LifePoint Financial Design
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lifepoint Financial Design provides investment advisory and ongoing financial planning and consulting to individuals and high‑net‑worth individuals. In addition to discretionary asset management and written financial plans, the firm facilitates the preparation of estate planning documents through a partnership with Encore State Planning and offers business consulting through a separate fractional‑CFO entity, Catalyst CFO Solutions.
The firm manages client assets on a discretionary basis and generally takes a long‑term approach, tailoring asset allocation and security selection to each client’s objectives, time horizon, and risk tolerance. Its investment process employs fundamental, technical, and mutual fund/ETF analysis, seeks to limit frequent trading, and permits clients to impose written restrictions on investments.
Notable distinctions from many peers include the formal third‑party estate‑planning arrangement and the adviser’s active involvement in a fractional‑CFO practice, which may be relevant for clients with business‑related planning needs. Lifepoint also recommends custody with LPL Financial or Ascensus and discloses receipt of platform support services from those custodians, a relationship the brochure identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Financial Planning / Consulting Services fixed fees range from $542 to $999 per month or $6,504 to $11,988 annually; Estate Planning services charged as negotiated fixed fee
$0 - $1,000,000: 1.65% annually $1,000,000 - $3,000,000: 0.80% annually $3,000,000+: Negotiable
Main office
26 S Rio Grande, #2072
Salt Lake City UT 84101
Advisors at this office
1
Most active in
California · Utah
Also doing business as
Catalyst Cfo Solutions · Lifepoint Financial Design · Lifepoint Financial Design LLC · Salon Bros 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
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.
Forms ADV
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