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LIFEGUIDE FINANCIAL ADVISORS, LLC

MECHANICSBURG, PA · CRD 284842 · IAPD ↗ · lifeplan.lifeguidefa.com · (717) 796-1700

$562.9MRegulatory AUM
16Advisory reps
25Employees
0Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — LIFEGUIDE FINANCIAL ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2026 — LIFEGUIDE FINANCIAL ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — LIFEGUIDE FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($455.6M -> $562.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
June 2025 — LIFEGUIDE FINANCIAL ADVISORS, LLC notice-filed in CO, CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — LIFEGUIDE FINANCIAL ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2025 — LIFEGUIDE FINANCIAL ADVISORS, LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
September 2024 — LIFEGUIDE FINANCIAL ADVISORS, LLC changed its website from lifeplan.lifeguidefa.com to vimeo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
May 2024 — LIFEGUIDE FINANCIAL ADVISORS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2024 — LIFEGUIDE FINANCIAL ADVISORS, LLC notice-filed in FL, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.