Company profilethelivingplan.net ↗

The Living Plan, Llc

The Living Plan is a private executive administration firm providing services similar to those of a family office controller.

Financial Services
Headquarters
Newport Beach, California, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2015Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
2 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does The Living Plan, Llc do?

The firm provides services intended to meet clients’ ongoing administrative needs. The firm learns about clients and their families, then customizes its services to their circumstances.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Executive administration

Provides services similar to those of a family office controller, often taking on matters where other professional services leave off.

Source: LinkedIn company description · Retrieved October 13, 2026

Financial and personal affairs support

The firm provides services to address clients’ financial and personal business affairs.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWThe Living Plan, Llc listed #17 on Family office accounting firms, September 27, 2026Open the published source list.
The Living Plan, Llc

#17 Family office accounting firms

Snapshot: September 27, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 21, 2026 and September 27, 2026. How the company lists are built.

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