# Life Planning Advisors LLC

> Life Planning Advisors LLC is an SEC-registered investment advisory firm in Bigfork, MT, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 151292
- Filed as: LIFE PLANNING ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bigfork, MT
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151292
- AdvisorCensus page: https://advisorcensus.com/firm/life-planning-advisors-llc-bigfork-mt-151292

## Quick answers

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

**Where is Life Planning Advisors LLC located?**
Life Planning Advisors LLC's principal office is in Bigfork, MT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Life Planning Advisors LLC registered with the SEC or a state?**
Life Planning Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 151292.

**How much does Life Planning Advisors LLC manage?**
Life Planning Advisors LLC reports $169,160,654 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary).

**How have Life Planning Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Life Planning Advisors LLC: Regulatory assets under management: $119,691,148 in the October 2022 data and $169,160,654 in the October 2026 data, up 41%. Total employees: 5 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Life Planning Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (924); high net worth individuals (51); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Life Planning Advisors LLC use?**
Life Planning Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Life Planning Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151292

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $169,160,654
- Discretionary: $0
- Non-discretionary: $169,160,654

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 924 | $90,131,432 |
| High net worth individuals | 51 | $77,385,628 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $625,742 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,017,852 |
| Other | 0 | $0 |

### 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, MT, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bigfork, MT

### Websites listed on Form ADV (Item 1.I)
- lifeplanningadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $119,691,148 | 5 | September 16, 2022 |
| October 2023 | $106,736,292 | 5 | July 7, 2023 |
| October 2024 | $133,305,157 | 4 | September 6, 2024 |
| October 2025 | $153,980,000 | 4 | May 27, 2025 |
| October 2026 | $169,160,654 | 4 | March 25, 2026 |

Regulatory assets under management: $119,691,148 in the October 2022 data and $169,160,654 in the October 2026 data, up 41%.
Total employees: 5 in October 2022 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Life Planning Advisors LLC (CRD 151292): Form ADV filing data as of October 2026.