# Life Advisors Financial Planning and Wealth Management

Life Advisors Financial Planning and Wealth Management is an Asset Manager based in Munfordville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Munfordville, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Assets under management:** $100M - $250M (Altss estimate)
- **Website:** lifeadvisors.com

## Regulatory record

- **CRD number:** 148573
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148573

## About

LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MUNFORDVILLE, KY. The firm manages approximately $15 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## People

- John H. Robinson — Founder and Financial Planner

## Questions

### Who runs investment decisions at Life Advisors?

John H. Robinson serves as the firm's founder and primary investment adviser representative. All portfolio decisions are made in-house under an advisory agreement, not outsourced to third-party managers. Robinson's public media presence confirms he personally leads the planning methodology and client relationship management.

### Is Life Advisors a fiduciary?

Yes. As a registered investment advisor (RIA) under the Investment Advisers Act of 1940, the firm has a legal fiduciary duty to act in clients' best interests. This differs from broker-dealer firms operating under the less restrictive Regulation Best Interest standard. Fee-only compensation eliminates commission conflicts.

### What type of client does Life Advisors typically serve?

The firm's specialty is corporate executives and professionals with significant equity compensation — restricted stock units, incentive stock options, and non-qualified stock options. Clients frequently work in technology, biotechnology, and other industries where equity grants form a meaningful portion of total compensation.

### How does Life Advisors handle concentrated stock positions?

The firm builds structured diversification plans around single-stock risk. This can include staged selling programs, option exercise scheduling that factors in alternative minimum tax exposure, and Rule 10b5-1 trading plan design for executives subject to insider trading restrictions. Position sizing is modeled against retirement income projections.

## Related profiles

- [Wealth Renovators](https://altss.com/profile/wealth-renovators-llc)
- [Intermountain Wealth Management](https://altss.com/profile/intermountain-wealth-management-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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