FINANCIAL LIFE PLANNING, LLC

FINANCIAL LIFE PLANNING, LLC of MARLTON, NJ is an SEC-registered investment adviser (CRD 147011). Regulatory assets under management: $23.2M.

Registration

• CRD: 147011
• Type: Registered investment adviser
• Location: 10,000 LINCOLN DRIVE EAST, MARLTON, NJ, 08053
• Phone: 856-988-5480
• Latest filing: 2026-03-28
• Regulatory AUM: $23.2M
• Discretionary AUM: $18.3M
• Non-discretionary AUM: $4.9M
• Clients: 2
• Accounts: 95

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147011 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search