{
  "crd_number": 136020,
  "slug": "lifefocus-financial-advisors-llc-walla-walla-wa-136020",
  "primary_business_name": "LIFEFOCUS FINANCIAL ADVISORS, LLC",
  "legal_name": "LIFEFOCUS FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "Walla Walla",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "47460",
  "metro": {
    "cbsa_code": "47460",
    "common_name": "Walla Walla",
    "msa_name": "Walla Walla, WA",
    "path": "/advisors/wa/walla-walla"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-07-06",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 103509339.0,
  "raum_discretionary": 103509339.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 18471710.0,
      "count": 64
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 14009726.0,
      "count": 6
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 71008077.0,
      "count": 36
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 19826.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OR",
    "WA"
  ],
  "websites": [
    "https://lifefocusadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136020",
  "city_as_filed": "WALLA WALLA",
  "url": "https://advisorcensus.com/firm/lifefocus-financial-advisors-llc-walla-walla-wa-136020",
  "display_name": "Lifefocus Financial Advisors, LLC",
  "summary": "Lifefocus Financial Advisors, LLC is an SEC-registered investment advisory firm in Walla Walla, WA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Lifefocus Financial Advisors, LLC (CRD 136020): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Lifefocus Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifefocus Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Lifefocus Financial Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 16, 2026 states: Hourly rate: $275 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lifefocus Financial Advisors, LLC located?",
      "a": "Lifefocus Financial Advisors, LLC's principal office is in Walla Walla, WA, according to its Form ADV."
    },
    {
      "q": "Is Lifefocus Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Lifefocus Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 136020."
    },
    {
      "q": "How much does Lifefocus Financial Advisors, LLC manage?",
      "a": "Lifefocus Financial Advisors, LLC reports $103,509,339 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Lifefocus Financial Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (36); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Which custodians does Lifefocus Financial Advisors, LLC use?",
      "a": "Lifefocus Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lifefocus Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/136020"
    },
    {
      "q": "Does Lifefocus Financial Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 16, 2026 says: \"There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.\""
    },
    {
      "q": "What changed in Lifefocus Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $275 an hour (financial planning and consulting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $275 an hour (financial planning and consulting)"
        ],
        "quotes": [
          "LFFA charges an hourly rate or fixed fees for financial planning and consulting. ... Hourly fee services are offered based on an hourly fee of $275 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 275.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting"
        }
      ]
    },
    "quotes": [
      "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.",
      "LFFA charges an hourly rate or fixed fees for financial planning and consulting. ... Hourly fee services are offered based on an hourly fee of $275 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lifefocus-financial-advisors-llc-walla-walla-wa-136020.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 64,
      "fewer_than_5": false,
      "raum": 18471710.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 71008077.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 14009726.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 19826.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136020",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}