Financial Planning Services for Advisors

As an advisor, financial planning is one of the most valuable services you can offer your clients. At LPL Financial, we offer advisors like you the tools, resources, and support you need to be a successful financial planning professional.

Differentiate your practice

Enhance Your Financial Planning Services

When you choose LPL Financial, you’ll have direct access to valuable resources to help you deliver quality planning services for your clients.

We offer:

  • Access to in-house planning professionals, including specialists in important areas such as taxes and estate planning, to help you strategize to address the unique financial goals and needs of each client
  • Opportunity to charge separately and directly for financial planning through the LPL RIA
  • Discounted and integrated access to industry-leading financial planning software tools
  • Opportunity to hire LPL to construct plans for you
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LPL Advisor Insights

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.

10th anniversary of LPL Financial's ClientWorks illustrated by 10 illustrated by chart candlesticks

10 Years of ClientWorks: The Future of Advice

| LPL Financial

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Understanding the RIA Model and How to Launch an RIA

| LPL Financial

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What Advisors Need to Know About Estate Planning in 2027

| Tara Popernik, CFA®, CFP®, Executive Vice President, Wealth Planning

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3 Banking and Lending Myths for Financial Advisors

| LPL Financial

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Why Concentrated Stock Positions Are Hard to Find & Handle

| LPL Financial

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Cybersecurity for Financial Advisors: 8 Essential Tips

| Greg Gates, Chief Product and Technology Officer LPL Financial

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Other LPL Offerings 

Private Trust

LPL provides trust services through The Private Trust Company, N.A., enabling you to offer quality trust administration services to your clients.

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Paraplanning

Launch, enhance, or scale your financial planning practice through added-value consultation and plan production by a team of planning professionals.

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Banking & Lending

LPL enables advisors to deliver holistic wealth management by providing a suite of banking solutions including credit, cash, and transactional capabilities.

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Disclosures

For Financial Professional Use Only