{
  "crd_number": 156548,
  "slug": "lifeplan-financial-services-lp-kingwood-tx-156548",
  "primary_business_name": "LIFEPLAN FINANCIAL SERVICES, LP",
  "legal_name": "LIFEPLAN FINANCIAL SERVICES, LP",
  "dbas": [],
  "city": "Kingwood",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-06-01",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-02-23",
  "carried_forward": false,
  "raum_total": 96087259.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 96087259.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 2292442.0,
      "count": 3,
      "description": "DONOR ADVISED FUNDS & CRUT",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 41385.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 12542049.0,
      "count": 69
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 6382463.0,
      "count": 8
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 74828920.0,
      "count": 59
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/LifePlan-Financial-Services-LP-197365474059681",
    "https://lifeplanfinancial.biz",
    "https://linkedin.com/in/chuck-debenon-cpa-pfs-778a25128",
    "https://twitter.com/KingwoodFinance"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156548",
  "city_as_filed": "KINGWOOD",
  "url": "https://advisorcensus.com/firm/lifeplan-financial-services-lp-kingwood-tx-156548",
  "display_name": "Lifeplan Financial Services, LP",
  "summary": "Lifeplan Financial Services, LP is a state-registered investment advisory firm in Kingwood, TX, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.",
  "citation": "AdvisorCensus. Lifeplan Financial Services, LP (CRD 156548): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Lifeplan Financial Services, LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifeplan Financial Services, LP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Lifeplan Financial Services, LP located?",
      "a": "Lifeplan Financial Services, LP's principal office is in Kingwood, TX, according to its Form ADV."
    },
    {
      "q": "Is Lifeplan Financial Services, LP registered with the SEC or a state?",
      "a": "Lifeplan Financial Services, LP is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156548."
    },
    {
      "q": "How much does Lifeplan Financial Services, LP manage?",
      "a": "Lifeplan Financial Services, LP reports $96,087,259 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Lifeplan Financial Services, LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (59); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Does Lifeplan Financial Services, LP report any disciplinary disclosures?",
      "a": "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/156548"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lifeplan-financial-services-lp-kingwood-tx-156548.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 69,
      "fewer_than_5": false,
      "raum": 12542049.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 59,
      "fewer_than_5": false,
      "raum": 74828920.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 6382463.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 41385.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2292442.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156548",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}