Overview
Assets Under Management: $168 million
Headquarters: SCHAUMBURG, IL
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
LIFEPOINT PLANNING 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 #296911), LIFEPOINT PLANNING is subject to fiduciary duty under federal law.
LIFEPOINT PLANNING is headquartered in SCHAUMBURG, IL.
LIFEPOINT PLANNING serves 53 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, LIFEPOINT PLANNING offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LIFEPOINT PLANNING manages $168 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, LIFEPOINT PLANNING serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.46
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 451
Discretionary Accounts: 434
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 296911
Filing ID: 2043970
Last Filing Date: 2026-02-18 12:42:54