LIFESTYLE PLANNING, LLC

Overview

Lifestyle Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering a mix of advisory and planning services rather than institutional pension work. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements, reflecting a hybrid planning-and-portfolio model. Core advisory activities listed are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating the firm both manages assets and acts as a capital allocator to outside managers. The firm does not report active ESG investing and is not identified as a multi-state adviser. Lifestyle Planning, LLC also records an industry affiliation with a law firm, which may reflect a referral or professional-services relationship rather than fiduciary outsourcing.

Assets & Accounts

Investments & Alternatives