LIFEFOCUS FINANCIAL ADVISORS, LLC

RIASEC Registered

Total AUM

$104M

Discretionary

$104M

100% of AUM

Avg account

$460K

Accounts

225

Employees

Advisory reps

Firm details

Headquarters: WALLA WALLA, Washington
CRD number: 136020
Website: www.lifefocusadvisors.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.6%
Individuals17.85%
Pension & Profit Sharing Plans13.53%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Lifefocus Financial Advisors, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves both individuals/families and institutional clients, providing financial planning and portfolio management across personal, small-business, and institutional mandates. Its advisory fee model includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. The firm also lists accounting among its business activities and offers pension consulting services as part of its advisory capabilities. Lifefocus does not present itself as an ESG-focused manager and is not described as a multi-state or newly formed adviser.