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Life Planning Advisors LLC

Life Planning Advisors LLC. CRD 151292

Life Planning Advisors LLC logo

CRD: 151292

Life Planning Advisors LLC

Bigfork, MT, 59911
7609180304
www.lifeplanningadvisors.com
$169.2M Total AUM
$0 Disc. AUM
10.4% 3Y CAGR
4 Employees
979 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท UBS
Clients
Retail and Institutional
Platforms
Catalyst fusionWave pioneer
Established Date
08-24-2009
Office Locations
5

Office Locations

1702 East Highland AVE Suite 130 Phoenix AZ
62 BAY Harbor Drive #2826 Bigfork MT
-- Bigfork MT

About Life Planning Advisors LLC

Life Planning Advisors is a Bigfork, MT-based SEC-registered RIA led by planner Jeff Goldman (20+ years). The firm serves professionals, families, and business owners with integrated financial and retirement planning, portfolio management, tax-aware cash/bank solutions, insurance/risk reviews, and trust & estate coordination. Plan-first process with ongoing check-ins; custody includes Charles Schwab.

Team overview

-- AVG AGE
$42.3M AVG AUM / ADVISOR
$172.8K AVG AUM / CLIENT
5.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Horizon fusion Pathway Unison pioneer Harbor Radial harbor

Client Personas

Signal foundation Element pathway Capital optima

Custodian

Horizon timber Bridge Foundation pathway

Investment Themes

Oak glacier Eagle momentum Quantum horizon Optima Focus horizon Crest

Investment Vehicles

Frontier insight Value zenith

Services

Capital legacy Bridge Alpha Element alpha Legacy zenith Quantum matrix Alpha vector Capital vector Eagle ridge Eagle catalyst Capital Insight

Technology

Foundation focus Frontier focus

Owner & Executives

J

JEFFREY BRUCE GOLDMAN

Chief Compliance Officer, Managing Member

CRD
#2110174
Ownership
75% or more
(839) 697-1302
insight.ridge@beaconcapital.com
in linkedin.com/in/foundation-foundation

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Contacts

M

Mark Anton Baksic

--

CRD
#5749934
(339) 263-9657
beacon.capital@wavecapital.com
in linkedin.com/in/radial-unison
C

CHRISTIAN DAVID PRICE

Financial Advisor, General Partner

CRD
#4279084
(313) 835-7335
delta.vector@zenithcapital.com
in linkedin.com/in/meridian-prime
F

Frontier catalyst

Capital meridian

CRD
#66290
(577) 961-9109
legacy.unison@horizoncapital.com
in linkedin.com/in/alpha-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-16-2022
07-07-2023
09-06-2024
05-27-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $169,160,654 $157,946
Total $169,160,654 $157,946

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Separately Managed Accounts

Total SMA Asset: $169,160,654

$169.2M Total SMA
Equity - Exchange:
7.2%
Public Funds:
22.4%
Municipal Bonds:
24.0%
Cash:
25.0%
Corporate - Investment Grade:
21.4%
Asset class Assets Assets %
Equity - Exchange $350,336,304 7.2%
Public Funds $1,089,935,169 22.4%
Municipal Bonds $1,167,787,681 24.0%
Cash $1,216,445,501 25.0%
Corporate - Investment Grade $1,041,277,348 21.4%
Total $4,865,782,003 100.0%

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