Lifetime Wealth Planning And Management, LLC

Lifetime Wealth Planning And Management, LLC (CRD# 133399) is a financial advisory firm headquartered in National Harbor, MD. They manage $78,035,958 in 491 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $158,933
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, TX, VA

Financial Advisors at Lifetime Wealth Planning And Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Carolyn T. Walder
CRD#: 2920958
120 Waterfront Street, Suite 410, National Harbor, MD 20745
96
Wealthminder
score

Carolyn Walder (CRD# 2920958) is an Investment Advisor Representative working at Lifetime Wealth Planning And Management, LLC in National Harbor, MD and has over 19 years of experience in the finance industry. Carolyn Walder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Diana J. Batchelor
CRD#: 4901717
120 Waterfront Street, Suite 410, National Harbor, MD 20745
93
Wealthminder
score

Diana Batchelor (CRD# 4901717) is an Investment Advisor Representative working at Lifetime Wealth Planning And Management, LLC in National Harbor, MD and has over 11 years of experience in the finance industry.

3
Elizabeth G. Gillette
CRD#: 6454143
120 Waterfront Street, Suite 410, National Harbor, MD 20745
88
Wealthminder
score

Elizabeth Gillette (CRD# 6454143) is an Investment Advisor Representative working at Lifetime Wealth Planning And Management, LLC in National Harbor, MD and has 1 year of experience in the finance industry.

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