Todd Allyn Tessler
Investment adviser representative at Life Planning Advisors LLC
8 yearsExperience
1 stateRegistered in
$169.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Life Planning Advisors LLCSep 2013 to now
- Mutual Securities, IncMar 2015 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Life Planning Advisors LLC
$169.2MAssets managed
979Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2940401
- Firm CRD
- 151292