Holly Whitmire
Holly Whitmire is a CFP-designated registered investment advisor at Lifeguide Financial Advisors, LLC, based in Mechanicsburg, PA, with 20 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 778 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.30% |
| $500K - $1.0M | 0.93% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.37% |
Minimum annual fee of $1,800 per household. Fees may be negotiable.
Fee Estimator
Location
400 W Main St., Mechanicsburg, PA, 17055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Holly owns a rental property through AirBnB since 2019 and spends minimal time on property maintenance. This activity is not investment-related.
Employment History
Current Registrations
Lifeguide Financial Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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