$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 09-21-2011
- Office Locations
- 1
Office Locations
-- Moline IL
About Life Planning Solutions, LLC
Life Planning Solutions, LLC is a fee-only, comprehensive financial planning and investment advisory serving retail clients, including business owners. The firm builds goal-based plans, then manages portfolios with an analytics-driven process and ongoing client education and reviews. Investment implementation is ETF-heavy and includes Dimensional Fund Advisors strategies, with custody available via Schwab.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$653.8K AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Unison Summit Crest Vector meridian Fusion quantum
Client Personas
Oak
Custodian
Momentum meridian Crest crest Fusion alpha Crest unison Ridge
Fund Managers
Ember foundation
Investment Themes
Frontier foundation Beacon Momentum pioneer Crest atlas
Investment Vehicles
Wave atlas Quantum
Services
North Alpha catalyst Peak vital Momentum alpha Pioneer Unison oak Fusion delta Eagle Value Delta
Technology
Summit
Owner & Executives
D
DARLENE KOLODZIEJ STEFFEN
Owner, Partner
- CRD
- #5860379
- Ownership
- 75% or more
(410) 670-5298
north.capital@zenithcapital.com
in linkedin.com/in/ember-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,000,000
Equity - Exchange:
49.5% Cash:
50.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $870,579,529 | 49.5% |
| Cash | $888,166,995 | 50.5% |
| Total | $1,758,746,524 | 100.0% |