# LIFETIME PLANNING, INC.

LIFETIME PLANNING, INC. of CAMARILLO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111784
- Type: SEC-registered investment adviser
- SEC file number: 801-68952
- Location: 1200 PASEO CAMARILLO, SUITE 190, CAMARILLO, CA, 93010-6050
- Phone: 805-987-8938
- Latest filing: 2011-06-24
- Clients: 6

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SMITH MATTHEW MICHAEL | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| SMITH ERIC SHANNON | SECRETARY/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111784/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111784/similar
- Related entities: https://search.stillhousedata.com/firm/111784/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111784

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.