LIFE PLANNING ADVISORS LLC

CRD 151292File 801-126603

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$169.2M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $169.2M

Clients

979

1,071 accounts

Employees

Bottom 25% of cohort in MT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Sep 22, 2022
Principal office: 62 BAY HARBOR DRIVE, #2826, BIGFORK, MT, 59911
Phone: 760-918-0304
Website: HTTP://www.lifeplanningadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $169.2M
Discretionary AUM: $0
Non-discretionary AUM: $169.2M
Discretionary accounts: 0
Non-discretionary accounts: 1,071
Total accounts: 1,071
AUM per client: $173K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.0M
High net worth individuals	51	$77.4M
Pension and profit sharing plans	Fewer than 5	$626K
Individuals (other than high net worth individuals)	924	$90.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — % OF PLAN ASSETS UNDER ADVISEMENT
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Selection of other advisers
Portfolio management for businesses
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.