# Active Lifestyle Financial Planning

Active Lifestyle Financial Planning is a RIA based in Charleston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Charleston, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://activelifestylefinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/jasonharveyalfp

## Regulatory record

- **CRD number:** 162531
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/162531

## About

Active Lifestyle Financial Planning provides comprehensive fee-only financial planning that addresses all areas of clients' financial lives, with emphasis on tax planning and preparation. Holistic Financial Life Planning is a process that focuses on goals, integrates all areas of financial life, and adjusts as circumstances change. The firm works with clients across the country, not only high net worth individuals.

## Sectors

- Real Estate
- Private Credit
- Consumer Goods
- Venture Capital

## People

- Ben Barzideh — Founder

## Questions

### How does Active Lifestyle Financial Planning source proprietary deal flow?

The firm relies on a regional, relationship-driven sourcing model centered on Barzideh's network from his beverage distribution career across the Midwest. The office maintains no public-facing investment portal, website, or LinkedIn presence, which functions as a deliberate filter against intermediated deal flow.

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- [WRH Energy Partners](https://altss.com/profile/wrh-energy-partners-llc)

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Last updated: 2026-08-11T15:05:57.154Z

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