LIFETIME CAPITAL PLANNING GROUP LLC

Overview

Lifetime Capital Planning Group LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning and portfolio management. The firm operates as a capital allocator — it builds client portfolios directly and selects third‑party managers when appropriate. Its advisory menu includes financial planning services, ongoing portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed‑fee engagements. Investment preferences skew toward pooled public vehicles; the firm’s largest allocations are to mutual funds and other public funds, which they use for core equity and fixed‑income exposure. Lifetime Capital Planning Group LLC is not an active ESG investor and is not positioned as a multi‑state adviser. Its structure is a limited liability company owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices