Lifeplan Financial Services, LP
Lifeplan Financial Services, LP (CRD# 156548) is a financial advisory firm headquartered in Kingwood, TX. They manage $16,477,146 in 156 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts156ACCOUNTS
Average Account Value$105,623
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Charles Debenon (CRD# 4699051) is an Investment Advisor Representative working at Lifeplan Financial Services, LP in Kingwood, TX and has over 14 years of experience in the finance industry.