Lifestyle Freedom Advisory Group, Llc
- Regulatory AUM
- $157M
- Discretionary
- $157M
- Clients
- 189
- Avg AUM / client
- $830K
- Accounts
- 366
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 117 | $23.4M | 14.9% |
| High net worth individuals | 45 | $104M | 66.1% |
| Pension and profit sharing plans | 6 | $3.2M | 2.06% |
| Corporations and other businesses | 21 | $26.5M | 16.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Richard Fink | Registered representative | CFA | Jul 2018 (8y) | |
| John Russell Daley | Registered representative | Oct 2018 (8y) | ||
| Timothy Hockenhull Daley | Registered representative | Nov 2018 (8y) | ||
| Kevin Hockenhull Daley | Registered representative | Jul 2019 (7y) | ||
| Jeffrey Miles Cooper | Registered representative | Jan 2021 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • REFERRAL FEES AND ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $155M (99% of AUM) Mar 2026
- Capital Group $1.4M (1% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗