Life's Sanctuary Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Life’s Sanctuary Financial Planning is an independent, single-advisor registered investment adviser that provides portfolio management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm manages client accounts on a discretionary or non‑discretionary basis, charges asset-based fees, and relies on third‑party custodians to deliver account statements to clients.
The firm’s investment process combines fundamental and technical analysis to build diversified portfolios primarily of exchange‑listed stocks, mutual funds, ETFs, REITs, limited partnerships, options, and bonds, and it explicitly does not use margin or leveraged products. Life’s Sanctuary generally seeks discretionary authority, conducts continuous monitoring with at least biannual formal reviews, and allows clients to impose written investment restrictions or choose non‑discretionary execution.
Noteworthy features for this small firm include a very small client roster (seven clients) and roughly $4.8 million in assets under management, which the brochure indicates can support highly individualized service. The firm recently removed its account minimum, discloses that its principal previously held full‑time employment in the healthcare industry until June 30, 2025, and permits use of options while declining to vote client proxies on their behalf.
Client services
Expertise
Fee options
$100,000 - $249,999: 1.75% per annum $250,000 - $499,999: 1.50% per annum $500,000 - $749,999: 1.25% per annum $750,000 - $999,999: 1.00% per annum $1,000,000 - $1,999,999: 0.75% per annum $2,000,000+: 0.50-0.75% per annum, negotiated
Account minimum: $100,000
Main office
Kenosha WI
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Eisai, Inc. · Life's Sanctuary Financial Planning, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
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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.
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