{
  "crd_number": 328275,
  "slug": "lifetime-financial-planners-llc-san-antonio-tx-328275",
  "primary_business_name": "LIFETIME FINANCIAL PLANNERS LLC",
  "legal_name": "LIFETIME FINANCIAL PLANNERS LLC",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-11-06",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 15412017.0,
  "raum_discretionary": 15412017.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 40956.0,
      "count": 1
    },
    "individuals": {
      "raum": 3528950.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 11842111.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://connect.xyplanningnetwork.com/find-an-advisor/kevin-rademacher-11645",
    "https://directory.tpr.org/united-states/san-antonio/financial-services/lifetime-financial-planners",
    "https://feeonlynetwork.com/financial-advisor/kevin-rademacher",
    "https://lifetimefinancialplanners.com",
    "https://linkedin.com/company/lifetime-financial-planners-llc",
    "https://linkedin.com/in/kevin-s-rademacher-cfp",
    "https://napfa.org/firm/50415/41542",
    "https://nextavenue.org/the-yearly-check-up-not-just-for-health",
    "https://share.google/y1CNpAkClNtabxdn2"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328275",
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275",
  "display_name": "Lifetime Financial Planners LLC",
  "summary": "Lifetime Financial Planners LLC is a state-registered investment advisory firm in San Antonio, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. Lifetime Financial Planners LLC (CRD 328275): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Lifetime Financial Planners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifetime Financial Planners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Lifetime Financial Planners LLC located?",
      "a": "Lifetime Financial Planners LLC's principal office is in San Antonio, TX, according to its Form ADV."
    },
    {
      "q": "Is Lifetime Financial Planners LLC registered with the SEC or a state?",
      "a": "Lifetime Financial Planners LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328275."
    },
    {
      "q": "How much does Lifetime Financial Planners LLC manage?",
      "a": "Lifetime Financial Planners LLC reports $15,412,017 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Lifetime Financial Planners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (9); charitable organizations (1)."
    },
    {
      "q": "Does Lifetime Financial Planners 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328275"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 3528950.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9,
      "fewer_than_5": false,
      "raum": 11842111.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 40956.0
    }
  ],
  "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/328275",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}