9AT: LIFE PLANNING ADVISORS LLC

LIFE PLANNING ADVISORS LLC

LIFE PLANNING ADVISORS LLC

SIERRA WEALTH GROUP, LLC

Adviser Profile

As of Date	03/25/2026
Registration	SEC, Approved, 09/22/2022
Other registrations (2)	California, Terminated, 10/28/2022 Arizona, Approved, 01/04/2018
ADV Location	BIGFORK, MT, United States
Contact Info	760 xxxxxxx
Websites

AUM^*	169,160,654 27%
of that, discretionary	0
Number of Employees	4
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	157,946 -14%
% High Net Worth	5.21% -32%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

169M 145M 121M 97M 72M 48M 24M

2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Page | 5 agreed upon model Investment Policy Statement. While model portfolios may be utilized in the Investment Policy Statement as a starting point, each investment portfolio is individually designed. Clients are permitted to impose reasonable restrictions on investing in certain securities or types of securities. This most often occurs when clients request certain social investing needs to be addressed, such as through the use of mutual funds which avoid investments in certain companies. Other restrictions may be imposed by clients with respect to the (average or longest) maturity or credit quality of fixed income investments. We provide financial planning, estate planning, tax planning, and risk management planning services upon receipt of a signed client engagement for such services. Planning issues are prioritized and then addressed, either all at one time or over the course of several conferences. As appropriate to each program, clients meet with their advisor as often as needed to review any changes to the client’s financial situation, the investment portfolio upon which advice is provided by Sierra Wealth Group, and planning issues.

As of December 2022, We manage $ 0.00 on a discretionary basis and $ 106,736,292.00 on a non- discretionary basis. The role that Sierra Wealth Group and its IARs play on accounts is non-discretionary – i.e., Sierra Wealth Group’s role is limited to assisting the client in choosing an investment strategy and recommending securities that are in line with the investment strategy. Sierra Wealth Group also refers clients to third party money management firm who have the discretion to invest client accounts. Thus, Sierra Wealth Group deems that all of the assets that it has under management are properly characterized as “non-discretionary.” We are compensated for our advisory services provided to you. (i) Asset Management: Assets Under Management Annual Percentage of Assets Charge* $0 to $250,000 1.00-2.00% $250,000 to $1,000,000 0.75%-1.50% Greater than $1,000,000 0.50%-1.0% *Our firm’s fees are billed on a pro-rata annualized basis quarterly in arrears based on the value of your account on the last day of the quarter. Cash held in your account is charged the same management fee as the other assets held in your account.

LIFE PLANNING ADVISORS LLC

LIFE PLANNING ADVISORS LLC

SIERRA WEALTH GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

LIFE PLANNING ADVISORS LLC LIFE PLANNING ADVISORS LLC SIERRA WEALTH GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

LIFE PLANNING ADVISORS LLC

LIFE PLANNING ADVISORS LLC

SIERRA WEALTH GROUP, LLC