RIA Intel›Advisers›Texas›LIFEPLAN FINANCIAL SERVICES, LP

LIFEPLAN FINANCIAL SERVICES, LP

Advisory

KINGWOOD, TX

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in TX

#1,452

of 2,813 advisers by AUM

Average account

$361K

across 266 accounts

AUM per adviser

$48M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$96M

Discretionary %

0%

Clients

140

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$96M

Discretionary AUM$0

Non-Discretionary AUM$96M

Discretionary %0%

Total Clients140

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InTN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

140 clients

59 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

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

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NEXPOINT INSURANCE SOLUTIONS, L.P.

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$96M

+29.5% 1Y

BASA RESOURCES, INC.

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$96M

-24.0% 1Y

HEIGHTS INVESTMENT PARTNERS, LLC

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$96M

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