Atlas Lifestyle Planning Group LLC

RIASEC Registered

Total AUM

$72.5M

Discretionary

0% of AUM

Avg account

$403K

Accounts

180

Employees

Advisory reps

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 305278
Website: atlasfirms.com
Custodians: ASSETMARK TRUST CO., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI66.9%
Individuals33.1%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Atlas Lifestyle Planning Group LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm describes itself as a capital allocator and provides a mix of financial planning and portfolio management services for individuals and small businesses, along with pension consulting and the selection of other advisers (i.e., use of third‑party managers or subadvisers). Its fee models include percentage of AUM, hourly charges, fixed fees and other arrangements. The firm identifies as an active ESG investor and maintains industry relationships with accountants and insurance companies.