Lifeplan Group

LifePlan Investment Advisors, Inc., operating as LifePlan Group, is a Registered Investment Advisory firm based in North Carolina. Founded by Kenneth A. Sutherland and co-owned by Kenneth A. Sutherland and Alex P. Sutherland, the firm offers retirement planning and asset-based advisory services for individuals, businesses, and retirement plans. Their services include financial planning, investment advice, and retirement plan rollover recommendations, with a focus on retirement planning, investment allocation, income generation, taxation, risk management, and estate planning. The firm acts as a fiduciary, putting clients' interests first and charging fees not to exceed $500/hour for financial planning and up to 1.5% annually for asset-based advisory fees. Clients must have a minimum of $500,000 in assets, which may be waived at the firm's discretion. LifePlan Investment Advisors, Inc. may have discretionary authority over client accounts, with regulatory assets under management totaling $238,613,582 as of 12/31/2024. The firm's investment philosophy emphasizes diversified portfolio models, Exchange Traded Funds, and strategic management to achieve client goals while mitigating risk. Clients receive quarterly account statements and have the option to authorize trades and fund disbursements. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. LifePlan Investment Advisors, Inc. has no disciplinary events to report and provides additional services through its affiliate, LifePlan Tax and Insurance Group, Inc.