LIFETIME CAPITAL PLANNING GROUP LLC

LIFETIME CAPITAL PLANNING GROUP LLC of FLOWER MOUND, TX is an SEC-registered investment adviser (CRD 292120). Regulatory assets under management: $85.0M.

Registration

• CRD: 292120
• Type: Registered investment adviser
• Location: 700 PARKER SQUARE ROAD, FLOWER MOUND, TX, 75028
• Phone: 972-410-2047
• Latest filing: 2026-02-23
• Regulatory AUM: $85.0M
• Discretionary AUM: $80.4M
• Non-discretionary AUM: $4.6M
• Clients: 2
• Accounts: 237

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 292120 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search