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LIFE ADVISORS - FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

Advisory

MUNFORDVILLE, KY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account
$68K
across 216 accounts
AUM per adviser
$7M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$15M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients88
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KY

Closest by assets under management. All figures from Form ADV.

BLUE CASTLE WEALTH, LLC
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IPC ADVISORS, INC.
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+87.6% 1Y
LEXINGTON FINANCIAL ADVISORS, LLC
LEXINGTON, KY
$14M
SMC CAPITAL INC/KY/
LOUISVILLE, KY
$15M
-41.6% 1Y
REMINGTON WEALTH MANAGEMENT LLC
$15M
ROBERT M WALKER & ASSOCIATES, INC.
$14M

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