FINANCIAL LIFE DESIGNS LLC

Overview

Financial Life Designs LLC is an independent RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee structure that blends percentage-of-AUM billing with hourly and fixed-fee engagements, allowing it to serve both ongoing wealth management clients and standalone planning engagements. The advisor tilts strongly toward equity exposure—its ADV identifies a clear preference for exchange-traded equities—so client portfolios are constructed with a bias toward liquid, tradable instruments rather than concentrated private holdings. The firm is set up as a limited liability company owned by an individual and serves a client base of individuals and families. It is not positioned as a capital allocator or pension consultant, it does not identify as a multi-state adviser, and it does not self-designate as an active ESG investor. Advisory services are centered on creating financial plans and managing discretionary portfolios for smaller private clients rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices