Livelsberger Financial Advisory

Livelsberger Financial Advisory is an established registered investment adviser with 40 years of experience in the financial services industry. The firm specializes in providing comprehensive financial planning services for individuals, families, and small businesses, including retirement planning, estate planning, college planning, risk management, and tax planning. Livelsberger Financial Advisory manages client assets on a discretionary basis, providing education and guidance to clients in making investment decisions. As of December 31, 2024, the firm manages a total of $160,941,461 in advisory assets. The firm charges fees based on a percentage of assets under management, starting at up to 2% in the first year and lowering to 1% thereafter. Additional financial planning and consulting services are billed at a flat rate of $75.00 per hour. Livelsberger Financial Advisory may recommend insurance products and receive commissions from insurance companies, always prioritizing the client's best interest. The firm does not charge performance-based fees and does not impose account minimums. Clients have the option to be billed directly for fees or authorize fee deductions from their accounts. The firm uses Charles Schwab & Co., Inc. as a custodian and does not accept soft dollar benefits. Livelsberger Financial Advisory does not provide compensation for client referrals and does not vote for proxies on behalf of clients. Clients are encouraged to review account statements provided by the custodian and are responsible for notifying the firm of any changes in their financial situation or investment objectives.