LIFEPLAN GROUP

Legal name: LIFEPLAN INVESTMENT ADVISORS, INC

CRD 144157File 801-122570

APPROVED

Retail clients

Filing as of Jul 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$326.0M

Below cohort median (national)

Discretionary AUM

$326.0M

Clients

278

1,083 accounts

Employees

Below cohort median in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Nov 16, 2021
Principal office: 7201 CREEDMOOR RD., SUITE 147, RALEIGH, NC, 27613
Phone: 919-858-6119
Website: HTTP://WWW.LIFEPLANGROUP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $326.0M
Discretionary AUM: $326.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,083
Non-discretionary accounts: 0
Total accounts: 1,083
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$514K
High net worth individuals	140	$264.2M
Individuals (other than high net worth individuals)	138	$61.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — CO-ADVISOR/SOLICITOR % OF ASSETS
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.