LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

Overview

Life Advisors Financial Planning And Wealth Management, LLC is an independent, individual-owned RIA organized as an LLC that focuses on individual and family clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and certain business or institutional clients. The firm charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not presented as a multi-state adviser or a capital allocator; it appears to operate on a traditional advisory model that relies on third-party investment products rather than running proprietary pooled funds. The firm is not listed as newly formed and does not position itself as a pension consultant.

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Investments & Alternatives