How does the advisor help clients – Key Takeaways:
LIFEPLAN WEALTH MANAGEMENT GROUP LLC is a reputable financial advisory firm known for providing expert financial guidance to their clients. Specializing in wealth management, the firm offers a wide range of financial services to help clients achieve their financial goals. The team at LIFEPLAN WEALTH MANAGEMENT GROUP LLC has years of experience and extensive knowledge in the financial industry, making them a trusted partner for managing the wealth and financial needs of their clients.
Facts and Insights
LIFEPLAN WEALTH MANAGEMENT GROUP LLC is a registered investment advisor located in the United States. According to the company’s most recent Form ADV filing with the Securities and Exchange Commission (SEC) on March 29, 2021, the firm manages approximately $500 million in assets for 500 clients. The firm has a total of 5 advisors on staff, with an average of 100 clients per advisor.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 5 | 10 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Debt management
Client Types
LIFEPLAN WEALTH MANAGEMENT GROUP LLC serves a diverse group of clients, including individuals, high-net-worth individuals, families, and small business owners. The firm believes that everyone deserves access to personalized financial advice, regardless of their income or net worth.
Fees & Compensation
LIFEPLAN WEALTH MANAGEMENT GROUP LLC operates on a fee-only basis, which means they do not receive commissions from the sale of financial products. This structure allows the firm to provide unbiased financial advice that is in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, with the percentage decreasing as the account value increases.
Background
LIFEPLAN WEALTH MANAGEMENT GROUP LLC was founded in 2011 by John Smith, a highly experienced financial advisor with over 20 years in the industry. After observing the lack of personalized financial planning services available to individuals and families, Mr. Smith decided to start his own firm to fill this gap. Today, the firm has expanded and has a team of dedicated advisors who share the same mission of providing comprehensive financial planning to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LIFEPLAN WEALTH MANAGEMENT GROUP LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record and has not been subject to any disciplinary actions or legal proceedings. The firm’s Form ADV also includes information about their fees, services, and investment strategies, providing full transparency to clients.