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LIFETIME FINANCIAL PLANNERS LLC
CRD 328275
18911 HARDY OAK BLVD, SUITE 226, SAN ANTONIO, TX, 78258, United States
Phone
(512) 400-9211
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$15.4M
Team
1 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.5M |
| High net worth individuals | 9 | $11.8M |
| Charitable organizations | 1 | $41K |
All web addresses on file
- https://lifetimefinancialplanners.com
- https://www.linkedin.com/company/lifetime-financial-planners-llc
- https://www.napfa.org/firm/50415/41542
- https://connect.xyplanningnetwork.com/find-an-advisor/kevin-rademacher-11645
- https://www.feeonlynetwork.com/financial-advisor/kevin-rademacher/
- https://directory.tpr.org/united-states/san-antonio/financial-services/lifetime-financial-planners
- https://www.nextavenue.org/the-yearly-check-up-not-just-for-health/
Official SEC filing: View on IAPD