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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $57,778
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

FL, OR

Financial Advisors at Lifeplan Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen M. Hood
CRD#: 705299
Port Orange, FL
98
Wealthminder
score

Stephen Hood (CRD# 705299) is an Investment Advisor Representative working at Lifeplan Advisors, Inc. in Port Orange, FL and has over 31 years of experience in the finance industry.

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