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LIFEPLAN FINANCIAL SERVICES, LP
CRD 156548
1521 GREEN OAK PLACE, #194, KINGWOOD, TX, 77339, United States
Phone
281-446-7667
Fax
281-446-0151
Registration
— (—)
Source
State registered
Total AUM
$96.1M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Partnership
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $12.5M |
| High net worth individuals | 59 | $74.8M |
| Pension/profit sharing plans | 8 | $6.4M |
| Charitable organizations | 1 | $41K |
All web addresses on file
Official SEC filing: View on IAPD