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LIFE PLANNING ADVISORS LLC

62 Bay Harbor Drive
#2826
Bigfork, Montana 59911
Tel: 760-918-0304

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About LIFE PLANNING ADVISORS LLC

LIFE PLANNING ADVISORS LLC, formally registered with the SEC as LIFE PLANNING ADVISORS LLC. The firm was established in 09/22/2022. They have over 4 offices throughout the country.

LIFE PLANNING ADVISORS LLC is a Bigfork, Montana based Financial Planning firm with nearly $133,305,157 assets under management, offering retirement planning & investment advisory services to 724 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151292
SEC#801-126603
Assets Managed by Firm$133,305,157
No. of Clients724
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (% OF PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total724$133,305,157
Individuals (other than high net worth individuals)446$93,617,033
High net worth individuals37$38,239,872
Pension and profit sharing plans1$425,000
Corporations or other businesses2$1,023,252

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DAVIDSON INVESTMENT ADVISORS, INC.
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STACK FINANCIAL MANAGEMENT INC
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BITTERROOT CAPITAL ADVISORS LLC
118 East Main Street
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