This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$326MItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$326M

Private client RAUM

$325MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$81.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,083

Individual clients

138

High net worth clients

140

SEC number

801-122570

CRD

144157

Filings on the tape

10

First filed

Sep 28, 2021

Latest filed

Jul 30, 2026

Organised

Corporation, NC

Website

lifeplangroup.com

• Occurred

  Sep 28, 2021
  First Form ADV filing

  Lifeplan Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7182fa5a-ff13-8ebb-6c64-7316acb7d5a8

First observed

Sep 28, 2021

Last observed

Jul 30, 2026 52 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.