# LIFETIME FINANCIAL PLANNERS LLC

LIFETIME FINANCIAL PLANNERS LLC of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 328275
- Type: SEC-registered investment adviser
- Location: 18911 HARDY OAK BLVD, SAN ANTONIO, TX, 78258
- Phone: (512) 400-9211
- Latest filing: 2026-07-27
- Regulatory AUM: $15.4M
- Discretionary AUM: $15.4M
- Clients: 1
- Accounts: 98

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328275/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328275/similar
- Related entities: https://search.stillhousedata.com/firm/328275/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328275

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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.