Lifeplan Financial Services, LP

Lifeplan Financial Services, LP (CRD# 156548) is a financial advisory firm headquartered in Kingwood, TX. They manage $19,118,764 in 181 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Lifeplan Financial Services, LP
Showing 1 - 1 of 1 top financial advisors.
Charles K. Debenon
CRD#: 4699051
1521 Green Oak Place, #194, Kingwood, TX 77339

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.

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