# Life Planning Solutions, LLC

> Life Planning Solutions, LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 157683
- Filed as: LIFE PLANNING SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157683
- AdvisorCensus page: https://advisorcensus.com/firm/life-planning-solutions-llc-157683

## Quick answers

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

**Is Life Planning Solutions, LLC registered with the SEC or a state?**
Life Planning Solutions, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 157683.

**How much does Life Planning Solutions, LLC manage?**
Life Planning Solutions, LLC reports $17,000,000 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does Life Planning Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); charitable organizations (1).

**Does Life Planning Solutions, 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/157683

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,000,000
- Discretionary: $17,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $16,900,000 |
| Charitable organizations | 1 | $100,000 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lifeplanningsolutions.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Life Planning Solutions, LLC (CRD 157683): Form ADV filing data as of October 2026.