Lifeplan Financial Group, Inc. is a large advisory firm based in Miamisburg. It manages $307.81 million of regulatory assets for 1,852 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, Georgia, and 8 other states.
Lifeplan Financial Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and as needed, provide advice to clients on matters not involving securities. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lifeplan Financial Group, Inc. is $307.81 million. The firm's AUM has grown by 200% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lifeplan Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Tyrone Conway Phillippi is individuals with 468 clients and $200.79 million of assets under management. Among the 8 most similar advisory firms, Lifeplan Financial Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $306.12 million for 517 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lifeplan Financial Group doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Tyrone Conway Phillippi has been acting as President since 1 Jan 2006. Christopher Jay Buck joined the executive team most recently as the Vice President.
The principal office where Lifeplan Financial Group, Inc. performs its advisory services is located at 10050 Innovation Drive, Miamisburg, OH 45342, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-438-8000 or by fax 937-438-5885. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at lifeplanfg.com.