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
https://twitter.com/cynthiameyer_ff
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, NJ, NY, TX

Financial Advisors at Real Life Planning
Showing 1 - 1 of 1 top financial advisors.
1
Cynthia Meyer, financial advisor Gladstone NJ
Cynthia A. Meyer
CRD#: 2841828
Gladstone, NJ

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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