LIFE PLANNING ADVISORS LLC

RIASEC RegisteredEst. 2022

Total AUM

$169M

Discretionary

0% of AUM

Avg account

$158K

Accounts

1,071

Employees

Advisory reps

Firm details

Headquarters: BIGFORK, Montana
CRD number: 151292
Registered since: September 22, 2022
Website: www.lifeplanningadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals53.28%
HNWI45.75%
Corporations / Businesses0.6%
Pension & Profit Sharing Plans0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Life Planning Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC and owned by an individual. The firm describes itself as a capital allocator serving both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, and publication of client-facing materials. Compensation is a mix of AUM-based fees, fixed fees, and other arrangements. The firm does not identify as an active ESG investor. The adviser appears to operate with a client-focused planning orientation while also acting as an allocator to third-party managers. An insurance-company affiliation is noted among its industry links, which aligns with the firm’s use of insurance products in client solutions.