DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Plano, TX 75024
972-378-3677
Helping people live confidently, abundantly, and connected.
About Lifeway Financial
Lifeway Financial is a fee only, fiduciary advisory firm that helps you make clear, confident money decisions. We integrate comprehensive planning, disciplined investment management, and proactive tax strategy so your plan, your portfolio, and your taxes work together.
What makes us different
- Fiduciary, fee only advice, no commissions, transparent pricing.
- Retirement income precision, our Social Security Analyzer tests dozens of claiming strategies, shows breakevens and tax impacts, and aligns benefits with Roth conversions and withdrawal sequencing.
- Evidence based investing, factor aware, tax efficient portfolios with documented targets and guardrails in your Investment Policy Statement, plus disciplined rebalancing and risk controls.
- Tax aware execution, asset location, tax loss harvesting windows, and smart cash management to improve after tax results.
- visible service calendar, recurring reviews, beneficiary and titling checks, and coordination with your CPA and attorney so nothing slips.
- One coordinated team, one integrated plan, one clear point of accountability.
1. Define outcomes, understand constraints, and gather the right data.
2. Build your plan, cash flow, retirement, taxes, risk, education, and estate coordination, with clear, prioritized next steps.
3. Implement your investment policy with low cost building blocks and selective factor tilts.
4. Monitor and refine through scheduled reviews, timely check ins, and rapid response when life changes.
The result
Less noise, more progress you can measure, a plan that adapts as you do, and a long term partner focused on after tax, after fee results.
See Disclosures
General Information
Firm Start Year
2003
No. of Employees
5-9
Firm CRD#
114276
Name of Custodial Firm
Schwab
Work with the following types of clients
Individual Investors, Non-Profit Organizations
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management
Services
Investment Types
FOREX & Currency, Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Bonds
Can meet clients in the following ways
Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, CDFA®, EA
Firm Information
Assets Managed by Firm
$350M
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$3000000
Compensation Methods
Based on Assets
Fee % Based on Assets
0.85
Additional Details on Charges
Fees charged on a tiered scheduled based on the level of assets. Fees are calculated for each level to get to a progressively lower blended rate. For example, the all-in rate on a $5M portfolio would be 0.85%.
Portfolio Value
Up to $1M = 1.10%
$1M - $5M = 0.80%
$5M - $10M = 0.60%
Over $10M = 0.40%
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892936/financialadvisor-Lifeway-Financial-detailed-disclosure.html