Advisor at Financial Life Planners
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Firm
Financial Life Planners
Location
Tempe, AZ 85282
Credentials
Series 63, Series 65, Series 66
Industry experience
22 years
Cynthia Fick is a financial advisor at Financial Life Planners with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Financial Life Planners since 2003. Outside of her advisory role, she is an author and trainer for The Sisterhood of Money, a financial education program. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans with ongoing investment management and financial planning. The firm uses a tactical, actively monitored approach combining fundamental and technical analysis, focusing on tax efficiency and asset location.
Based on Financial Life Planners
Based on Financial Life Planners
One-time fee ranging between $1,000 and $2,500 for stand-alone financial planning services
$0 - $99,999.99: 1.5% $100,000 - $249,999.99: 1.3% $250,000 - $499,999.99: 1.2% $500,000 - $1,999,999.99: 1.0% $2,000,000+: 0.75%
$250 per hour for stand-alone financial planning services
Account minimum: $500,000
2151 E Broadway, Suite 203
Tempe, AZ 85282
Arizona · California · Texas
Financial Life Planners LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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