Financial Life Planning, LLC
Financial Life Planning, LLC (CRD# 147011) is a financial advisory firm headquartered in Marlton, NJ. They manage $18,176,762 in 106 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Financial Life Planning, LLC
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts106ACCOUNTS
-
Average Account Value$171,479
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA
Financial Advisors at Financial Life Planning, LLC
1
Edward Goldstein (CRD# 4388962) is an Investment Advisor Representative working at Financial Life Planning, LLC in Marlton, NJ and has over 14 years of experience in the finance industry. Edward Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.