Overview
Assets Under Management: $175 million
Headquarters: TEMPE, AZ
High-Net-Worth Clients: 24
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL LIFE PLANNERS LLC 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 LLC is subject to fiduciary duty under federal law.
FINANCIAL LIFE PLANNERS LLC is headquartered in TEMPE, AZ.
FINANCIAL LIFE PLANNERS LLC serves 24 high-net-worth clients according to their SEC filing dated July 29, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL LIFE PLANNERS LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
FINANCIAL LIFE PLANNERS LLC manages $175 million in client assets according to their SEC filing dated July 29, 2025.
According to their SEC Form ADV, FINANCIAL LIFE PLANNERS LLC 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: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 788
Discretionary Accounts: 788
Regulatory Filings
CRD Number: 129415
Filing ID: 2006396
Last Filing Date: 2025-07-29 10:42:00
Website: https://advisorlawyer.com