# Lifestyle Freedom Advisory Group, LLC > Lifestyle Freedom Advisory Group, LLC is an SEC-registered investment advisory firm in Bradenton, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026. - CRD: 283512 - Filed as: LIFESTYLE FREEDOM ADVISORY GROUP, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Bradenton, FL - Filing period: October 2026 - Form ADV filing dated: March 12, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283512 - AdvisorCensus page: https://advisorcensus.com/firm/lifestyle-freedom-advisory-group-llc-bradenton-fl-283512 ## Quick answers **How is Lifestyle Freedom Advisory Group, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Lifestyle Freedom Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. **How much does Lifestyle Freedom Advisory Group, LLC charge?** Its Form ADV Part 2A brochure dated March 12, 2026 states: Flat fee: $5,000 to $10,000 (One Time Financial Planning services); Subscription: $5,000 to $10,000 a year (Ongoing Financial Planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Lifestyle Freedom Advisory Group, LLC located?** Lifestyle Freedom Advisory Group, LLC's principal office is in Bradenton, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F). **Is Lifestyle Freedom Advisory Group, LLC registered with the SEC or a state?** Lifestyle Freedom Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283512. **How much does Lifestyle Freedom Advisory Group, LLC manage?** Lifestyle Freedom Advisory Group, LLC reports $156,824,991 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary). **What types of clients does Lifestyle Freedom Advisory Group, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117); high net worth individuals (45); corporations or other businesses not listed above (21). **Which custodians does Lifestyle Freedom Advisory Group, LLC use?** Lifestyle Freedom Advisory Group, 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 Lifestyle Freedom Advisory Group, LLC report any disciplinary disclosures?** Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283512 **What changed in Lifestyle Freedom Advisory Group, LLC's recent Form ADV filings?** In the April 2026 filing data: Regulatory assets under management went from $125,569,676 to $156,824,991 (+25%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) - Other ### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026) - Flat fee: $5,000 to $10,000 (One Time Financial Planning services) > One Time Financial Planning services will be billed on a fixed fee basis, with the fees for plans ranging from $5,000 - $10,000. - Subscription: $5,000 to $10,000 a year (Ongoing Financial Planning services) > Ongoing Financial Planning services will be billed monthly or quarterly, in arrears, with the initial year ranging from $5,000 - $10,000, subsequent years will be $2,500. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### 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: $156,824,991 - Discretionary: $156,711,937 - Non-discretionary: $113,054 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 117 | $23,430,297 | | High net worth individuals | 45 | $103,624,466 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $3,237,973 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 21 | $26,532,255 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Pension consulting services - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 2025 (1 year) - Employees: 5 total, 5 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, CT, FL, GA, NC, NY, SC, TX - Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11. ### Item 11 questions answered yes - 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes? Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283512 ### Other offices (Schedule D, Section 1.F), as of the April 2026 filing - Huntersville, NC ### Websites listed on Form ADV (Item 1.I) - lifestylefreedom.com - Facebook @LIFESTYLEFREEDOM941 - Facebook @Lifestyle-Freedom-Advisory-LLC-109339654662817 - Facebook @LIFESTYLE-FREEDOM - LinkedIn @LIFESTYLE-FREEDOM-LLC - LinkedIn linkedin.com - LinkedIn @johnrdaley - LinkedIn @timothyhdaley - X @LIFESTYLEFDM ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $125,569,676 to $156,824,991 (+25%). ### December 2025 - Newly registered with the SEC. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifestyle Freedom Advisory Group, LLC (CRD 283512): Form ADV filing data as of October 2026.