LifePlan Financial Services, LP

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Client assets under management

$87,370,969

Clients

128

46% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$682,586

About

LifePlan Financial Services provides investment supervisory services, financial planning, and referrals to third‑party money managers for individuals, high‑net‑worth clients, and certain pension and profit‑sharing plans. The firm implements client portfolios primarily on the SEI custodial platform and works with a range of securities and products, including mutual funds, equities, bonds, ETFs, REITs and insurance products.

LifePlan prepares a written Investment Policy Statement for each client and uses charting, fundamental and technical analysis to guide long‑ and short‑term strategies, with portfolio reviews performed at least quarterly. The adviser generally operates on a non‑discretionary basis—clients retain final trading authority—and may recommend SEI strategies or other managers without receiving fee‑sharing compensation.

Noteworthy aspects include LifePlan’s formal affiliation with an accounting firm (DeBenonBroussard, LP) and an affiliated insurance practice; the firm discloses these relationships and offers tiered tax‑preparation credits and referral credits tied to those affiliates. The firm reports nearly all of its assets as non‑discretionary and is led by a CPA/PFS who provides integrated tax and management services through related entities, a set of arrangements the brochure highlights as disclosed potential conflicts.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning ranging from $2,475 to $5,500; flat rate negotiated fee for clients with $4,000,000+ AUM

Percentage

$0 - $250,000: 0.95% annually (Investment Supervisory Services - Advisory Management) $250,001 - $500,000: 0.85% annually $500,001 - $750,000: 0.75% annually $750,001 - $1,000,000: 0.65% annually $1,000,001 - $2,000,000: 0.55% annually $2,000,001 - $5,000,000: 0.45% annually $5,000,001 - $10,000,000: 0.40% annually

Project-based

$275 per hour for financial planning services

Other

Account minimum: $200,000 (may be waived) Minimum fee: $1,000 per year ($250 per quarter) minimum fee for Investment Supervisory Services Fee-only: Financial Planning fixed fees between $2,475 and $5,500; hourly fees at $275 per hour; flat fee negotiated for $4,000,000+ AUM clients

Main office location

LifePlan Financial Services, LP

1521 Green Oak Place, #194

Kingwood TX 77339, United States

Number of offices

Most active in

Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 281-446-7667

Advisors at this firm

Trevor D

Series 65

Kingwood, TX

LifePlan Financial Services, LP

Trevor De Benon is a financial advisor at LifePlan Financial Services, LP with a Series 65 credential and one year of industry experience. Prior to joining LifePlan, he worked at Aerotek and was self-employed. He is also a managing member of DeBenon Insurance Services, LLC, which plans to become a licensed life insurance agency in Texas. LifePlan Financial Services provides investment supervisory services, financial planning, and third-party money manager selection to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $75.4 million in non-discretionary assets and uses a combination of charting, fundamental, and technical analysis to implement investment strategies.

Charles D

PFS™, Series 66

Kingwood, TX

LifePlan Financial Services, LP

Charles Debenon Jr. is a financial advisor with LifePlan Financial Services, LP, holding the PFS™ designation and Series 66 license, with 19 years of industry experience. He has been with LifePlan Financial Services since 2006 and is also involved in insurance services through DeBenon Insurance Services LLC, which plans to become a licensed Texas life insurance agency. Additionally, he manages a tax preparation business, Humble-Kingwood Business Services, LLC. LifePlan Financial Services provides investment supervisory services, financial planning, and selection of third-party money managers to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $75.4 million in non-discretionary assets and employs a two-advisor team that builds individualized investment policy statements and uses a combination of charting, fundamental, and technical analysis to guide investment strategies.

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