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FINANCIAL LIFE PLANNING, LLC
CRD 147011
10,000 LINCOLN DRIVE EAST, SUITE 201, MARLTON, NJ, 08053, United States
Phone
856-988-5480
Fax
908-292-1040
Registration
— (—)
Source
State registered
Total AUM
$23.2M
Discretionary AUM
$18.3M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $12.8M |
| High net worth individuals | 13 | $8.2M |
All web addresses on file
Official SEC filing: View on IAPD