Life Planning Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$182,701,650
Clients
942
Advisors
4
across 3 offices
About
Life Planning Advisors provides asset management, financial planning, estate, tax and risk-management planning, and referrals to third‑party portfolio managers while performing initial due diligence and ongoing reviews. The firm serves individual and high‑net‑worth clients as well as business entities, reporting about $153.98 million of assets under advisement across roughly 958 client relationships, managed almost entirely on a non‑discretionary basis.
The firm develops a model Investment Policy Statement for each client and implements diversified portfolios that emphasize low‑cost, tax‑efficient passive mutual funds and ETFs (including access to some institutional-only funds), with periodic rebalancing and tactical tilts toward small‑cap and value exposures. Life Planning Advisors typically operates in a non‑discretionary role—making recommendations, providing quarterly portfolio reports and annual realized gains/loss reports, and referring clients to third‑party managers who may exercise trading discretion.
Noteworthy features compared with many peers include a high client load per advisor (roughly 240 clients per adviser) and the concentration of assets as non‑discretionary, which influences trade aggregation and execution. The brochure also discloses referral arrangements with third‑party managers and an affiliated insurance broker that may sell insurance products to advisory clients, which the firm identifies as potential sources of conflicts to be managed.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% - 2.00% $250,000 - $1,000,000: 0.75% - 1.50% $1,000,000+: 0.50% - 1.00%
Commissions received from insurance products sales by licensed agents through affiliated insurance broker Life Planning Advisors LLC.
Account minimum: $250,000
Main office
See office139 Foothill View Lane
Bigfork MT 59911
Advisors at this office
2
Offices (3)
Most active in
Arizona
Also doing business as
Life Planning Advisors LLC · Sierra Wealth Group, LLC
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Todd T
Series 63, Series 65
Bigfork, MT
Life Planning Advisors LLC
Todd Tessler is a financial advisor with Life Planning Advisors LLC in Bigfork, Montana, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Life Planning Advisors since 2013 and was previously with Mutual Securities, Inc. for six years. Outside of his advisory work, Tessler manages a collectibles company focused on car and antique auto collections. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management planning primarily for individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary, diversified portfolios using low-cost, tax-efficient passive mutual funds and ETFs, coupled with customized Investment Policy Statements and ongoing portfolio reviews.
Jeffrey G
CFP®, Series 63, Series 65
Bigfork, MT
Life Planning Advisors LLC
Jeffrey Goldman is a CFP® professional with 23 years of industry experience, currently serving at Life Planning Advisors LLC since 2009. He is also president of LPA Insurance Services, an insurance agency he has operated since 2001. Life Planning Advisors provides financial planning and asset management services to individual, high-net-worth, and business clients, focusing on diversified, low-cost, tax-efficient portfolios managed primarily on a non-discretionary basis. The firm emphasizes customized Investment Policy Statements and refers clients to third-party portfolio managers after conducting due diligence and ongoing reviews.
Christian P
Series 63, Series 66
Maricopa, AZ
Life Planning Advisors LLC
Christian Price is a financial advisor at Life Planning Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Life Planning Advisors since 2017, following roles at Woodbury Financial Services and National Planning Corporation. Outside of finance, he owns and operates Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth clients, and business entities by providing asset management, financial planning, and risk-management services. The firm emphasizes non-discretionary management with diversified, tax-efficient portfolios primarily composed of low-cost passive mutual funds and ETFs.
Mark B
Series 66
Garden Grove, CA
Life Planning Advisors LLC
Mark Baksic is a financial advisor at Life Planning Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Western International Securities, Inc. for 11 years. Baksic is also president of The Precision Companies, which provides insurance, real estate, and tax services. Life Planning Advisors serves individual, high-net-worth, and business clients, offering asset management, financial planning, and estate, tax, and risk-management planning. The firm emphasizes low-cost, tax-efficient passive investments and typically operates in a non-discretionary advisory role with a high client load per advisor.
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