Lifeplan Group - Investment Advisers

About Lifeplan Group

Lifeplan Group is an investment adviser headquartered in Raleigh, North Carolina, operating under the legal name Lifeplan Investment Advisors, Inc. The firm is listed among the investment advisers in North Carolina and appears in the Directory of US Investment Advisers. It is independently owned by father and son Ken and Alex Sutherland, traces its origins to 1996, and reports $325.99 million in regulatory assets under management with nine employees. The firm focuses on retirement planning for individuals and families who are retired or within ten years of retirement. Its plans address five areas: creating income, growing investments, managing tax and financial risk, controlling healthcare costs, and passing on assets. Advisers hold both investment adviser and insurance licenses. The firm ran a tax practice for five years and still applies tax strategies for clients, works with local estate attorneys and CPAs, and uses selected institutional investment platforms. Clients can also use proprietary interactive software to compare how different decisions might affect their finances. The firm states that it puts clients first and emphasizes personal relationships, long-term partnership, and transparent discussion of fees.

Key Facts

Assets Under Management

$325.99M

Employees

9

SEC File Number

801-122570