Overview
Assets Under Management: $157 million
Headquarters: BRADENTON, FL
High-Net-Worth Clients: 45
Average Client Assets: $2.3 million
Frequently Asked Questions
LIFESTYLE FREEDOM ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283512), LIFESTYLE FREEDOM ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
LIFESTYLE FREEDOM ADVISORY GROUP, LLC is headquartered in BRADENTON, FL.
LIFESTYLE FREEDOM ADVISORY GROUP, LLC serves 45 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, LIFESTYLE FREEDOM ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LIFESTYLE FREEDOM ADVISORY GROUP, LLC manages $157 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, LIFESTYLE FREEDOM ADVISORY GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.08%
Average Client Assets: $2.3 million
Total Client Accounts: 366
Discretionary Accounts: 365
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 283512
Filing ID: 2059591
Last Filing Date: 2026-03-12 08:30:31