LIFEPLAN FINANCIAL SERVICES, LP

LIFEPLAN FINANCIAL SERVICES, LP of KINGWOOD, TX is an SEC-registered investment adviser (CRD 156548). Regulatory assets under management: $96.1M.

Registration

• CRD: 156548
• Type: Registered investment adviser
• Location: 1521 GREEN OAK PLACE, KINGWOOD, TX, 77339
• Phone: 281-446-7667
• Latest filing: 2026-02-23
• Regulatory AUM: $96.1M
• Non-discretionary AUM: $96.1M
• Clients: 2
• Accounts: 266

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156548 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search