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FINANCIAL LIFE PLANNERS
Legal name: FINANCIAL LIFE PLANNERS LLC
CRD 129415File 801-127888
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$208.4M
Below cohort median (national)
Discretionary AUM
$208.3M
Non-discretionary $35K
Clients
298
779 accounts
Employees
7
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 1, 2023
- Principal office
- 2151 E BROADWAY, SUITE 203, TEMPE, AZ, 85282
- Phone
- 480-477-8530
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $208.4M
- Discretionary AUM
- $208.3M
- Non-discretionary AUM
- $35K
- Discretionary accounts
- 778
- Non-discretionary accounts
- 1
- Total accounts
- 779
- AUM per client
- $699K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 69 | $129.4M |
| Individuals (other than high net worth individuals) | 229 | $78.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.