# Financial Lifestyle Management

> Financial Lifestyle Management is a state-registered investment advisory firm in Greenville, TX, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 127138
- Filed as: FINANCIAL LIFESTYLE MANAGEMENT
- Legal name: FLM Financial Lifestyle Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenville, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127138
- AdvisorCensus page: https://advisorcensus.com/firm/financial-lifestyle-management-greenville-tx-127138

## Quick answers

**How is Financial Lifestyle Management compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Lifestyle Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Lifestyle Management located?**
Financial Lifestyle Management's principal office is in Greenville, TX, according to its Form ADV.

**Is Financial Lifestyle Management registered with the SEC or a state?**
Financial Lifestyle Management is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127138.

**How much does Financial Lifestyle Management manage?**
Financial Lifestyle Management reports $31,050,431 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Financial Lifestyle Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (17); charitable organizations (1).

**Does Financial Lifestyle Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127138

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $31,050,431
- Discretionary: $31,050,431
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $19,695,315 |
| High net worth individuals | 17 | $10,979,079 |
| Charitable organizations | 1 | $376,037 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financiallifestylemanagement.com
- gotoflm.com
- LinkedIn @VICKIWARD

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Lifestyle Management (CRD 127138): Form ADV filing data as of October 2026.