Fee-only adviser · Flower Mound, TX
Lifetime Capital Planning Group LLC
Lifetime Capital Planning Group LLC is a fee-only investment adviser registered with the securities regulators of Minnesota, Texas, with its main office in Flower Mound, Texas. On its latest Form ADV, filed February 23, 2026, it reports $85M in regulatory assets under management, 71 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Minnesota, Texas |
|---|---|
| Firm CRD number | 292120 |
| Office | 700 Parker Square Road Suite 190 Flower Mound, TX 75028 |
| Phone | (972) 410-2047 |
| Website | www.planltc.com |
| Regulatory assets under management | $85M ($80M discretionary) |
| Individual clients | 36 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Flower Mound
- GDS Wealth Management $1.8B
- Riverchase Wealth Management, LLC $251M
- McKeel Capital Management $63M
- Wykrent, Damon $31M
- Westmont Advisory, LLC $100M
See all 6 fee-only advisers in Flower Mound →
Nearby
- Grapevine 4 firms
- Southlake 15 firms
- Argyle 2 firms
- Bartonville 1 firm
- Westlake 1 firm
- Coppell 1 firm
- Lewisville 2 firms
- Colleyville 2 firms
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