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LIFEPLAN GROUP

RALEIGH, NC · CRD 144157 · IAPD ↗ · lifeplangroup.com · 919-858-6119

$326.0MRegulatory AUM
4Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — LIFEPLAN GROUP reported RAUM up 37% ($238.6M -> $326.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2026 — LIFEPLAN GROUP grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — LIFEPLAN GROUP shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2025 — LIFEPLAN GROUP reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — LIFEPLAN GROUP reported RAUM up 30% ($184.0M -> $238.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — LIFEPLAN GROUP reported RAUM up 39% ($132.8M -> $184.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.