LifePlan Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LifePlan Group provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), businesses, and employer-sponsored retirement plans, with a particular emphasis on retirement planning and coordinating tax, insurance, and estate considerations. The firm manages roughly $326 million in discretionary client assets and offers written financial plans and ongoing advisory services to support client goals.
The firm tailors advice to client goals and risk tolerances and implements portfolios using highly diversified models that emphasize institutional platforms, exchange‑traded funds, and individual securities, while also permitting tactical managers, alternative investments, or third‑party sub‑advisors when appropriate. Accounts are monitored at least quarterly and the firm discloses an impartial conduct standard when recommending retirement‑plan rollovers, acknowledging and addressing the economic conflict those recommendations can create.
Distinctive aspects include an affiliated tax and insurance company through which the firm’s advisors — who spend about one quarter of their time on insurance activities — may recommend life, long‑term care, Medicare supplement, and annuity products, with such recommendations disclosed as potential conflicts of interest. The firm also conducts public workshops and seminars and notes that three of its four advisors hold the CERTIFIED FINANCIAL PLANNER™ designation, reflecting a multi‑disciplinary service model that integrates planning, tax and insurance capabilities.
Client services
Expertise
Occupation focus
Fee options
Account minimum: $1,000,000 Minimum fee: No more than $1,200 due six months or more in advance of services provided
Main office
7201 Creedmoor Rd., Suite 147
Raleigh NC 27613
Advisors at this office
4
Most active in
Florida · Nebraska · North Carolina · Texas
Also doing business as
Lifeplan Group · Lifeplan Group (Dba) · Lifeplan Investment Advisor, Inc · Lifeplan Investment Advisors, Inc · Lifeplan Tax Advisory Group · The Lifeplan Investment Advisors, 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.
Quick links
Advisors at this firm
Robert W
CFP®, Series 63, Series 66
Raleigh, NC
LifePlan Group
Robert Wilson is a CFP® certified financial advisor with eight years of industry experience. He is currently with LifePlan Group, where he has worked since 2022. Prior to that, he held roles at TD Ameritrade and Fidelity. In addition to his advisory work, Wilson is also licensed as an insurance agent, dedicating a portion of his time to offering insurance products. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, emphasizing retirement planning and coordination of tax, insurance, and estate matters. The firm uses diversified investment models and offers ongoing advisory services tailored to client goals and risk tolerances.
Ryan W
Series 66
Raleigh, NC
LifePlan Group
Ryan Wahlers is a financial advisor at LifePlan Group with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Steward Wealth Strategies and CAPTrust. Outside of finance, he has experience with aquatic and swim club management. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, with an emphasis on retirement planning and integrating tax, insurance, and estate considerations. The firm tailors advice to client goals and risk tolerances and uses diversified investment models including institutional platforms, ETFs, and individual securities.
Alex S
CFP®, Series 65
Raleigh, NC
LifePlan Group
Alex Sutherland is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LifePlan Group. His prior roles include positions at AE Wealth Management, LLC and Eqis Capital Management. Outside of advising, he is an owner and agent at LifePlan Tax & Insurance Group, Inc., where he places insurance products. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, emphasizing retirement planning and integrating tax, insurance, and estate considerations. The firm uses diversified investment models and offers ongoing advisory services aligned with client goals and risk tolerances.
Brooks N
CFP®, Series 63, Series 66
Raleigh, NC
LifePlan Group
Brooks Nichols is a CFP® professional at LifePlan Group with three years of industry experience. He has worked at firms including Fidelity Investments and Strategic Advisers LLC before joining LifePlan Group. LifePlan Group provides financial planning and discretionary portfolio management to individuals, businesses, and employer-sponsored retirement plans, focusing on retirement planning and coordinating tax, insurance, and estate considerations. The firm uses diversified portfolio models and maintains ongoing advisory services tailored to client goals and risk tolerances.
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