Wealth Manager
    Manages Private Funds

    Life Planning Advisors LLC

    Registered investment advisor · Bigfork, Montana · CRD #151292

    Assets Under Management
    $169M
    Client Accounts
    1,071
    Employees
    4
    CRD Number
    151292
    Registration
    BOTH Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Life Planning Advisors LLC

    Life Planning Advisors LLC is a registered investment advisory firm headquartered in Bigfork, Montana, managing approximately $169M in regulatory assets across 1,071 client accounts. The firm's full regulatory record is filed with the SEC under CRD #151292.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Life Planning Advisors LLC

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    Frequently Asked Questions

    What is Life Planning Advisors LLC's AUM?

    Life Planning Advisors LLC reports approximately $169M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Life Planning Advisors LLC headquartered?

    Life Planning Advisors LLC is headquartered in Bigfork, Montana.

    What is Life Planning Advisors LLC's CRD number?

    Life Planning Advisors LLC's CRD number is 151292. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Life Planning Advisors LLC manage?

    Life Planning Advisors LLC manages approximately 1,071 client accounts according to its latest SEC filing.

    Is Life Planning Advisors LLC SEC registered?

    Life Planning Advisors LLC is registered as a BOTH investment adviser.

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