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LIFECYCLE FINANCIAL PLANNERS INC.
CRD 290250File 801-112138
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 185 | 171 | decreased by14 |
| Apr 1, 2026 | AUM | $626,400,267 | $671,730,432 | increased by$45,330,165 |
| Apr 1, 2026 | Accounts | 3,811 | 3,065 | decreased by746 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 164 | 185 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $590,827,172 | $626,400,267 | increased by$35,573,095 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,755 | 3,811 | increased by56 |
| Apr 1, 2022 | Clients | 159 | 164 | increased by5 |
| Apr 1, 2022 | AUM | $521,145,888 | $590,827,172 | increased by$69,681,284 |
| Apr 1, 2022 | Accounts | 3,469 | 3,755 | increased by286 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIFECYCLE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIFECYCLE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.