Lifepoint Planning, PLLC provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Lifepoint Planning, PLLC reports 110 clients. They include 57 individual clients and 53 high-net-worth individuals. Of its assets, 94.3% ($159M across 434 accounts) are managed with discretion; $9.64M across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 10% |
| High-net-worth individuals | 48% | 87% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $16.8M | 10.0% | $294K |
| High-net-worth individuals | 53 | $147M | 87.5% | $2.78M |
| Pension and profit-sharing plans | Fewer than 5 | $2.39M | 1.4% | — |
| Charitable organizations | Fewer than 5 | $1.65M | 1.0% | — |
| Corporations and other businesses | Fewer than 5 | $312K | 0.2% | — |
| Total | 110 | $168M | 100% | — |
- Clients
- 57
- Regulatory AUM
- $16.8M
- AUM share
- 10.0%
- Avg. per client
- $294K
- Clients
- 53
- Regulatory AUM
- $147M
- AUM share
- 87.5%
- Avg. per client
- $2.78M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.39M
- AUM share
- 1.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.65M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $312K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 110
- Regulatory AUM
- $168M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Lifepoint Planning, PLLC is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Hourly financial planning is billed at $500 per hour, depending on complexity, with a $1,000 deposit due at the start.
- Retirement Plan Consulting
- Retirement plan consulting is billed as a percentage of plan assets, not to exceed 1.00%, or as a flat fee.
Douglas Oosterhart owns 75% or more of Lifepoint Planning, PLLC. It has 3 employees.
Leadership
Douglas OosterhartFounder, CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Lifepoint Planning, PLLC
Douglas Oosterhart
Control person · since April 2018
Lifepoint Planning, PLLC’s regulatory assets grew from $119M (February 2025) to $168M (February 2026); clients rose from 98 to 110 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $168M | 110 | 3 | 2 |
| February 2025 | $119M | 98 | 3 | 2 |
Besides its headquarters, Lifepoint Planning, PLLC has 1 office, with 2 listed addresses in Illinois and Michigan.
Illinois · 1 listed address
- 1821 Walden Office Square, Suite 400, SchaumburgHQ
Michigan · 1 listed address
- 41000 Woodward Ave, Bloomfield Hills
Other business names
Lifepoint Planning, PLLC has reported 1 other business name to the SEC.
- Lifepoint Planning
Contact and registration details
- Legal name
- Lifepoint Planning, PLLC
- Headquarters
- 1821 Walden Office Square, Suite 400, Schaumburg, IL 60173
- Website
- lifepointplanning.com
- Phone
- 844-505-3618
- SEC file
- 801-131948
- Structure
- Michigan other (specify)
- Fiscal year end
- December
Lifepoint Planning, PLLC uses Charles Schwab ($154M) as custodian for its separately managed accounts. Lifepoint Planning, PLLC has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $154M100%
At year end, Lifepoint Planning, PLLC’s separately managed accounts were mostly in stocks (80%) and funds (16%).
What the accounts hold
- Stocks80%
- Funds16%
- Bonds3%
- Cash1%
How many clients does Lifepoint Planning, PLLC have?
Lifepoint Planning, PLLC has 110 clients and manages $168 million for them, as of February 2026. They include 57 individual clients and 53 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does Lifepoint Planning, PLLC offer?
Lifepoint Planning, PLLC provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Lifepoint Planning, PLLC use?
Lifepoint Planning, PLLC’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $154M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does Lifepoint Planning, PLLC have?
Lifepoint Planning, PLLC has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lifepoint Planning, PLLC invest in?
At the end of its last fiscal year, Lifepoint Planning, PLLC’s separately managed accounts held 80% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lifepoint Planning, PLLC?
Lifepoint Planning, PLLC’s direct owner is Douglas Oosterhart (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does Lifepoint Planning, PLLC get paid?
Lifepoint Planning, PLLC is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lifepoint Planning, PLLC?
Lifepoint Planning, PLLC’s main office is at 1821 Walden Office Square, Suite 400, Schaumburg, IL 60173. Its phone number is 844-505-3618. Its website is lifepointplanning.com.