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FINANCIAL LIFE PLANNERS
2151 E Broadway
Suite 203
Tempe, Arizona 85282
Tel: 480-477-8530
About FINANCIAL LIFE PLANNERS
FINANCIAL LIFE PLANNERS, formally registered with the SEC as FINANCIAL LIFE PLANNERS. The firm was established in 05/01/2023. They have over 2 offices throughout the country.
FINANCIAL LIFE PLANNERS is a Tempe, Arizona based Financial Planning firm with nearly $174,578,704 assets under management, offering retirement planning & investment advisory services to 788 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129415 |
| SEC# | 801-127888 |
| Assets Managed by Firm | $174,578,704 |
| No. of Clients | 788 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 788 | $174,578,704 |
| Individuals (other than high net worth individuals) | 733 | $121,052,176 |
| High net worth individuals | 24 | $47,236,134 |
| Pension and profit sharing plans | 19 | $4,121,981 |
| Corporations or other businesses | 10 | $1,711,514 |
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|---|---|---|---|
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