ATLAS Lifestyle Planning Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. Its offerings include portfolio management (including management of “held away” accounts via a third‑party platform), comprehensive and ad‑hoc financial planning, and retirement plan consulting under ERISA.
The firm combines discretionary portfolio management with non‑discretionary advice, using methods such as fundamental analysis and modern portfolio theory and conducting at least quarterly account reviews. For retirement plans it commonly acts as a limited‑scope ERISA 3(21) fiduciary—helping develop investment policy statements, monitoring plan options and making recommendations while leaving final selection authority with the plan sponsor—and it may place assets with third‑party managers and custodial platforms as described in the brochure.
Several features in the Form ADV distinguish the firm from many peers: it reports the bulk of its assets as non‑discretionary and routinely provides pension consulting/3(21) services, both of which are less common among independent advisers. The firm is not a solo practice, uses an outsourced chief compliance officer, and discloses that affiliated representatives have broker‑dealer registrations and outside business activities that include transaction‑based compensation and referral arrangements with third‑party managers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services ranging from $250 to $3,500 depending on service.
$0 - $250,000: 1.50% $250,001 - $750,000: 1.25% $750,001 - and up: 1.00%
Investment representative Sean Holland receives separate, transaction-based compensation for securities products through Emerson Equity LLC.
Fixed hourly fee of $250 per hour for financial planning services.
Main office
See office455 E Pikes Peak Ave, Suite 305
Colorado Springs CO 80903
Advisors at this office
1
Offices (2)
Most active in
Arizona · Colorado · Illinois · Iowa · Texas · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David M
Series 66
Colorado Springs, CO
ATLAS Lifestyle Planning Group LLC
David Martin is a financial advisor with ATLAS Lifestyle Planning Group LLC in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at R. F. Lafferty & Co., Xton Financial, Kingswood Capital Partners, and several other firms. He has been involved with Monahan-Roth, LLC for 20 years and Compliers Consulting Services since 2021. ATLAS Lifestyle Planning Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines discretionary portfolio management with non-discretionary advice, including retirement plan consulting under ERISA, and uses fundamental analysis and modern portfolio theory with at least quarterly account reviews.
Sean H
Series 63, Series 65
Scottsdale, AZ
ATLAS Lifestyle Planning Group LLC
Sean Holland is a financial advisor at ATLAS Lifestyle Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, Access Capital Group, and Emerson Equity LLC. Outside of advising, he has been involved with JMH Farm Consulting LLC since 2018. ATLAS Lifestyle Planning Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers a combination of discretionary portfolio management and non-discretionary advice and frequently provides pension consulting as a limited-scope ERISA 3(21) fiduciary.
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