FAMILY LIFE FINANCIAL PLANNING

FAMILY LIFE FINANCIAL PLANNING, LLC

CRD 284922

Visit website

8350 TYLER BLVD, MENTOR, OH, 44060, United States

Phone

440-490-7526

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$5.8M

Discretionary AUM

$5.8M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	27	$5.8M

All web addresses on file

https://www.instagram.com/michael_kostelnik/
HTTP://WWW.SAVEFORYOURFAMILY.COM/
HTTPS://TWITTER.COM/MIKEKOSTELNIK
HTTPS://WWW.LINKEDIN.COM/IN/MICHAEL-KOSTELNIK-50159A1
HTTPS://WWW.FACEBOOK.COM/FAMILY-LIFE-FINANCIAL-PLANNING-322644721484689/

Official SEC filing: View on IAPD