FINANCIAL LIFE PLANNERS

Overview

Financial Life Planners is an independent registered investment adviser organized as a limited liability company. The firm is owned by an individual and registered with the SEC in 2023. It describes itself as a capital allocator that serves individuals and families, offering fee arrangements that include a percentage of assets under management and hourly charges. Core services emphasize financial planning and portfolio management for individuals and small business owners, selecting outside managers, and delivering educational seminars or workshops. The firm is not positioned as an active ESG investor, does not identify as a multistate adviser, and does not serve as a pension consultant or related adviser. It also lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices