CRD: 300683
Lifetime Financial Foundations, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-25-2019
- Office Locations
- 1
Office Locations
About Lifetime Financial Foundations, LLC
Lifetime Financial Foundations, LLC is a founder-led retail advisory practice focused on holistic financial planning, with an emphasis on retirement and estate planning. The firm builds custom plans and ongoing guidance around clients’ goals, and portfolios are primarily implemented with ETFs and cash in managed accounts. Custodied with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 205 clients, or 205 clients per representative. That equates to $212.2K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lifetime Financial Foundations, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Lifetime Financial Foundations, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Shawn D Minnich Dr.
Chief Executive Officer, Financial Professional
- CRD
- #7072862
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,495,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,495,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lifetime Financial Foundations, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.