Lifetime Capital Planning Group LLC

Lifetime Capital Planning Group LLC (CRD# 292120) is a financial advisory firm headquartered in Flower Mound, TX. They manage $36,807,100 in 144 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
700 Parker Square Road, Suite 190, Flower Mound, TX 75028
https://www.planltc.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $255,605
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Lifetime Capital Planning Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Geoffrey Lester-George, financial advisor Flower Mound TX
Geoffrey E. Lester-George
CRD#: 5586499
700 Parker Square Road, Suite 190, Flower Mound, TX 75028

Geoffrey Lester-George (CRD# 5586499) is an Investment Advisor Representative working at Lifetime Capital Planning Group LLC in Flower Mound, TX and has over 8 years of experience in the finance industry.

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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