# Lifeplan Wealth Management Group LLC

> Lifeplan Wealth Management Group LLC is a state-registered investment advisory firm, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated May 8, 2026.

- CRD: 313899
- Filed as: LIFEPLAN WEALTH MANAGEMENT GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313899
- AdvisorCensus page: https://advisorcensus.com/firm/lifeplan-wealth-management-group-llc-313899

## Quick answers

**How is Lifeplan Wealth Management Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lifeplan Wealth Management Group LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Is Lifeplan Wealth Management Group LLC registered with the SEC or a state?**
Lifeplan Wealth Management Group LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313899.

**Does Lifeplan Wealth Management 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/313899

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lifeplanwmg.com
- Facebook @p
- Instagram @p
- LinkedIn @lifeplan-wealth-management-group
- X @WealthLifeplan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifeplan Wealth Management Group LLC (CRD 313899): Form ADV filing data as of October 2026.