FINANCIAL LIFE PLANNERS LLC
Legal name: FINANCIAL LIFE PLANNERS
CRD #129415 SEC #801-127888 TEMPE, AZ 480-477-8530
SEC Registered
Total AUM
$174.6M
Discretionary
$174.6M
Employees
6
Clients
51
Accounts
788
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $174.6M | $174.6M | $0 | 6 | 0 |
| Jul 2025 | $174.6M | $174.6M | $0 | 6 | 0 |
| Apr 2025 | $174.6M | $174.6M | $0 | 6 | 0 |
| Feb 2025 | $174.6M | $174.6M | $0 | 6 | 0 |
| Feb 2025 | $174.6M | $174.6M | $0 | 6 | 0 |
| Jan 2025 | $133M | $133M | $0 | 5 | 0 |
| Aug 2024 | $133M | $133M | $0 | 5 | 0 |
| Mar 2024 | $133M | $133M | $0 | 5 | 0 |
| Oct 2023 | $112.8M | $112.8M | $0 | 4 | 0 |
| Mar 2023 | $112.8M | $112.8M | $0 | 4 | 0 |
DateNov 2025
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees4
Clients0