CRD: 156548
Lifeplan Financial Services, LP
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- Custodian
- Charles Schwab & Company · Lincoln Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- FocusWave vital
- Established Date
- 06-01-2011
- Office Locations
- 1
Office Locations
About Lifeplan Financial Services, LP
LifePlan Financial provides comprehensive, goals-based financial planning and ongoing advice, coordinating taxes, retirement planning, and investment planning around each client’s risk tolerance. The firm supports clients through life transitions with long-term guidance and portfolio construction that can include ETFs, mutual funds, and fixed income. Custody relationships include Charles Schwab and SEI.
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Owner & Executives
CHARLES KENDALL DEBENON JR.
Chief Compliance Officer, Financial Advisor, Limited Partner, PRINCIPAL
- CRD
- #4699051
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Trevor Andrew DeBenon
--
- CRD
- #8185018
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $96,087,259 | -- |
| Total | $96,087,259 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,087,259
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,546,777,910 | 23.9% |
| Public Funds | $1,630,912,273 | 25.2% |
| Corporate - Investment Grade | $1,520,890,414 | 23.5% |
| Cash | $1,773,293,504 | 27.4% |
| Total | $6,471,874,101 | 100.0% |