← Directory
LIFEGUIDE FINANCIAL ADVISORS, LLC
CRD 284842File 801-108442
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$562.9M
Above cohort median (national)
Discretionary AUM
$560.8M
Non-discretionary $2.2M
Clients
778
2,715 accounts
Employees
25
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 28, 2016
- Principal office
- 400 W MAIN ST., MECHANICSBURG, PA, 17055
- Phone
- (717) 796-1700
- Website
- HTTP://WWW.LIFEGUIDEFA.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $562.9M
- Discretionary AUM
- $560.8M
- Non-discretionary AUM
- $2.2M
- Discretionary accounts
- 2,684
- Non-discretionary accounts
- 31
- Total accounts
- 2,715
- AUM per client
- $724K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.0M |
| Charitable organizations | 12 | $8.8M |
| High net worth individuals | 150 | $342.0M |
| Individuals (other than high net worth individuals) | 616 | $208.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 736 | 778 | increased by42 |
| Mar 1, 2026 | AUM | $455,567,293 | $562,932,363 | increased by$107,365,070 |
| Mar 1, 2026 | Accounts | 2,524 | 2,715 | increased by191 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 25 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 796 | 736 | decreased by60 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $342,045,041 | $455,567,293 | increased by$113,522,252 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,207 | 2,524 | increased by317 |
| Apr 1, 2022 | Clients | 703 | 796 | increased by93 |
| Apr 1, 2022 | AUM | $267,550,006 | $342,045,041 | increased by$74,495,035 |
| Apr 1, 2022 | Accounts | 2,001 | 2,207 | increased by206 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIFEGUIDE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIFEGUIDE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.