# Lifepoint Financial Design

> Lifepoint Financial Design is a state-registered investment advisory firm in Salt Lake City, UT, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 321153
- Filed as: LIFEPOINT FINANCIAL DESIGN
- Legal name: Lifepoint Financial Design LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321153
- AdvisorCensus page: https://advisorcensus.com/firm/lifepoint-financial-design-salt-lake-city-ut-321153

## Quick answers

**How is Lifepoint Financial Design compensated?**
On its Form ADV (Item 5.E, October 2026), Lifepoint Financial Design reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lifepoint Financial Design located?**
Lifepoint Financial Design's principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Lifepoint Financial Design registered with the SEC or a state?**
Lifepoint Financial Design is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321153.

**How much does Lifepoint Financial Design manage?**
Lifepoint Financial Design reports $18,801,797 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Lifepoint Financial Design serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (4).

**Does Lifepoint Financial Design 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/321153

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,801,797
- Discretionary: $18,801,797
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $11,601,797 |
| High net worth individuals | 4 | $7,200,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lifepointfd.com](https://lifepointfd.com)
- Facebook @LifepointFD
- LinkedIn @lifepoint-financial-design

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifepoint Financial Design (CRD 321153): Form ADV filing data as of October 2026.