{
  "crd_number": 159809,
  "slug": "lifetyme-financial-advisors-llc-scottsdale-az-159809",
  "primary_business_name": "LIFETYME FINANCIAL ADVISORS, LLC",
  "legal_name": "LIFETYME FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-01-11",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "MN",
    "NJ",
    "SC",
    "TX"
  ],
  "websites": [
    "https://ltfallc.com",
    "https://ltfusa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159809",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/lifetyme-financial-advisors-llc-scottsdale-az-159809",
  "display_name": "Lifetyme Financial Advisors, LLC",
  "summary": "Lifetyme Financial Advisors, LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. Lifetyme Financial Advisors, LLC (CRD 159809): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Lifetyme Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifetyme Financial Advisors, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Lifetyme Financial Advisors, LLC located?",
      "a": "Lifetyme Financial Advisors, LLC's principal office is in Scottsdale, AZ, according to its Form ADV."
    },
    {
      "q": "Is Lifetyme Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Lifetyme Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159809."
    },
    {
      "q": "Does Lifetyme Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). 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/159809"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lifetyme-financial-advisors-llc-scottsdale-az-159809.md",
  "clients": [],
  "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/159809",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
