Financial Life Planners
Financial Life Planners (CRD# 129415) is a financial advisory firm headquartered in Phoenix, AZ. They manage $112,792,467 in 672 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management113MILLION
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Total Number of Accounts672ACCOUNTS
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Average Account Value$167,846
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Financial Life Planners
1
Cynthia Fick (CRD# 1643732) is an Investment Advisor Representative working at Financial Life Planners in Phoenix, AZ and has over 36 years of experience in the finance industry.
2
Gina Wight (CRD# 5353376) is an Investment Advisor Representative working at Financial Life Planners in Phoenix, AZ and has over 16 years of experience in the finance industry.
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