Financial Life Planners
Financial Life Planners is an SEC-registered mass-market adviser in Tempe, AZ with $208.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Financial Life Planners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129415, SEC 801-127888, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $208.4M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Tempe, AZ
- Employees
- 7
- Clients
- 298
- CRD
- 129415
- Ownership
- FICK, CYNTHIA, KAY; WIGHT, GINA, GIACHETTI; MESSER, JANET, LYNN
How much AUM does Financial Life Planners have?
Financial Life Planners reported $208.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Financial Life Planners?
Disclosed owners and executives of Financial Life Planners include FICK, CYNTHIA, KAY, WIGHT, GINA, GIACHETTI, MESSER, JANET, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.