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FINANCIAL LIFE PLANNERS
FINANCIAL LIFE PLANNERS LLC
CRD 129415 · SEC 801-127888
2151 E BROADWAY, SUITE 203, TEMPE, AZ, 85282, United States
Phone
480-477-8530
Fax
480-477-8529
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$208.4M
Discretionary AUM
$208.3M
Team
7 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $78.9M |
| High net worth individuals | 69 | $129.4M |
States served
AZ, CA, NM, OR, PA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD