Lifeplan Advisors, Inc.
Lifeplan Advisors, Inc. (CRD# 130382) is a financial advisory firm headquartered in , . They manage $2,600,000 in 45 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$57,778
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Stephen Hood (CRD# 705299) is an Investment Advisor Representative working at Lifeplan Advisors, Inc. in Port Orange, FL and has over 32 years of experience in the finance industry.