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Lifetime Financial Planners LLC

Lifetime Financial Planners LLC. CRD 328275

Lifetime Financial Planners LLC logo

CRD: 328275

Lifetime Financial Planners LLC

SAN Antonio, TX, 78258
5124009211
www.lifetimefinancialplanners.com
$15.4M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท US Bank
Clients
Retail and Institutional
Platforms
Vector meridianValue +more
Established Date
11-06-2023
Office Locations
1

Office Locations

18911 Hardy OAK Blvd Suite 226 SAN Antonio TX

About Lifetime Financial Planners LLC

Lifetime Financial Planners is an independent, fee-only fiduciary RIA in San Antonio providing comprehensive financial planning, tax planning, and ongoing investment management. The firm builds coordinated plans covering cash flow, retirement income/distribution strategies, risk/insurance, education funding, and legacy goals, including support around executive compensation and major life events. Custody is offered via Charles Schwab.

Team overview

41 AVG AGE
$15.4M AVG AUM / ADVISOR
$531.4K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

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Asset Classes

Ridge Frontier

Client Personas

Oak delta

Custodian

Prime Atlas ridge Peak bridge

Investment Themes

Quantum Delta Horizon Ridge meridian Catalyst pathway

Investment Vehicles

Focus

Services

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Technology

Prime Oak matrix Legacy catalyst

Owner & Executives

KEVIN SCOTT RADEMACHER

KEVIN SCOTT RADEMACHER

Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative

CRD
#5278001
Ownership
75% or more
(966) 967-1715
unison.focus@unisoncapital.com
in linkedin.com/in/eagle-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $15,412,017 --
Non-Discretionary $0 --
Total $15,412,017 --

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Separately Managed Accounts

Total SMA Asset: $15,412,017

$15.4M Total SMA
Public Funds:
52.4%
Cash:
47.6%
Asset class Assets Assets %
Public Funds $2,144,266,872 52.4%
Cash $1,947,845,480 47.6%
Total $4,092,112,352 100.0%

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