# Lifeplan Group

> Lifeplan Group is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 144157
- Filed as: LIFEPLAN GROUP
- Legal name: Lifeplan Investment Advisors, Inc
- Also doing business as: LIFEPLAN GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144157
- AdvisorCensus page: https://advisorcensus.com/firm/lifeplan-group-raleigh-nc-144157

## Quick answers

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

**What does Lifeplan Group's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 30, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lifeplan Group located?**
Lifeplan Group's principal office is in Raleigh, NC, according to its Form ADV.

**Is Lifeplan Group registered with the SEC or a state?**
Lifeplan Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 144157.

**How much does Lifeplan Group manage?**
Lifeplan Group reports $325,994,818 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Lifeplan Group's assets and staff changed since 2022?**
In the Form ADV data for Lifeplan Group: Regulatory assets under management: $135,505,585 in the October 2022 data and $325,994,818 in the October 2026 data, up 141%. Total employees: 5 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lifeplan Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (140); individuals (other than high net worth individuals) (138).

**Which custodians does Lifeplan Group use?**
Lifeplan Group'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 Lifeplan Group 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/144157

**Does Lifeplan Group state an account minimum?**
Its Form ADV Part 2A brochure dated July 30, 2026 says: "Typical household assets require a minimum of $1,000,000 when establishing an account(s) managed by us. Account minimums may be waived at the firm’s discretion."

**What changed in Lifeplan Group's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 5 to 4. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 30, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> The advisory fee (not to exceed 1.5% of total assets), may be paid directly from the client’s account(s) being managed by us, commonly referred to as an asset based advisory fee, and/or billed to the client.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Typical household assets require a minimum of $1,000,000 when establishing an account(s) managed by us. Account minimums may be waived at the firm’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $325,994,818
- Discretionary: $325,994,818
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 138 | $61,270,190 |
| High net worth individuals | 140 | $264,210,352 |
| 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) | 0 | $0 |
| 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 | Fewer than 5 | $514,276 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lifeplangroup.com
- Facebook @LIFEPLANGROUP
- LinkedIn @LIFEPLAN-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $135,505,585 | 5 | February 16, 2022 |
| October 2023 | $132,778,471 | 7 | March 20, 2023 |
| October 2024 | $183,998,415 | 8 | March 26, 2024 |
| October 2025 | $238,613,582 | 7 | March 26, 2025 |
| October 2026 | $325,994,818 | 9 | July 30, 2026 |

Regulatory assets under management: $135,505,585 in the October 2022 data and $325,994,818 in the October 2026 data, up 141%.
Total employees: 5 in October 2022 and 9 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 5 to 4.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 2 to 5.
- Regulatory assets under management went from $238,613,582 to $325,994,818 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifeplan Group (CRD 144157): Form ADV filing data as of October 2026.