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Lifeplan Financial Services, LP

Headquartered in KINGWOOD, TX

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Firm Information

Lifeplan Financial Services, LP is an investment advisor with 1 licensed agent and 1 investment advisor representative. They manage approximately $59.4 million in assets for 219 clients. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

Lifeplan Financial Services, LP

$59.42M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LIFEPLAN FINANCIAL SERVICES, LP has a total of 1 branch locations across the country.
location

KINGWOOD, TX

Advisors at Lifeplan Financial Services, LP

View All 1 Advisors
Unclaimed
Charles Kendall Debenon

PFS®, RA

KINGWOOD, TX

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Disclosures

There are no public disclosures for Lifeplan Financial Services, LP.

Frequently Asked Questions (5)

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