Lifetyme Financial Advisors, LLC

Overview

Lifetyme Financial Advisors, LLC is structured as a privately owned limited liability company with an individual owner and positions itself as a capital allocator that also provides advisory and educational services. Its reported advisory activities include pension consulting services, the selection of other advisers (manager selection), and educational seminars or workshops. At the same time, certain metadata indicates it is not designated as a pension consultant; the firm does not identify as an active ESG investor. The firm lists an affiliation with an insurance company, which may reflect a strategic relationship or distribution tie. Fee arrangements are categorized as "other," suggesting nonstandard or customized pricing models rather than a simple AUM- or commission-based label. The firm is not identified as a multistate or newly formed adviser.

Investments & Alternatives

Location & Offices