# Lifeplan Financial Services, LP

> 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.

- CRD: 156548
- Filed as: LIFEPLAN FINANCIAL SERVICES, LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kingwood, TX
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156548
- AdvisorCensus page: https://advisorcensus.com/firm/lifeplan-financial-services-lp-kingwood-tx-156548

## Quick answers

**How is Lifeplan Financial Services, LP compensated?**
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).

**Where is Lifeplan Financial Services, LP located?**
Lifeplan Financial Services, LP's principal office is in Kingwood, TX, according to its Form ADV.

**Is Lifeplan Financial Services, LP registered with the SEC or a state?**
Lifeplan Financial Services, LP is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156548.

**How much does Lifeplan Financial Services, LP manage?**
Lifeplan Financial Services, LP reports $96,087,259 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary).

**What types of clients does Lifeplan Financial Services, LP serve?**
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).

**Does Lifeplan Financial Services, LP 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/156548

## 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: $96,087,259
- Discretionary: $0
- Non-discretionary: $96,087,259

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $12,542,049 |
| High net worth individuals | 59 | $74,828,920 |
| 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) | 8 | $6,382,463 |
| Charitable organizations | 1 | $41,385 |
| 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 | 0 | $0 |
| Other | 3 | $2,292,442 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lifeplanfinancial.biz
- Facebook @LifePlan-Financial-Services-LP-197365474059681
- LinkedIn @chuck-debenon-cpa-pfs-778a25128
- X @KingwoodFinance

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifeplan Financial Services, LP (CRD 156548): Form ADV filing data as of October 2026.