# Lifetime Financial

> Lifetime Financial is a state-registered investment advisory firm in Takoma Park, MD, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 312171
- Filed as: LIFETIME FINANCIAL
- Legal name: Lifetime Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Takoma Park, MD
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312171
- AdvisorCensus page: https://advisorcensus.com/firm/lifetime-financial-takoma-park-md-312171

## Quick answers

**How is Lifetime Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Lifetime Financial 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.

**Where is Lifetime Financial located?**
Lifetime Financial's principal office is in Takoma Park, MD, according to its Form ADV.

**Is Lifetime Financial registered with the SEC or a state?**
Lifetime Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312171.

**How much does Lifetime Financial manage?**
Lifetime Financial reports $44,628,618 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (0% discretionary).

**What types of clients does Lifetime Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (8).

**Does Lifetime Financial report any disciplinary disclosures?**
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/312171

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $44,628,618
- Discretionary: $0
- Non-discretionary: $44,628,618

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,351,515 |
| High net worth individuals | 21 | $40,277,103 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lifetimefinancial.com](https://lifetimefinancial.com)
- [lifetimefinancial.com/full-resource-list](https://lifetimefinancial.com/full-resource-list)
- Facebook @lifetimefinancialadvisors
- Instagram @lifetimefinancialadvisors
- LinkedIn @lifetime-financial-dc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifetime Financial (CRD 312171): Form ADV filing data as of October 2026.