LifePoint Financial Design
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,801,797
Total clients
77
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
77
Average account size
$244,179
About
Lifepoint Financial Design provides investment advisory and ongoing financial planning and consulting to individuals and high‑net‑worth individuals. In addition to discretionary asset management and written financial plans, the firm facilitates the preparation of estate planning documents through a partnership with Encore State Planning and offers business consulting through a separate fractional‑CFO entity, Catalyst CFO Solutions.
The firm manages client assets on a discretionary basis and generally takes a long‑term approach, tailoring asset allocation and security selection to each client’s objectives, time horizon, and risk tolerance. Its investment process employs fundamental, technical, and mutual fund/ETF analysis, seeks to limit frequent trading, and permits clients to impose written restrictions on investments.
Notable distinctions from many peers include the formal third‑party estate‑planning arrangement and the adviser’s active involvement in a fractional‑CFO practice, which may be relevant for clients with business‑related planning needs. Lifepoint also recommends custody with LPL Financial or Ascensus and discloses receipt of platform support services from those custodians, a relationship the brochure identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Business ownership considerations
Fee options
Financial Planning / Consulting Services fixed fees range from $542 to $999 per month or $6,504 to $11,988 annually; Estate Planning services charged as negotiated fixed fee
$0 - $1,000,000: 1.65% annually $1,000,000 - $3,000,000: 0.80% annually $3,000,000+: Negotiable
Main office location
LifePoint Financial Design
26 S Rio Grande, #2072
Salt Lake City UT 84101, United States
Number of offices
1
Most active in
LifePoint Financial Design has reported serving >5 clients in these states in the last 12 months.
California · Utah
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
Quick links
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