Be advised. This firm is no longer registered.

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 $157,481,572 in 649 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1055 South Boulevard E., Suite 230, Rochester Hills, MI 48307
http://lfg-online.com
By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    649
    ACCOUNTS
  • Average Account Value
    $242,653
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
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Life Plan Financial Advisory Group, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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