Lifepoint Planning, Pllc
- Regulatory AUM
- $168M
- Discretionary
- $159M
- Clients
- 110
- Avg AUM / client
- $1.5M
- Accounts
- 451
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $16.8M | 9.96% |
| High net worth individuals | 53 | $147M | 87.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.4M | 1.42% |
| Charitable organizations | Fewer than 5 clients | $1.7M | 0.98% |
| Corporations and other businesses | Fewer than 5 clients | $312K | 0.19% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Allen Oosterhart | Registered representative | CFP | May 2018 (8y) | |
| Edward Matthew Perry | Registered representative | Jan 2025 (2y) | ||
| Aaron Ray Harris | Registered representative | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $154M (92% of AUM) Feb 2026
- Altruist Financial $15.0M (14% of AUM) Jan 2025
- Mtg, Llc $560K (1% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗