Lifeway Financial Corporation

Wealth Management / Financial Advisory Serviceslifewayfinancial.com

Lifeway Financial Corporation is a fee-only, SEC-registered investment advisor in Plano, Texas, providing comprehensive financial planning and investment management services on a flat-fee and quarterly subscription basis to individuals and family groups in the Dallas-Fort Worth metroplex.

Company typePrivate
Founded2000
HeadquartersPlano, United States
Headcount11–50
GTM typeB2C
OfferingServices

What Lifeway Financial Corporation does

Lifeway Financial Corporation is a fee-only, SEC-registered investment advisor headquartered in Plano, Texas, providing comprehensive financial planning and investment management services to individuals and family groups. The firm was founded in 2000 by David T. Brunson (CFA, CFP, CDFA) and operates with a core team of four professionals—Trey Touchstone (President, Director of Investment Management, CCO; CFA, CQF, EA), Dallas McKee (Vice President, Director of Financial Planning; CFP, CDFA), the founder, and Lacey Garcia (Operations Consultant; CFP, CDFA). Touchstone and McKee are identified as shareholders alongside Brunson; Garcia is now an outside consultant after previously serving as a shareholder and Director of Operations.

The service offering is organized around three core products: Financial Planning (a comprehensive, multi-topic initial engagement covering net worth, cash flow, tax, education, risk management, retirement, estate, and business planning), Investment Management (a long-term, fee-only portfolio management approach with policy/sector/investment-level asset allocation decisions), and a Relationship Summary documenting the firm's service framework. The firm is not a technology company; its platform is fundamentally human-advisor-driven, with Orion Advisor used for client portal access and Twenty Over Ten powering the marketing website. The investment philosophy is illustrated by an example citing a diversified 60/40 portfolio recovering a year and four months sooner than an S&P 500-only portfolio during the Great Financial Crisis.

The business model is recurring subscription/flat-fee only with no commissions, structured as: (1) a flat fee for the initial comprehensive financial plan, (2) a quarterly fee for the ongoing planning review relationship, and (3) a quarterly fee for investment management—each billed as a subscription. GTM is sales-led with a content-marketing front end (categorized blog, eight social channels, podcast, email newsletter) feeding Calendly-scheduled complimentary one-hour concept meetings. The firm operates from a single Plano, Texas office (7160 Dallas Parkway, Suite 520) serving the Dallas-Fort Worth metroplex, and accepts a deliberately limited number of comprehensive planning clients due to advisor time intensity.

Lifeway Financial Corporation firmographics

Firmographics

Name: Lifeway Financial Corporation
Legal name: Lifeway Financial Corporation
Website: https://lifewayfinancial.com
Company type: Private
Founded year: 2000
Operating status: Operating
Headcount range: 11–50 employees
Short description: Lifeway Financial Corporation is a fee-only, SEC-registered investment advisor in Plano, Texas, providing comprehensive financial planning and investment management services on a flat-fee and quarterly subscription basis to individuals and family groups in the Dallas-Fort Worth metroplex.
Ownership category
akta.pro rank

Lifeway Financial Corporation industry classification

Industry

Product category: Wealth Management / Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive Financial Planning (FSAEAAAA)
akta.pro secondary industries: Discretionary Portfolio Management (Retail) (FSAAAAAH), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

Financial planning services
Investment management
Retirement planning
Estate planning
Fee-only advisory

Where Lifeway Financial Corporation is headquartered

Location

Headquarters

HQ city: Plano
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Lifeway Financial Corporation business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

Financial Planning - Initial Phase: Flat fee charged for comprehensive initial financial plan based on complexity of client situation. Covers multiple meetings for information gathering, goal establishment, strategy development, and execution.
Financial Planning - Ongoing Phase: Quarterly fee for periodic planning review including all meetings and communications throughout the year. Ongoing advisory relationship with 2-3 meetings per year in specified months.
Investment Management: Quarterly management fee for investment management services, including all meetings and communications throughout the year. Services provided on a fee-only basis with no commissions or product-based compensation.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Investment Management - Quarterly Fee
Other	Multi-year contract	Financial Planning - Initial Phase (Flat Fee)
Subscription	Annual	Financial Planning - Ongoing Phase (Quarterly Fee)

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Lifeway Financial Corporation product offering

Product offering

Core offering

Lifeway Financial Corporation provides comprehensive, fee-only financial planning and investment management services to individuals and family groups on a fiduciary basis. The financial planning service covers client goals, net worth analysis, cash flow analysis, tax planning, education planning, risk management, financial independence, retirement planning, estate planning, investment review, business planning, and unique issues. Investment management is delivered on a long-term, fundamental asset allocation approach executed at policy, sector, and investment levels. The firm also publishes a Client Relationship Summary (Form CRS) describing its services and operations.

Product overview

Lifeway Financial Corporation offers a unified suite of fee-only financial advisory services centered around three core offerings: Financial Planning, Investment Management, and Relationship Summary. The Financial Planning service encompasses comprehensive planning across net worth analysis, cash flow, tax planning, education planning, risk management, retirement planning, and estate planning. The Investment Management service provides ongoing portfolio management guided by client objectives and constraints, with execution at policy, sector, and investment levels. The Relationship Summary documents operational details and service framework. All services are provided on a fee-only fiduciary basis to individuals and family groups.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning Comprehensive fee-only financial planning service for individuals and family groups, covering client goals, net worth analysis, cash flow analysis, tax planning, education planning, risk management, financial independence, retirement planning, estate planning, investment review, business planning, and unique client issues. Delivered through a multi-phase engagement (concept meeting, initial flat-fee plan, ongoing quarterly reviews).
Investment Management
Relationship Summary (Form CRS)

Quantifiable outcome

Diversified 60/40 portfolio recovered a year and four months sooner than S&P 500-only portfolio during Great Financial Crisis (illustrative example)

Companies that use Lifeway Financial Corporation

Customer profile

Segments1 record

Ideal customer profiles1 record

Lifeway Financial Corporation technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Lifeway Financial Corporation partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Lifeway Financial Corporation competitors and assessment

Company assessment

Market position

Competitive moat3 records

Key risks3 records

Key highlights6 records

Customer concentration

Lifeway Financial Corporation financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Lifeway Financial Corporation leadership team

Management profile

Number of profiles

Profiles4 records

Lifeway Financial Corporation funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Lifeway Financial Corporation M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lifeway Financial Corporation

What does Lifeway Financial Corporation do?

Is Lifeway Financial Corporation a public or private company?

Lifeway Financial Corporation is a private company. It is classified as management employee owned and is currently operating.

When was Lifeway Financial Corporation founded?

Lifeway Financial Corporation was founded in 2000. It employs 11 to 50 people.

Where is Lifeway Financial Corporation based?

Lifeway Financial Corporation is headquartered in Plano, United States, in the North America region.

How does Lifeway Financial Corporation make money?

Three revenue lines are on record. Financial Planning - Initial Phase is the primary driver. The others are financial Planning - Ongoing Phase and investment Management.

Does Lifeway Financial Corporation have an API?

No public API is recorded for Lifeway Financial Corporation.

What industry is Lifeway Financial Corporation in?

Lifeway Financial Corporation's product category is Wealth Management / Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.