Financial Life Planners

Overview

Financial Life Planners is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual practitioner. The firm focuses on individuals and families, providing comprehensive financial planning and portfolio management for individuals and small businesses. Core advisory services include selecting outside managers and running educational seminars or workshops. Fee arrangements combine a percentage of assets under management with hourly billing for planning or consulting work. The firm acts as a capital allocator for client portfolios and does not identify as an active ESG investor. Its regulatory profile indicates SEC registration in 2023 and it does not operate as a multi-state or related adviser under the information provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices