LIFEPLAN FINANCIAL SERVICES, LP

Overview

Lifeplan Financial Services, LP operates as an independent, domestically organized registered investment adviser focused on advising individuals, families and smaller institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, and functions as a capital allocator rather than a discretionary-only manager. Fee arrangements are mixed — percentage of assets under management combined with hourly and fixed-fee engagements — which supports both ongoing advisory relationships and project-based work. Investment posture leans materially toward public equities: the firm reports a clear preference for exchange-traded equities and uses separately managed account (SMA) structures. All assets on the books are held on a non‑discretionary basis, which suggests a workflow centered on client-authorized trades, model selection, and manager selection rather than unilateral, discretionary trading. Lifeplan maintains industry relationships with accounting and insurance firms to support tax, estate and protection planning components of client programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices