William Jamison
Lifeplan Financial · Mankato, Minnesota
William Jamison is a fee-only financial advisor at Lifeplan Financial in Mankato, Minnesota, who holds the CFP credential. Lifeplan Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Lifeplan Financial |
|---|---|
| Based in | Mankato, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $141.0M across 521 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6267620 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.lifeplan-financial.com |
| Profile |
How William's firm compares
- Lifeplan Financial's average account is about $271,000, from its Form ADV (assets managed divided by 521 accounts).
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Questions about William
Is William Jamison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Lifeplan Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Lifeplan Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Jamison based?
William Jamison is based in Mankato, Minnesota.
What credentials does William Jamison hold?
William Jamison holds the CFP credential.
Is William Jamison registered with the SEC?
Yes. William Jamison is registered as an investment adviser representative in MN and TX (CRD 6267620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifeplan Financial manage?
Lifeplan Financial reports $141.0M across 521 accounts in assets under management.
How do I contact William Jamison?
Through William's website, www.lifeplan-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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