Lifeplan Financial Services, LP fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $275.”

Flat or project fee

$2,475⁠-⁠$5,500

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $2,475 and $5,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lifeplan Financial Services, LP bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees are paid quarterly in arrears, and clients may terminate their contracts with written notice.”

How Lifeplan Financial Services, LP’s fees compare

• Its hourly rate of $275 matches the Texas median of $275. 50% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 6 other planners in Kingwood that publish an hourly rate charge less.
• Its flat or project fee of $2,475-$5,500 spans the Texas median of $3,850. 50% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Kingwood that publish a flat or project fee charge less.

About Lifeplan Financial Services, LP

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.9% a year

Minimum

$250 minimum fee (stated in brochure)

Clients

128

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$96,087,259

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156548

Website

lifeplanfinancial.biz (opens in new tab)

Phone

(281) 446-7667

Can advise clients in 2 states: Tennessee, Texas

Other planners in Kingwood that publish fees

• LCM FinancialKingwood$300/hr
• MTR Financial Services, LLCKingwood$85⁠-⁠$150/hr
• Roth Financial Partners LLCKingwood$100⁠-⁠$500/hr, $2,000⁠-⁠$5,000
• Silverstone Private WealthKingwood$2,000⁠-⁠$10,000
• Stephanie E. Doyle Investment ManagementKingwood$150/hr
• Us 1ST Wealth ManagementKingwood$200/hr, $2,500

Compare all 9 planners in Kingwood