Lifestyle Planning, LLC

RIAState Registered

Total AUM

$43M

Discretionary

0% of AUM

Avg account

$197K

Accounts

218

Employees

Advisory reps

Firm details

Headquarters: Chandler, Arizona
CRD number: 321856
Website: www.lifestyleplanningfirm.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.76%
Individuals39.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lifestyle Planning, LLC is an independent, individual-owned advisory firm that serves individuals and families. The firm operates as a limited liability company and positions itself as a capital allocator that blends financial planning with portfolio management and manager selection. Its service mix includes comprehensive financial planning, investment management for individuals and small businesses, and the selection of third-party advisers. Clients are charged via a mix of AUM-based fees, hourly billing, and fixed fees. The firm is state-registered in Arizona, Nevada and Texas and reports that it is not an active ESG investor.