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LIFEPOINT PLANNING
Legal name: LIFEPOINT PLANNING, PLLC
CRD 296911File 801-131948
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$168.5M
Bottom 25% of cohort (national)
Discretionary AUM
$158.8M
Non-discretionary $9.6M
Clients
110
451 accounts
Employees
3
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 7, 2025
- Principal office
- 1821 WALDEN OFFICE SQUARE, SUITE 400, SCHAUMBURG, IL, 60173
- Phone
- 844-505-3618
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $168.5M
- Discretionary AUM
- $158.8M
- Non-discretionary AUM
- $9.6M
- Discretionary accounts
- 434
- Non-discretionary accounts
- 17
- Total accounts
- 451
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $312K |
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | 53 | $147.3M |
| Pension and profit sharing plans | Fewer than 5 | $2.4M |
| Individuals (other than high net worth individuals) | 57 | $16.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.