FINANCIAL LIFE PLANNERS LLC
Doing business as FINANCIAL LIFE PLANNERS. SEC Form ADV profile.
Total regulatory AUM
$208,356,675
Discretionary
$208,322,075
Non-discretionary
$34,600
Firm details
- CRD number
- 129415
- SEC file number
- 801-127888
- Main office
- TEMPE, AZ, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://podcasts.apple.com/us/podcast/financial-life-planning-with-cynthia-and-gina/id1599602319
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.