Life Plan Financial Advisory Group, LLC

Life Plan Financial Advisory Group, LLC (CRD# 131396) is a financial advisory firm headquartered in Rochester Hills, MI. They manage $78,060,000 in 580 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    580
    ACCOUNTS
  • Average Account Value
    $134,586
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Life Plan Financial Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Keith A. Barr
CRD#: 2259149
1055 South Boulevard E, Suite 230, Rochester Hills, MI 48307
96
Wealthminder
score

Keith Barr (CRD# 2259149) is an Investment Advisor Representative working at Life Plan Financial Advisory Group, LLC in Rochester Hills, MI and has over 24 years of experience in the finance industry. Keith Barr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Catherine S. Gearig
CRD#: 4711521
1055 South Boulevard E, Suite 230, Rochester Hills, MI 48307
96
Wealthminder
score

Catherine Gearig (CRD# 4711521) is an Investment Advisor Representative working at Life Plan Financial Advisory Group, LLC in Rochester Hills, MI and has over 13 years of experience in the finance industry. Catherine Gearig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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