# Life Wise Planning Group LLC

> Life Wise Planning Group LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 327236
- Filed as: LIFE WISE PLANNING GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327236
- AdvisorCensus page: https://advisorcensus.com/firm/life-wise-planning-group-llc-scottsdale-az-327236

## Quick answers

**How is Life Wise Planning Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Life Wise Planning Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Life Wise Planning Group LLC located?**
Life Wise Planning Group LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Life Wise Planning Group LLC registered with the SEC or a state?**
Life Wise Planning Group LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327236.

**How much does Life Wise Planning Group LLC manage?**
Life Wise Planning Group LLC reports $54,962,560 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Life Wise Planning Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117); high net worth individuals (14); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Does Life Wise Planning Group 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/327236

## 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: $54,962,560
- Discretionary: $54,962,560
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 117 | $21,323,202 |
| High net worth individuals | 14 | $30,830,018 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $2,809,340 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Life Wise Planning Group LLC (CRD 327236): Form ADV filing data as of October 2026.