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 $100,408,354 in 442 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $227,168
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
Diana J. Batchelor
CRD#: 4901717
National Harbor, MD 20745

Diana Batchelor (CRD# 4901717) is an Investment Advisor Representative working at Lifetime Wealth Planning And Management, LLC in National Harbor, MD and has over 14 years of experience in the finance industry.

2
Elizabeth G. Gillette
CRD#: 6454143
National Harbor, MD 20745

Elizabeth Gillette (CRD# 6454143) is an Investment Advisor Representative working at Lifetime Wealth Planning And Management, LLC in National Harbor, MD and has over 4 years of experience in the finance industry.

3
Carolyn T. Walder
CRD#: 2920958
National Harbor, MD 20745

Carolyn Walder (CRD# 2920958) is an Investment Advisor Representative working at Lifetime Wealth Planning And Management, LLC in National Harbor, MD and has over 22 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.

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