Lifetime Capital Planning Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lifetime Capital Planning Group serves individual and high‑net‑worth clients, providing discretionary asset management, comprehensive financial planning (one‑time, ad‑hoc and ongoing) and portfolio management for held‑away retirement plan accounts. The firm reports roughly 71 client relationships and manages about $85 million in client assets across discretionary and non‑discretionary accounts.
Portfolios are managed according to each client’s objectives, time horizon and risk tolerance using fundamental and cyclical analysis, and the firm may engage sub‑advisors to implement agreed models and execute trades. Financial planning offerings are modular and detailed, addressing areas such as Social Security maximization, tax‑efficient asset positioning, sequence‑of‑withdrawal strategies, lifetime income planning and ongoing plan monitoring.
Noteworthy features include regular public seminars and workshops offered for education rather than sales, and use of a third‑party platform to review and rebalance held‑away defined contribution accounts without the firm taking custody. The brochure also discloses that a principal maintains an independent insurance practice and that a substantial portion of that principal’s compensation is derived from insurance‑related external compensation, with disclosures and procedures in place to address the resulting conflicts.
Client services
Expertise
Fee options
One-time financial planning consultation flat fee ranging from $895 to $3,000 (negotiable)
$0 - $500,000: 0.95% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.65% annually $3,000,001+: 0.50% annually
Insurance products sold by representatives, commissions received as insurance agents
Hourly rate $150 or $225 for a 90-minute session for ad hoc financial planning consultations
Ongoing financial planning consultation monthly fee of $49
Fee-only: Financial planning fees: One-time consultation flat fee ranging from $895 to $3,000 (negotiable); Ad hoc consultations hourly rate $150 or $225 for 90-minute session (negotiable); Ongoing consultation monthly rate $49
Main office
700 Parker Square Road, Suite 190
Flower Mound TX 75028
Advisors at this office
2
Most active in
Minnesota · Texas
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
Advisors at this firm
Geoffrey L
Series 65
Flower Mound, TX
Lifetime Capital Planning Group LLC
Geoffrey Lester George is a financial advisor with Lifetime Capital Planning Group LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Lifetime Capital Planning Group since 2017 and previously at Retirement Wealth Advisors and Gradient Investments, LLC. In addition to his advisory role, he operates a sole proprietorship focused on fixed insurance sales. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and managed access to held-away retirement accounts. The firm employs a client-tailored investment approach that combines fundamental and cyclical analysis, and it regularly offers public educational seminars without fees.
Noah T
Series 65
Flower Mound, TX
Lifetime Capital Planning Group LLC
Noah Trstenjak is a financial advisor with Lifetime Capital Planning Group LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience as a self-employed contractor. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management and financial planning services, including managed access to held-away retirement accounts. The firm employs a client-tailored, discretionary investment approach and offers educational seminars and workshops without fee or individualized advice.
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