# Lifepoint Planning

> Lifepoint Planning is an SEC-registered investment advisory firm in Schaumburg, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 296911
- Filed as: LIFEPOINT PLANNING
- Legal name: Lifepoint Planning, PLLC
- Also doing business as: LIFEPOINT PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Schaumburg, IL
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296911
- AdvisorCensus page: https://advisorcensus.com/firm/lifepoint-planning-schaumburg-il-296911

## Quick answers

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

**Where is Lifepoint Planning located?**
Lifepoint Planning's principal office is in Schaumburg, IL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Lifepoint Planning registered with the SEC or a state?**
Lifepoint Planning is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 296911.

**How much does Lifepoint Planning manage?**
Lifepoint Planning reports $168,461,233 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (94% discretionary).

**How have Lifepoint Planning's assets and staff changed since 2025?**
In the Form ADV data for Lifepoint Planning: Regulatory assets under management: $118,882,866 in the October 2025 data and $168,461,233 in the October 2026 data, up 42%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lifepoint Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (53).

**Which custodians does Lifepoint Planning use?**
Lifepoint Planning'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 Lifepoint Planning 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/296911

**What changed in Lifepoint Planning's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $118,882,866 to $168,461,233 (+42%).

## From the Form ADV filing

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

### 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: $168,461,233
- Discretionary: $158,820,230
- Non-discretionary: $9,641,003

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $16,773,785 |
| High net worth individuals | 53 | $147,335,713 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,385,955 |
| Charitable organizations | Fewer than 5 | $1,653,551 |
| Corporations or other businesses not listed above | Fewer than 5 | $312,229 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, LA, MI, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Bloomfield Hills, MI

### Websites listed on Form ADV (Item 1.I)
- lifepointplanning.com
- Facebook @LifePointPlanning
- LinkedIn @dougoosterhart

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $118,882,866 | 3 | February 28, 2025 |
| October 2026 | $168,461,233 | 3 | February 18, 2026 |

Regulatory assets under management: $118,882,866 in the October 2025 data and $168,461,233 in the October 2026 data, up 42%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $118,882,866 to $168,461,233 (+42%).

### January 2026
- No longer registered or notice-filed in WI.

### December 2025
- Registered or notice-filed in CA, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifepoint Planning (CRD 296911): Form ADV filing data as of October 2026.