# LIFE PLANNING ADVISORS LLC

LIFE PLANNING ADVISORS LLC of BIGFORK, MT is an SEC-registered investment adviser.

## Registration

- CRD: 151292
- Type: SEC-registered investment adviser
- SEC file number: 801-126603
- Location: 62 BAY HARBOR DRIVE, #2826, BIGFORK, MT, 59911
- Phone: 760-918-0304
- Latest filing: 2026-03-25
- Regulatory AUM: $169.2M
- Non-discretionary AUM: $169.2M
- Clients: 4
- Accounts: 1,071

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Bruce Goldman | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| GOLDMAN JEFFREY BRUCE | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| TESSLER TODD ALLYN | MANAGING MEMBER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BIGFORK | MT | 2 | (858) 344-7677 |
| BIGFORK | MT | 2 | (858) 344-7677 |
| — | — | 1 | 760-918-0304 |
| — | — | 1 | 310-406-5719 |
| — | — | 1 | 760-918-0304 |
| — | — | 1 | 310-406-5719 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151292/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151292/similar
- Related entities: https://search.stillhousedata.com/firm/151292/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151292

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.