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LIFEPLAN GROUP
LIFEPLAN INVESTMENT ADVISORS, INC
CRD 144157 · SEC 801-122570
7201 CREEDMOOR RD., SUITE 147, RALEIGH, NC, 27613, United States
Phone
919-858-6119
Fax
919-729-5006
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$326.0M
Discretionary AUM
$326.0M
Team
9 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; CO-ADVISOR/SOLICITOR % OF ASSETS
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsSELECTION OF MGRS THROUGH CO-ADVISOR
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $61.3M |
| High net worth individuals | 140 | $264.2M |
States served
NE, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD