ADVISORS, LLC is known to cater to a diverse range of clients. The firm serves individuals who seek personalized financial planning services as well as high net worth individuals who require complex estate planning and investment management services. The pension or profit sharing plans are also included in their client base who seek the firm's expertise in navigating complex retirement plans. The firm also offers services to charitable organizations to help them optimize their investments and plan for their future. Apart from these client types, LIFEGUIDE FINANCIAL ADVISORS, LLC welcomes other corporation types not explicitly listed. When it comes to fee structures, LIFEGUIDE FINANCIAL ADVISORS, LLC offers different options depending on the specific service being rendered. Clients who require investment management services may opt for a percentage of assets under management (AUM) fee structure. On the other hand, clients who are looking for a one-time financial planning service may choose an hourly fee structure. Finally, the firm provides fixed fees for specialized services such as complex estate planning or portfolio analysis. The firm's advisors are transparent about the fee structures and are willing to work with clients to determine the best fee structure based on their specific needs and financial goals.

Typical Clients, Fee Structures & Investment Minimum

Based on the note in their Part 2 Brochure, it is clear that LifeGuide Financial Advisors, LLC does not mention a specific investment minimum. However, they do state that they generally require a minimum annual fee of $400 per household per year. It is important to note that this fee may be waived at the Advisor's sole discretion.

How This Office Can Help Carlisle, PA Residents

LifeGuide Financial Advisors assists clients in Carlisle, PA, by offering a wide range of financial planning and investment services. The firm understands that everyone's financial needs and goals are unique and works with clients to create customized plans that align with their specific financial situations. For individuals in Carlisle, PA, who may be facing challenges such as saving for retirement, managing debt, or planning for college expenses, LifeGuide Financial Advisors offers practical solutions and tools to help them reach their financial goals. The firm also helps clients navigate complex financial decisions such as wealth management, estate planning, and tax-efficient investing to ensure their long-term financial success. With their extensive expertise and personalized approach, LifeGuide Financial Advisors is the perfect partner for anyone living in Carlisle, PA, who wants to take control of their financial future.

To view the Minimum Investment and Fee Schedule for Lifeguide Financial Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Lifeguide Financial Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Lifeguide Financial Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 400 W Main St, Mechanicsburg, PA 17055, USA
Phone (717) 796-1700
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 8 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Lifeguide Financial Advisors, LLC is registered to service clients in the following states:

  • Colorado
  • Maryland
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Lifeguide Financial Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.