# Lifetime Financial Planners

Lifetime Financial Planners is an Other.

## Overview

- **Organization type:** Other
- **Assets under management:** Undisclosed
- **Website:** https://lifetimefinancialplanners.com
- **LinkedIn:** https://www.linkedin.com/company/lifetime-financial-planners-llc

## Regulatory record

- **CRD number:** 328275
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328275

## About

LIFETIME FINANCIAL PLANNERS LLC is a state-registered investment adviser in SAN ANTONIO, TX. The firm manages approximately $15 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Lifetime Financial Planners?

No principal or investment decision-maker is publicly associated with Lifetime Financial Planners LLC. A search of state business registrations, FINRA BrokerCheck, and the SEC's Investment Adviser Public Disclosure database returns no leadership names for this entity.

### What is Lifetime Financial Planners' known investment strategy?

The firm has disclosed no investment strategy through any public channel. There are no regulatory filings, press releases, or website statements describing an asset-class focus, stage preference, or sector mandate. Its posture as an institutional or family-office investor cannot be confirmed.

### What is the firm's known track record or deployment history?

No track record can be established.No direct investments, fund commitments, or co-investments are publicly linked to Lifetime Financial Planners LLC.

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Last updated: 2026-08-10T20:11:24.188Z

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