Overview
Assets Under Management: $208 million
Headquarters: TEMPE, AZ
High-Net-Worth Clients: 69
Average Client Assets: $1.9 million
Frequently Asked Questions
FINANCIAL LIFE PLANNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129415), FINANCIAL LIFE PLANNERS is subject to fiduciary duty under federal law.
FINANCIAL LIFE PLANNERS is headquartered in TEMPE, AZ.
FINANCIAL LIFE PLANNERS serves 69 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL LIFE PLANNERS offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
FINANCIAL LIFE PLANNERS manages $208 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, FINANCIAL LIFE PLANNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.13%
Average Client Assets: $1.9 million
Total Client Accounts: 779
Discretionary Accounts: 778
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 129415
Filing ID: 2062908
Last Filing Date: 2026-03-30 16:48:21