LeBrigh Life Planners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,988,741
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$1,497,185
About
LeBrigh Life Planners is a fee‑only financial planning firm that works primarily with individuals and high‑net‑worth households, offering comprehensive planning and portfolio management across retirement, tax, estate, insurance and education matters. The firm is a registered investment adviser and maintains a NAPFA membership that can generate client referrals.
The firm creates custom, client‑specific investment plans that emphasize diversification across equities, fixed income and alternative exposures and employs fundamental, technical and cyclical analysis. All assets are managed on a non‑discretionary basis — clients retain final trading authority and the firm will place trades only upon client request — and portfolios are reviewed at least quarterly while roughly half of the firm’s time is devoted to planning work outside of investment management.
Noteworthy distinctions compared with peers are that virtually all AUM is non‑discretionary (an uncommon arrangement among independent advisers), the firm does not accept standing discretionary authority and it does not vote client proxies. The principal holds both CFA and CFP credentials, the practice serves a very small client base, and its fee structure effectively concentrates services toward higher‑net‑worth households.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Wealth management
Fee options
Agreed upon fixed fees for service; no specific amounts stated
$0 - $500,000: 1% of net worth $500,001 - $1,000,000: 0.5% of net worth $1,000,001+: 0.33% of net worth
$300 per hour
Account minimum: $500,000 net worth (implied by minimum fee) Minimum fee: Minimum fee is the greater of $5,000, 2% of total income, or tiered net worth percentages described Fee-only: Fee-only financial planning and portfolio management; no commissions received by firm
Main office location
LeBrigh Life Planners
Trinity FL, United States
Number of offices
1
Most active in
LeBrigh Life Planners has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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