LIFE STORY WEALTH PLANNING

Overview

Life Story Wealth Planning operates as a limited liability company providing financial planning and portfolio management services for individuals, small businesses and institutional/business clients. The firm’s business model blends ongoing asset management with project-based advice, using a mix of percentage-of-AUM billing, hourly charges and the ability to structure performance-based fees. Filings list the advisor as owned by an individual and classify its registration status as unclassified; the firm does not identify as a multi-state or ESG-focused manager. Service emphasis is on personalized planning and discretionary portfolio implementation for private clients and small operating entities. Life Story Wealth Planning relies on third‑party managers for portions of its investment program, particularly in alternative strategies, while maintaining standard mutual fund and ETF sleeves for core equity and fixed income exposure. The adviser is not listed as a capital allocator and its public footprint is limited, which suggests a small-scale operation focused on tailored client relationships rather than large institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices