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LIFETIME CAPITAL PLANNING GROUP LLC

Advisory

FLOWER MOUND, TX

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

Rank in TX
#1,502
of 2,813 advisers by AUM
Average account
$359K
across 237 accounts
AUM per adviser
$42M
2 advisers

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

Total AUM
$85M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$85M
Discretionary AUM$80M
Non-Discretionary AUM$5M
Discretionary %94.6%
Total Clients71
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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