Financial Life Planners LLC
● SEC registered since 2023CRD 129415SEC# 801-127888Tempe, AZ
Reg. AUM
$208.4M
Employees
7
Accounts
779
Location
Tempe, AZ
Financial Life Planners LLC assets under management
Financial Life Planners LLC is a registered investment adviser overseen by the SEC based in Tempe, AZ. The firm has been registered since 2023. It reports $208.4 million in regulatory assets under management and employs 7 people.
Financial Life Planners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Kay Fick Control | Owner/President | 50-75% | 2003 |
| Gina Giachetti Wight Control | Partner/Co-Owner | 25-50% | 2020 |
| Janet Lynn Messer Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Financial Life Planners LLC manage?
Financial Life Planners LLC reports $208.4 million in regulatory assets under management on its Form ADV.
How many employees does Financial Life Planners LLC have?
Financial Life Planners LLC reports 7 employees.
Where is Financial Life Planners LLC located?
Financial Life Planners LLC is based in Tempe, AZ and has been SEC-registered since 2023.
Does Financial Life Planners LLC disclose fund performance?
Financial Life Planners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2151 E Broadway, Suite 203, Tempe, AZ 85282 |
| Phone | 480-477-8530 |
| Fax | 480-477-8529 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2053368 |
| Discloses disciplinary history | No |
Regulatory AUM
$208.4M▲ 57%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$208.4Mregulatory AUM
Discretionary $208.3MNon-discretionary $35K