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LIFECYCLE FINANCIAL PLANNERS INC.
CRD 290250File 801-112138
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$671.7M
Above cohort median (national)
Discretionary AUM
$475.2M
Non-discretionary $196.5M
Clients
171
3,065 accounts
Employees
9
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 12, 2017
- Principal office
- 40950 WOODWARD AVENUE, SUITE 140, BLOOMFIELD HILLS, MI, 48304
- Phone
- 248-737-7090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $671.7M
- Discretionary AUM
- $475.2M
- Non-discretionary AUM
- $196.5M
- Discretionary accounts
- 1,782
- Non-discretionary accounts
- 1,283
- Total accounts
- 3,065
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $9.3M |
| High net worth individuals | 52 | $314.6M |
| Individuals (other than high net worth individuals) | 117 | $347.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.