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Life's Sanctuary Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,850,829
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$692,976
About
Life’s Sanctuary Financial Planning is an independent, single-advisor registered investment adviser that provides portfolio management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm manages client accounts on a discretionary or non‑discretionary basis, charges asset-based fees, and relies on third‑party custodians to deliver account statements to clients.
The firm’s investment process combines fundamental and technical analysis to build diversified portfolios primarily of exchange‑listed stocks, mutual funds, ETFs, REITs, limited partnerships, options, and bonds, and it explicitly does not use margin or leveraged products. Life’s Sanctuary generally seeks discretionary authority, conducts continuous monitoring with at least biannual formal reviews, and allows clients to impose written investment restrictions or choose non‑discretionary execution.
Noteworthy features for this small firm include a very small client roster (seven clients) and roughly $4.8 million in assets under management, which the brochure indicates can support highly individualized service. The firm recently removed its account minimum, discloses that its principal previously held full‑time employment in the healthcare industry until June 30, 2025, and permits use of options while declining to vote client proxies on their behalf.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
$100,000 - $249,999: 1.75% per annum $250,000 - $499,999: 1.50% per annum $500,000 - $749,999: 1.25% per annum $750,000 - $999,999: 1.00% per annum $1,000,000 - $1,999,999: 0.75% per annum $2,000,000+: 0.50-0.75% per annum, negotiated
Account minimum: $100,000
Main office location
Life's Sanctuary Financial Planning, LLC
Kenosha WI, United States
Number of offices
1
Most active in
Life's Sanctuary Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
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:
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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.
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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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