LIFESPAN FINANCIAL STRATEGIES, INC.

1655 North Commerce Parkway
Suite 203
Weston, Florida 33326
Tel: 954-385-7812

About LIFESPAN FINANCIAL STRATEGIES, INC.

LIFESPAN FINANCIAL STRATEGIES, INC, formally registered with the SEC as LIFESPAN FINANCIAL STRATEGIES, INC. The firm was established in 08/16/2023. They have over 1 offices throughout the country.

LIFESPAN FINANCIAL STRATEGIES, INC. is a Weston, Florida based Financial Planning firm with nearly $304,768,048 assets under management, offering retirement planning & investment advisory services to 1061 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119800
SEC#	801-128580
Assets Managed by Firm	$304,768,048
No. of Clients	1061
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY INVESTMENT MANAGERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1061	$304,768,048
Individuals (other than high net worth individuals)	403	$149,290,823
High net worth individuals	68	$155,477,225

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