Lifepath Advisors, LLC

LifePath Advisors provides investment management and financial planning services to individual and high-net-worth clients, offering one-time written financial plans and ongoing planning memberships alongside portfolio management through a third‑party asset management program. The firm reports $17.7 million in assets under management across roughly 36 client relationships and offers planning via fixed, hourly, or subscription arrangements delivered through a client portal.

Investment management is delivered through an asset management program sponsored by Simplicity Wealth, with LifePath selecting among institutional strategists and assigning clients to model portfolios that the strategists manage. LifePath does not exercise investment discretion over client accounts; the firm reports $0 in discretionary AUM and $17.7 million in non‑discretionary AUM, while the TAMP and its strategists implement trades and custody is provided through custodians selected by the program.

Notable aspects that distinguish the firm from many independent peers include its entirely non‑discretionary asset base and its operational split between client advisory work and trade execution via a TAMP — a structure that differs from the more common discretionary, advisor‑direct trading model. The firm also discloses ancillary activities (insurance sales and a Certified Divorce Financial Analyst affiliation), uses RightCapital for planning, and recently changed its TAMP sponsor and added Fidelity as a custodian, all of which shape how advice and implementation are delivered.