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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-21-2011
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 26 clients, or 26 clients per representative. That equates to $653.8K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DARLENE KOLODZIEJ STEFFEN
Owner, Partner
- CRD
- #5860379
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Life Planning Solutions, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.