FAMILY LIFE FINANCIAL PLANNING

FAMILY LIFE FINANCIAL PLANNING of MENTOR, OH is an SEC-registered investment adviser (CRD 284922). Regulatory assets under management: $5.8M.

Registration

• CRD: 284922
• Type: Registered investment adviser
• Location: 8350 TYLER BLVD, MENTOR, OH, 44060
• Phone: 440-490-7526
• Latest filing: 2026-03-23
• Regulatory AUM: $5.8M
• Discretionary AUM: $5.8M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284922 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search