LIFETIME FINANCIAL PLANNERS LLC

LIFETIME FINANCIAL PLANNERS LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 328275). Regulatory assets under management: $15.4M.

Registration

• CRD: 328275
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search