A complete list of active advisors currently associated with Life Planning Solutions, LLC
Warmer can help you find a great advisor at Life Planning Solutions, LLC or one who fits your needs even better.
Life Planning Solutions, LLC provides comprehensive financial planning and investment management primarily for individuals, trusts and small businesses. The firm operates as a fee-only advisory practice offering tailored comprehensive planning, asset management, retainer engagements and limited hourly advising services. The firm follows a strategic asset allocation approach with a core‑and‑satellite construction, using passively managed mutual funds and ETFs as core holdings and selectively adding bonds or active funds where appropriate; portfolios are generally managed on a discretionary basis and documented with an Investment Policy Statement. Custody and trade execution are arranged through Charles Schwab, and the firm emphasizes global diversification and ongoing portfolio monitoring. Compared with many solo independent advisers, Life Planning Solutions is a small practice managing clients with relatively high account minimums and discrete retainer offerings (retainer clients are typically in the $2–5 million net worth range), and the principal brings dual professional credentials (CPA/PFS and CFP) and an elevated continuing‑education standard. Although the brochure states the firm is fee‑only and not currently affiliated with broker‑dealers or other advisers, it also discloses prior registered‑representative experience for the principal and identifies Charles Schwab as the custodian and broker‑dealer of record, a mix of elements that is less common among independent advisors.
To learn more about the advisors currently working at Life Planning Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Moline, IL
| 14
|
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