LIFEPLAN GROUP

7201 Creedmoor Rd.
Suite 147
Raleigh, North Carolina 27613
Tel: 919-858-6119

About LIFEPLAN GROUP

LIFEPLAN GROUP, formally registered with the SEC as LIFEPLAN GROUP. The firm was established in 11/16/2021. They have over 1 offices throughout the country.

LIFEPLAN GROUP is a Raleigh, North Carolina based Financial Planning firm with nearly $183,998,415 assets under management, offering retirement planning & investment advisory services to 796 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144157
SEC#	801-122570
Assets Managed by Firm	$183,998,415
No. of Clients	796
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CO-ADVISOR/SOLICITOR % OF ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (SELECTION OF MGRS THROUGH CO-ADVISOR)

Firm Client Information

	No. of Clients	AUM
Firm Total	796	$183,998,415
Individuals (other than high net worth individuals)	154	$59,820,875
High net worth individuals	85	$123,862,553
Corporations or other businesses	Fewer than 5 clients	$314,987

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