RIA Intel›Advisers›Texas›LIFETIME FINANCIAL PLANNERS LLC

LIFETIME FINANCIAL PLANNERS LLC

Advisory

SAN ANTONIO, TX

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in TX

#2,241

of 2,813 advisers by AUM

Average account

$157K

across 98 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

22

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

22 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

SOUTH TEXAS ADVISORS FOR RETIREES, LLC

$15M

OPEN DOOR FINANCIAL ADVISORS LLC

$15M

BULLOGIC WEALTH MANAGEMENT LLC

$15M

BOLLINGER WEALTH MANAGEMENT LLC

$15M

FIDELITY ALLIANCE INC

DALLAS, TX

$15M

DAEDALUS CAPITAL GROUP, INC.

HOUSTON, TX

$15M

Get the full picture on LIFETIME FINANCIAL PLANNERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LIFETIME FINANCIAL PLANNERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans