Douglas Denlinger
Douglas Denlinger is a registered investment advisor at Lifeguide Financial Advisors, LLC, based in Mechanicsburg, PA, with 22 years of industry experience. Douglas 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
Douglas is the owner of Psalms241, LLC, a rental property business, since 2021. He spends minimal time on management decisions for the LLC.
Employment History
Current Registrations
Lifeguide Financial Advisors, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
First Command Financial Planning, INC.Broker
State Registrations2 states
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.