Lifespan Financial Strategies, Inc. is an adviser based in Weston. It manages $12.78 million of regulatory assets for 236 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Georgia, New Hampshire, North Carolina, and Tennessee.
Lifespan Financial Strategies provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lifespan Financial Strategies, Inc. is $12.78 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lifespan Financial Strategies, Inc. for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Laura A Walsh is individuals with 155 clients and $12.04 million of assets under management. Among the 2 most similar advisory firms, Lifespan Financial Strategies has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $12.78 million for 163 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lifespan Financial Strategies doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Laura A Walsh has been acting as President since 1 Mar 1997. Sherwood Forman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lifespan Financial Strategies, Inc. performs its advisory services is located at 1655 North Commerce Parkway, Weston, FL 33326 The mailing address of the firm is 304 Indian Trace, Suite 264, Weston, FL 33326. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 954-385-7812 or by fax 954-384-7716. The normal business hours are by appointment only on Other. You can find more information about the New York firm at lifespanfinancialstrategies.com.