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LIFE PLANNING ADVISORS LLC

BIGFORK, MT · CRD 151292 · IAPD ↗ · lifeplanningadvisors.com · 760-918-0304

$169.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2025 — LIFE PLANNING ADVISORS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
October 2024 — LIFE PLANNING ADVISORS LLC changed its website from sierrawg.com to lifeplanningadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
October 2024 — LIFE PLANNING ADVISORS LLC filed an Item 4A succession naming SIERRA WEALTH GROUP, LLC (CRD 151292) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
55
October 2024 — SIERRA WEALTH GROUP, LLC is now doing business as LIFE PLANNING ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
March 2024 — SIERRA WEALTH GROUP, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — SIERRA WEALTH GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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