RIA Intel›Advisers›Ohio›LIFEPLAN FINANCIAL GROUP, INC.

LIFEPLAN FINANCIAL GROUP, INC.

Advisory

N·MIAMISBURG, OH

Data as of Jun 26, 2020 · Source: SEC Form ADV

Total AUM

$368M

1-Year AUM Growth

+19.5%

3-Year CAGR

+9.1%

Employees

7

Assets Under Management

Total AUM$368M

Discretionary AUM$341M

Non-Discretionary AUM$27M

Discretionary %92.6%

Total Clients—

Team

Total Employees7

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record34

First FilingJun 24, 2004

Latest FilingJun 26, 2020

🔒 Full AUM trend chart and 34 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LIFEPLAN FINANCIAL GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.