Jeffrey
Palleschi

Life Plan Financial Advisory Group, LLC

CRD#6733005
Investment Advisor
in Rochester, MI

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About this Advisor

Jeffrey Palleschi is a certified financial planner working in Rochester, Michigan who has 2 years of relevant experience. Palleschi is currently employed by Life Plan Financial Advisory Group, LLC. Over the course of their career, Palleschi has held roles at Plante Moran Financial Advisors, Hickory Hollow Golf Club, Udm Fitness Center, Udm Labs, Hickory Hollow Gc, Macomb Community College, Baron Wealth Management, LLC and Lifeplan Financial Advisory Group, LLC. Palleschi holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Michigan. Life Plan Financial Advisory Group, LLC is a registered investment firm that has its headquarters in Rochester, MI. It manages $158 million in total assets between its 649 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 649 client accounts, 20% are held by high-net-worth investors who have at least $1 million in investable assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually vary depending on which services are provided. However, fees billed by Life Plan Financial Advisory Group, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1055 South Boulevard E. Suite 230
Rochester, MI 48307

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Life Plan Financial Advisory Group, LLC Brokerage Details

Total Assets Under Management

$157,481,572

MI Average: $943,424,332
Total Number of Employees

3

MI Average: 21
Total Number of Accounts

649

MI Average: 1,586
Average Account Size

$242,653

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jeffrey Palleschi Work History

Jeffrey has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lifeplan Financial Advisory Group, LLC

2020 - 2021 (1 year)

Baron Wealth Management, LLC

2016 - 2019 (3 years)

Plante Moran Financial Advisors

2016 - 2016 (< 1 year)

Hickory Hollow Golf Club

2015 - 2016 (1 year)

Udm Fitness Center

2015 - 2016 (1 year)

Udm Labs

2015 - 2015 (< 1 year)

Plante Moran Financial Advisors

2014 - 2015 (1 year)

Udm Fitness Center

2014 - 2014 (< 1 year)

Hickory Hollow Golf Club

2013 - 2014 (1 year)

Udm Fitness Center

2013 - 2013 (< 1 year)

Hickory Hollow Gc

2012 - 2013 (1 year)

Macomb Community College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Palleschi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Life Plan Financial Advisory Group, LLC

Jeffrey Palleschi
Rochester, MI
Catherine Gearig
Rochester, MI
Keith Barr
Rochester, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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