Overview
Assets Under Management: $169 million
Headquarters: BIGFORK, MT
High-Net-Worth Clients: 51
Average Client Assets: $1.5 million
Frequently Asked Questions
LIFE PLANNING ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151292), LIFE PLANNING ADVISORS LLC is subject to fiduciary duty under federal law.
LIFE PLANNING ADVISORS LLC is headquartered in BIGFORK, MT.
LIFE PLANNING ADVISORS LLC serves 51 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, LIFE PLANNING ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LIFE PLANNING ADVISORS LLC manages $169 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, LIFE PLANNING ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.75%
Average Client Assets: $1.5 million
Total Client Accounts: 1,071
Non-Discretionary Accounts: 1,071
Regulatory Filings
CRD Number: 151292
Filing ID: 2081765
Last Filing Date: 2026-03-25 11:34:31