FINANCIAL LIFE DESIGNS LLC

FINANCIAL LIFE DESIGNS LLC of LAKE MARY, FL is an SEC-registered investment adviser (CRD 285241). Regulatory assets under management: $37.7M.

Registration

• CRD: 285241
• Type: Registered investment adviser
• Location: 1540 INTERNATIONAL PARKWAY, LAKE MARY, FL, 32746
• Phone: 407-590-9372
• Latest filing: 2026-02-12
• Regulatory AUM: $37.7M
• Discretionary AUM: $37.7M
• Clients: 2
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

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 285241 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search