FINANCIAL LIFE PLANNING, LLC

Overview

Financial Life Planning, LLC is a small independent RIA structured as an LLC that serves individuals and families as well as small-business clients. The firm provides financial planning and portfolio management and also operates as an insurance broker, which shapes parts of its product mix and fee options. Its fee menu includes percentage-of-AUM billing, hourly and fixed fees for planning work, and commissionable products tied to its insurance activity. Investment activity skews toward public equities: exchange-traded equities are the single largest asset type on the books and reflect the firm's stated preference for equities. Most client assets are managed on a discretionary basis, indicating the advisors take day-to-day responsibility for portfolio implementation for the majority of clients. The firm is not positioned as an ESG investor, does not act as a capital allocator, and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices