LP Profile

LifePlan Group

Also known as lifeplan

Wealth ManagerRaleigh, United StatesFounded 2003

Raleigh

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About LifePlan Group

LifePlan Group is a wealth manager based in Raleigh, US. Founded in 2003.

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Regulatory & Financial Data

Public regulatory records matched to LifePlan Group from SEC and IRS filings.

SEC Form ADV

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Reported AUM: $326.0M
Total Clients: 1,083
Filing Date: March 30, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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FAQ

Frequently asked questions

What type of investor is LifePlan Group?

LifePlan Group is a wealth manager based in Raleigh, United States.

Where is LifePlan Group headquartered?

LifePlan Group is headquartered in Raleigh, United States.

When was LifePlan Group founded?

LifePlan Group was founded in 2003.

How can I contact LifePlan Group?

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