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| Keyboard |
| Life Planning Advisors LLC
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|---|---|
| CRD # | 151292 |
| SEC # | 801-126603 |
| CIK # | |
| AUM | 169.2 M (2026-03-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 760-918-0304 |
| Address | 62 Bay Harbor Drive Bigfork, MT 59911 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 924 | 90.1 |
| (b) Individuals (high net worth individuals) | 51 | 77.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,071 | 169.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,071 | 169.2 |
| Total | 1,071 | 169.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.2 | |
| Total | 1,071 | 169.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mandalay Financial LLC
✚
|
TX | 171.5 M |
|
Littlejohn Financial Services Inc
✚
|
OR | 171.3 M |
|
Donald W Nicholson & Associates Ltd
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|
DE | 171.2 M |
|
Avise Financial Cooperative Inc
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|
CA | 169.4 M |
|
FLP Wealth Management LLC
✚
|
AR | 169.1 M |
|
Town Capital LLC
✚
|
MD | 168.8 M |
|
Stewardship Capital Ltd
✚
|
MO | 168.4 M |
|
Boyd Capital Management LLC
✚
|
NY | 168.3 M |
|
The ETF Store Inc
✚
|
KS | 168.2 M |
|
Boyer Financial Services Inc
✚
|
CA | 167.0 M |