Real Life Planning
Real Life Planning (CRD# 304695) is a financial advisory firm headquartered in , . They manage $3,854,295 in 43 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Real Life Planning
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts43ACCOUNTS
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Average Account Value$89,635
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NJ, NY, TX
Financial Advisors at Real Life Planning
1
Cynthia Meyer (CRD# 2841828) is an Investment Advisor Representative working at Real Life Planning in Gladstone, NJ and has over 27 years of experience in the finance industry.
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