LIFE PLANNING ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$183,837,532
Discretionary
$65,893,309
Non-discretionary
$117,944,223
Firm details
- CRD number
- 151292
- SEC file number
- 801-126603
- Main office
- BIGFORK, MT, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of November 2026.