FAMILY LIFE FINANCIAL PLANNING

RIASEC Registered

Total AUM

$5.8M

Discretionary

$5.8M

100% of AUM

Avg account

$107K

Accounts

Employees

Advisory reps

Firm details

Headquarters: MENTOR, Ohio
CRD number: 284922
Website: saveforyourfamily.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Family Life Financial Planning is an independent, individually owned limited liability company that advises individuals and families. The firm functions as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses, and other business or institutional clients. Its advisory scope, as reported, includes financial planning, pension consulting services, selecting other advisers, and delivering educational seminars and workshops. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee options. The firm is not identified as an active ESG investor and does not report multi-state registration.