How We Work

An independent, fee-only firm since 2003

Established in 2003, Financial Lifestyle Management is an independent, fee-only Texas Registered Investment Adviser and financial planning firm based in Greenville, Texas — about 45 minutes east of the Dallas Metroplex. We provide financial planning and investment management tailored to your goals.

• Educate about planning & investment options
• A trusted advisor for everyone
• Fiduciary standard: your interests come first
• No commissions, no company allegiances
• Recommend what is in your best interest
• Fees disclosed clearly and in writing upfront

How We Get Paid

Hourly or As-Needed

One-time or periodic advice billed at an hourly rate — ideal for specific planning questions or occasional guidance along the way.

Assets Under Management (AUM)

Ongoing portfolio management billed quarterly as a percentage of your account balance, per our fee schedule.

Comprehensive Financial Plan

Fees vary based on scope and complexity. After we meet, we’ll agree on services and an exact fee before moving forward.

Our Commitment

Fiduciary Standard

Always putting our clients' interests first

No Commissions

Not captive to any product or company

Full Disclosure

All fees disclosed in advance and in writing

Client Education

Educate clients about planning and investment options

Ongoing Training

Credentials maintained via continuing education

We Work For You

Recommending investments that are in your best interest

Schedule a Free Initial Consultation

Let's Get to Know One Another, Schedule a "Get Acquainted" Meeting.
Fiduciary • Fee-Only • Client's Best Interests First

Call (903) 455-1041