# Lifeguide Financial Advisors, LLC

> Lifeguide Financial Advisors, LLC is an SEC-registered investment advisory firm in Mechanicsburg, PA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 284842
- Filed as: LIFEGUIDE FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mechanicsburg, PA
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284842
- AdvisorCensus page: https://advisorcensus.com/firm/lifeguide-financial-advisors-llc-mechanicsburg-pa-284842

## Quick answers

**How is Lifeguide Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lifeguide Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Lifeguide Financial Advisors, LLC located?**
Lifeguide Financial Advisors, LLC's principal office is in Mechanicsburg, PA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Lifeguide Financial Advisors, LLC registered with the SEC or a state?**
Lifeguide Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284842.

**How much does Lifeguide Financial Advisors, LLC manage?**
Lifeguide Financial Advisors, LLC reports $562,932,363 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Lifeguide Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lifeguide Financial Advisors, LLC: Regulatory assets under management: $267,550,006 in the October 2021 data and $562,932,363 in the October 2026 data, up 110%. Total employees: 17 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lifeguide Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (616); high net worth individuals (150); charitable organizations (12).

**Which custodians does Lifeguide Financial Advisors, LLC use?**
Lifeguide Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lifeguide Financial Advisors, LLC report any disciplinary disclosures?**
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/284842

**What changed in Lifeguide Financial Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $562,932,363
- Discretionary: $560,764,491
- Non-discretionary: $2,167,872

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 616 | $208,072,913 |
| High net worth individuals | 150 | $342,035,390 |
| Charitable organizations | 12 | $8,829,830 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,994,230 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 25 total, 16 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, CT, FL, MD, NC, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Carlisle, PA
- Mount Joy, PA

### Websites listed on Form ADV (Item 1.I)
- lifeguidefa.com
- lifeplan.lifeguidefa.com
- vimeo.com/lifeguidefa
- Facebook @LIFEGUIDEFA
- LinkedIn @lifeguidefa
- YouTube @UC3pbNpnGN4tz-Qxek9DECPg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $267,550,006 | 17 | August 9, 2021 |
| October 2022 | $342,045,041 | 17 | March 15, 2022 |
| October 2023 | $315,348,297 | 21 | October 3, 2023 |
| October 2024 | $372,527,977 | 17 | August 26, 2024 |
| October 2025 | $455,567,293 | 25 | June 10, 2025 |
| October 2026 | $562,932,363 | 25 | September 28, 2026 |

Regulatory assets under management: $267,550,006 in the October 2021 data and $562,932,363 in the October 2026 data, up 110%.
Total employees: 17 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NC.
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Registered or notice-filed in NY.

### March 2026
- Employees performing advisory functions went from 14 to 16.
- Regulatory assets under management went from $455,567,293 to $562,932,363 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifeguide Financial Advisors, LLC (CRD 284842): Form ADV filing data as of October 2026.