Livelsberger Financial Advisory
SEC RegisteredFinancial Advisers Based In Ashland Ohio
About the firm
Livelsberger Financial Advisory is a financial advisory firm based in Ashland, Ohio. The firm focuses on guiding clients through retirement planning and financial decision-making, with particular attention to the Baby Boomer Generation entering retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advisory services including retirement distribution planning, investment selection for retirees, Social Security timing guidance, and financial planning for future goals.
Who they serve
Baby Boomers entering retirement and Millennials (Generation Y) starting their financial lives, including those seeking retirement distribution strategies and future financial planning goals such as buying a house and managing student debt.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 365 | $138M |
| High Net Worth Individuals | 6 | $28M |
| Charitable Organizations | 8 | $8.9M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First year of engagement | 2.00% |
| After first year | 1.00% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Livelsberger Financial Advisory has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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