Lifeguide Financial Advisors, LLC
Mechanicsburg, PA·SEC-registered · CRD #284842
Lifeguide Financial Advisors, LLC is an SEC-registered investment advisory firm in Mechanicsburg, PA managing $563M across 2.7k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$563M
Client accounts
2.7k
Advisory staff
16
Fee model
Fee-based
How Lifeguide Financial Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lifeguide Financial Advisors, LLC
How much does Lifeguide Financial Advisors, LLC manage?
Per its most recent SEC Form ADV filing (06/15/2026), Lifeguide Financial Advisors, LLC reports $563M in regulatory assets under management across roughly 2.7k client accounts.
How does Lifeguide Financial Advisors, LLC charge?
Lifeguide Financial Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lifeguide Financial Advisors, LLC a fiduciary?
Yes. Lifeguide Financial Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #284842), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lifeguide Financial Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lifeguide Financial Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Mechanicsburg, PA
Profile compiled from Lifeguide Financial Advisors, LLC's public SEC Form ADV filing (CRD #284842, filed 06/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lifeguide Financial Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lifeguide Financial Advisors, LLC? Claim this profile.