Lifestyle Planning, LLC

Overview

Lifestyle Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients and provides comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when specialist expertise is needed. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Lifestyle Planning identifies itself as a capital allocator and is not positioned as an ESG-focused or multi-state adviser. The firm lists an affiliation with a law firm and indicates activity in selecting third-party managers for certain client needs. The SEC registration year is not listed in the source file.

Assets & Accounts

Public Holdings

Investments & Alternatives