Lifeplan Group

Public-record details

Address

7201 Creedmoor Rd., Suite 147, Raleigh, NC 27613

Phone

(919) 858-6119

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Lifeplan Investment Advisors, INC

CRD number

144157

Registration

SEC registered since 2021-11-16

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Other (Co-Advisor/solicitor % of Assets)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops

Regulatory assets under management

$326.0 million

Accounts managed

1,083

Clients reported (Form ADV 5.D)

278

Individual / high-net-worth clients

138 / 140

Employees

9

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-07-30

SEC registered investment adviser, CRD 144157, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 144157 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.