About Life Story Financial
Life Story Financial is a Registered Investment Advisor firm founded in 2022 by financial advisor Michelle Francis and offers financial planning, retirement planning and investment management services. Clients can choose from flexible pricing options including a flat fee for comprehensive financial planning, an asset-based fee for investments and an hourly fee for financial advice. The firm's financial services are available in-person in Metro Denver and virtually across the United States.
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General Information
Firm Start Year
2022
No. of Employees
1
CRD#
6732786
Firm CRD#
319662
Name of Broker/Dealer
N/A
Name of Custodial Firm
AssetMark Trust
States Licensed in
Colorado
Years of Experience in Financial Services
7
Number of Years with Current Firm
2
Work Experience
Financial planning is a second career for me, which gives me unique insight from my work in the corporate world and as a small business owner. I started training at a boutique wealth management firm in 2016, and became fully licensed in early 2018. I founded my Registered Investment Advisor firm in 2022.
Work with the following types of clients
Individual Investors
Foreign Languages Serviced
English
Advisory Services Provided
Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66
Firm Information
Firm's Number of Clients
24
Firm's Number of Planning Clients
12
Firm's Number of Managed Clients
14
Assets Managed by Firm
$3,885,235
Advisor's Number of Clients
24
Advisor's Number of Managed Clients
14
Advisor's Number of Planning Clients
12
Assets Managed by Advisor
$3,885,235
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Flat Fee, Hourly, Based on Assets
Fee % Based on Assets
1%
Hourly Rate
$300.00
Additional Details on Charges
Flat fee comprehensive financial plans starting at $4,000, based on based on income, assets and overall complexity.
Minimum Fee Charged for Managed Accounts
$1,250
Minimum Fee Charged for Hourly Planning Accounts
$300
Education
Bachelor of Science - Business Administration and Human Resources
Regis University
1997 -2004
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891963/financialplanners-Life-Story-Financial-detailed-disclosure.html
Disclaimer
Life Story Financial LLC is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.