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FINANCIAL LIFE PLANNERS

Tel: 480-477-8530
2151 E Broadway
Suite 203
Tempe, Arizona  85282

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FINANCIAL LIFE PLANNERS

FINANCIAL LIFE PLANNERS is a Tempe, Arizona based financial advisory firm with nearly $174,578,704 in assets under management and provides investment advisory services for 788 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

129415

SEC#:

801-127888

No. of Clients:

788

Assets under Management

$174,578,704

No. of Advisors:

6

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