Lifestyle Freedom Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Lifestyle Freedom Advisory Group reports 189 clients. They include 117 individual clients, 45 high-net-worth individuals, and 21 corporations and other businesses. Of its assets, 99.9% ($157M across 365 accounts) are managed with discretion; $113K across 1 account is not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 15% |
| High-net-worth individuals | 24% | 66% |
| Pension and profit-sharing plans | 3% | 2% |
| Corporations and other businesses | 11% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 117 | $23.4M | 14.9% | $200K |
| High-net-worth individuals | 45 | $104M | 66.1% | $2.3M |
| Pension and profit-sharing plans | 6 | $3.24M | 2.1% | $540K |
| Corporations and other businesses | 21 | $26.5M | 16.9% | $1.26M |
| Total | 189 | $157M | 100% | $830K |
- Clients
- 117
- Regulatory AUM
- $23.4M
- AUM share
- 14.9%
- Avg. per client
- $200K
- Clients
- 45
- Regulatory AUM
- $104M
- AUM share
- 66.1%
- Avg. per client
- $2.3M
- Clients
- 6
- Regulatory AUM
- $3.24M
- AUM share
- 2.1%
- Avg. per client
- $540K
- Clients
- 21
- Regulatory AUM
- $26.5M
- AUM share
- 16.9%
- Avg. per client
- $1.26M
Total
- Clients
- 189
- Regulatory AUM
- $157M
- AUM share
- 100%
- Avg. per client
- $830K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Lifestyle Freedom Advisory Group charges up to 1.90% a year for its Discretionary Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- ERISA plan services are a percentage of included plan assets, negotiable and not to exceed 1.25% a year, billed quarterly or monthly in arrears or in advance.
- Financial Consulting
- Standalone financial consulting is a fixed fee for plans of $15,000 to $40,000, negotiable.
- Financial Planning
- One-time financial planning is a fixed fee of $5,000 to $10,000. Ongoing planning is $5,000 to $10,000 in the first year and $2,500 after; all fees are negotiable.
- Qualified Plan Participant Advisory
- Advisory services for participants in qualified plans are negotiable and will not exceed 1.00% of the assets advised on, billed quarterly in advance.
Lifestyle Freedom Group, LLC owns 75% or more of Lifestyle Freedom Advisory Group and is in turn owned by David Fink (25–50%) and John R Daley and Beverly H Daley Revocable Trust (25–50%). The leadership team of Lifestyle Freedom Advisory Group includes Chief Compliance Officer John Daley. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- 5 insurance agents
- Owns 75% or more of Lifestyle Freedom Advisory Group, LLC
Lifestyle Freedom Group, LLC
Control person · since February 2016
- Owns 25% to 50% of Lifestyle Freedom Group, LLC
David Fink
Control person · since May 2019
- Owns 25% to 50% of Lifestyle Freedom Group, LLC
John R Daley and Beverly H Daley Revocable Trust
since February 2024
John Daley
Trustee · Control person · since February 2024
Beverly Daley
Trustee · Control person · since February 2024
Timothy Daley
Member · Control person · since May 2019
Besides its headquarters, Lifestyle Freedom Advisory Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
Florida · 1 listed address
- 9040 Town Center Parkway, BradentonHQ
North Carolina · 1 listed address
- 9541 Julian Clark Avenue, Huntersville
Contact and registration details
- Legal name
- Lifestyle Freedom Advisory Group, LLC
- Headquarters
- 9040 Town Center Parkway, Bradenton, FL 34202
- Website
- lifestylefreedom.com
- Phone
- 941-914-9422
- @lifestyle-freedom-llc
- SEC file
- 801-134196
- Structure
- Florida LLC
- Fiscal year end
- December
Lifestyle Freedom Advisory Group’s named custodian for separately managed accounts is Charles Schwab ($155M). Lifestyle Freedom Advisory Group has custody of $6.42M for 6 clients.
- Charles SchwabCharles Schwab & Co. Inc · San Fransico, CA · $155M100%
At year end, Lifestyle Freedom Advisory Group’s separately managed accounts were mostly in funds (74%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds74%
- Cash13%
How many clients does Lifestyle Freedom Advisory Group have?
Lifestyle Freedom Advisory Group has 189 clients and manages $157 million for them, as of March 2026. They include 117 individual clients, 45 high-net-worth individuals, and 21 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Lifestyle Freedom Advisory Group offer?
Lifestyle Freedom Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Lifestyle Freedom Advisory Group charge?
Lifestyle Freedom Advisory Group charges up to 1.90% a year for its Discretionary Asset Management. The fee is billed in arrears and is negotiable.
Which custodians does Lifestyle Freedom Advisory Group use?
Lifestyle Freedom Advisory Group’s separately managed account assets are held at Charles Schwab & Co. Inc (San Fransico, CA), with $155M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Lifestyle Freedom Advisory Group have?
Lifestyle Freedom Advisory Group has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lifestyle Freedom Advisory Group invest in?
At the end of its last fiscal year, Lifestyle Freedom Advisory Group’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities and 13% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lifestyle Freedom Advisory Group?
Lifestyle Freedom Advisory Group is owned through a holding company by David Fink. Its direct owner is Lifestyle Freedom Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Lifestyle Freedom Advisory Group get paid?
Lifestyle Freedom Advisory Group is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lifestyle Freedom Advisory Group?
Lifestyle Freedom Advisory Group’s main office is at 9040 Town Center Parkway, Bradenton, FL 34202. Its phone number is 941-914-9422. Its website is lifestylefreedom.com.
