LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC of MUNFORDVILLE, KY is an SEC-registered investment adviser (CRD 148573). Regulatory assets under management: $14.8M.

Registration

• CRD: 148573
• Type: Registered investment adviser
• Location: 110 EAST UNION STREET, MUNFORDVILLE, KY, 42765
• Phone: 270-404-1776
• Latest filing: 2026-03-24
• Regulatory AUM: $14.8M
• Discretionary AUM: $14.8M
• Clients: 2
• Accounts: 216

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148573 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search