Life Planning Solutions, LLC

Overview

Life Planning Solutions, LLC is a small, client-focused advisory practice organized as an LLC and owned by an individual. The firm combines fee-for-service financial planning (hourly and fixed fees) with discretionary portfolio management for individuals and small businesses, and operates as a registered representative of a broker‑dealer. Investment activity is concentrated, with a clear tilt toward publicly traded equities and a willingness to use third‑party alternative managers for specific real-asset and commodity exposures. The practice does not position itself as an active ESG investor and is not set up as a multi‑state adviser, which suggests a local or regionally focused client base and a streamlined compliance footprint. Investment preferences emphasize equities as the core allocation, supplemented by targeted allocations to real estate, commodities and energy (oil & gas) through external managers or vehicles. The combination of hourly/fixed fees and broker‑dealer affiliation indicates a hybrid servicing model: financial planning and advisory relationships on one hand, and access to broker-dealer products on the other.

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Location & Offices