Updated:Jun 3, 2026

Financial Life Planning

Financial Life Planning, LLC is a US-registered investment advisor focused on wealth management. No disclosed AUM, founding year, or named principals.

Financial Life Planning

FINANCIAL LIFE PLANNING, LLC is an SEC-registered investment adviser in MARLTON, NJ. The firm manages $23 million in assets, $18 million on a discretionary basis. It has 2 employees and 1 investment adviser.

linkedin.com/company/flplanning

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Sector focus

Wealth ManagementFinancial PlanningRetirement Planning

Who runs investment decisions at Financial Life Planning?

No named asset managers or investment committee members have been identified in any public source. The firm's ownership and management structure remain undisclosed (public record).

Is Financial Life Planning structured as a family office?

No. The firm is registered as a traditional RIA and does not hold itself out as a single-family or multi-family office. It has no disclosed nexus to any concentrated fortune or founding family (per SEC registration data).

Does Financial Life Planning participate in direct investments or fund commitments?

There is no public evidence that the firm engages in direct private investments, fund commitments, or co-investments. Its model appears limited to traditional securities-based wealth management (public record).

What investment stages does Financial Life Planning typically target?

The firm does not disclose stage preferences. Given its wealth-planning orientation, it likely focuses on liquid public markets via mutual funds, ETFs, and individual equities — not venture or growth equity (per industry norms).

Where does the underlying wealth come from for this firm?

The firm is an RIA serving multiple clients, not a family office managing a single fortune. The source of client wealth is not disclosed (public record).

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.