{ "crd_number": 300683, "slug": "lifetime-financial-foundations-llc-300683", "primary_business_name": "LIFETIME FINANCIAL FOUNDATIONS, LLC", "legal_name": "LIFETIME FINANCIAL FOUNDATIONS LLC", "dbas": [], "city": null, "state": null, "country": null, "cbsa_code": null, "metro": null, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2019-04-25", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-02-27", "carried_forward": false, "raum_total": 43495000.0, "raum_discretionary": 43495000.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 130000.0, "count": 2 }, "individuals": { "raum": 32645000.0, "count": 198 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 10720000.0, "count": 5 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 0.0, "count": 0 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "PA" ], "websites": [ "https://facebook.com/pg/Lifetime-Financial-Foundations-LLC-914415462099593/about", "https://lifetimefinancialfoundations.com", "https://linkedin.com/in/shawn-minnich-ed-d-93ab6b88" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300683", "listing_state": "PA", "disclosure_items": [ { "item": "11.A(2)", "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?" } ], "city_as_filed": null, "url": "https://advisorcensus.com/firm/lifetime-financial-foundations-llc-300683", "display_name": "Lifetime Financial Foundations, LLC", "summary": "Lifetime Financial Foundations, LLC is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.", "citation": "AdvisorCensus. Lifetime Financial Foundations, LLC (CRD 300683): Form ADV filing data as of October 2026.", "registration_type_label": "State-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", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Lifetime Financial Foundations, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Lifetime Financial Foundations, LLC 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." }, { "q": "Is Lifetime Financial Foundations, LLC registered with the SEC or a state?", "a": "Lifetime Financial Foundations, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300683." }, { "q": "How much does Lifetime Financial Foundations, LLC manage?", "a": "Lifetime Financial Foundations, LLC reports $43,495,000 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary)." }, { "q": "What types of clients does Lifetime Financial Foundations, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (198); high net worth individuals (5); charitable organizations (2)." }, { "q": "Does Lifetime Financial Foundations, LLC report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300683" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/lifetime-financial-foundations-llc-300683.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 198, "fewer_than_5": false, "raum": 32645000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 5, "fewer_than_5": false, "raum": 10720000.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": false, "raum": 130000.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "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/300683", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }