Lifeplan Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mankato, MN. Its latest Form ADV filing, dated February 24, 2026, reports $141M in regulatory assets under management, 7 employees, 1 office, and 521 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.3% of total clients.
Top client categories% of clientsClients
1
Individuals
75.3%
192
2
HNWI
24.7%
63
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of February 24, 2026
Discretionary96.8%
$137M
97% of total RAUM96.8%
Non-discretionary3.2%
$4M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$141M
Total Accounts521
10Y AUM Change+$16M (+12.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.