LIFE PLANNING ADVISORS LLC
SEC RegisteredBuilding Wealth Through Smart Financial Planning
About the firm
Life Planning Advisors, led by Jeff Goldman, helps individuals, families, and business owners build financial confidence through simple, personalized financial plans. The firm connects clients' finances, health, and goals to support freedom and purpose, managing millions in client assets with practical strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement strategies, tax solutions, and investment optimization, delivered through personalized advice and customized strategies
Who they serve
Professionals, families, business owners, executives, and young families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 924 | $90M |
| High Net Worth Individuals | 51 | $77M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $626k |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $250,000 | 1.50% |
| $250,000 to $1,000,000 | 1.13% |
| Greater than $1,000,000 | 0.75% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LIFE PLANNING ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched