Kevin Rademacher
Kevin Rademacher is a CFP-designated registered investment advisor at Lifetime Financial Planners LLC, based in San Antonio, TX, with 13 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 22 clients with $15M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
At no point will the fee charged to the client exceed 3% of assets under management with the firm.
Fee Estimator
Contact
Kevin Rademacher
Location
18911 Hardy Oak Blvd, Suite 226, San Antonio, TX, 78258
Get directionsHistory
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 →Employment History
Current Registrations
Lifetime Financial Planners LLC
Previous Registrations
Financial Life Advisors
The Bank of San Antonio Wealth Advisors, LLC
USAA Financial Planning Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Master of Science Degree in Personal Financial Planning