Life Planning Agency, Inc

Overview

Life Planning Agency, Inc. is a small, fee-based advisory operation focused on individual and family clients and portfolio management for individuals and small businesses. The firm operates as a corporation with an owner-type listed as individual and runs a percentage-of-assets fee model. Its advisory activity is predominantly discretionary: the filing reports the firm manages all of its reported assets on a discretionary basis. Investment emphasis is on equities, with a clear preference for exchange-traded instruments as the primary vehicle for client exposure. The firm’s profile shows a tilt toward publicly traded equity markets for core allocations, supplemented by mutual funds and selective allocations to real estate through third-party managers. Life Planning Agency, Inc. does not position itself as an ESG investor, nor is it a multi-state or pension consultant adviser. Business activities include accounting services alongside advisory work, which suggests the firm blends tax and financial planning with portfolio management for its client base.

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Public Holdings

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Location & Offices