# Life Advisors Financial Planning and Wealth Management, LLC

> Life Advisors Financial Planning and Wealth Management, LLC is a state-registered investment advisory firm in Munfordville, KY, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 148573
- Filed as: LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Munfordville, KY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148573
- AdvisorCensus page: https://advisorcensus.com/firm/life-advisors-financial-planning-and-wealth-management-llc-munfordville-ky-148573

## Quick answers

**How is Life Advisors Financial Planning and Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Life Advisors Financial Planning and Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Life Advisors Financial Planning and Wealth Management, LLC located?**
Life Advisors Financial Planning and Wealth Management, LLC's principal office is in Munfordville, KY, according to its Form ADV.

**Is Life Advisors Financial Planning and Wealth Management, LLC registered with the SEC or a state?**
Life Advisors Financial Planning and Wealth Management, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148573.

**How much does Life Advisors Financial Planning and Wealth Management, LLC manage?**
Life Advisors Financial Planning and Wealth Management, LLC reports $14,781,677 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Life Advisors Financial Planning and Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (2).

**Does Life Advisors Financial Planning and Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148573

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,781,677
- Discretionary: $14,781,677
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $10,673,924 |
| High net worth individuals | 2 | $4,107,753 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2008 (17 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Life Advisors Financial Planning and Wealth Management, LLC (CRD 148573): Form ADV filing data as of October 2026.