Financial Life Planners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tempe, AZ. Its latest Form ADV filing, dated March 30, 2026, reports $208M in regulatory assets under management, 7 employees, 1 office, and 779 accounts.
Assets Under Management
$208M
Employees
7
Offices
1 office
Total Clients
298
Primary office
TEMPE, AZ
2151 E BROADWAY, SUITE 203, TEMPE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.8% of total clients.
Top client categories% of clientsClients
1
Individuals
76.8%
229
2
HNWI
23.2%
69
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of March 30, 2026
Discretionary100.0%
$208M
100% of total RAUM100.0%
Non-discretionary0.0%
$35K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$208M
Total Accounts779
10Y AUM Change+$96M (+84.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee43:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.