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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Bridge momentumUnison +more
- Established Date
- 05-07-2018
- Office Locations
- 3
Office Locations
About Lifepoint Planning
LifePoint Planning is a virtual, U.S.-wide retirement planning and investment management firm serving retirees, near-retirees, and busy professionals. The firm builds customized, risk-aware portfolios (ETF-heavy in managed accounts) with active rebalancing, tax-loss harvesting, and tax-efficient asset location, paired with forward-looking retirement tax planning. It offers an all-inclusive flat-fee model and supports custody through platforms such as Altruist and Schwab.
Team overview
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Owner & Executives
DOUGLAS ALLEN OOSTERHART
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #6194360
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Aaron Ray Harris
--
- CRD
- #6123572
EDWARD MATTHEW PERRY
Executive Director
- CRD
- #6169546
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,820,230 | $365,945 |
| Non-Discretionary | $9,641,003 | $567,118 |
| Total | $168,461,233 | $373,528 |
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Separately Managed Accounts
Total SMA Asset: $168,461,233
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $703,114,024 | 27.1% |
| Public Funds | $1,092,291,529 | 42.1% |
| U.S. Government/Agency | $568,199,156 | 21.9% |
| Cash | $230,911,986 | 8.9% |
| Total | $2,594,516,695 | 100.0% |