Advisor at Financial Life Planners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Kelsey White is a financial advisor at Financial Life Planners with a Series 65 designation and two years of experience at the firm. Prior to joining Financial Life Planners, she worked in veterinary-related roles, including positions at VCA Areca and 1st Pet Veterinary Center. Financial Life Planners provides investment management and financial planning services to individuals, families, trusts, estates, corporations, and qualified retirement plans. The firm employs a tactical and actively monitored investment approach that incorporates fundamental and technical analysis within an asset-allocation framework.
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
Financial Life Planners LLC
2024 - Present (2 years)
VCA Areca
2022 - 2024 (2 years)
1st Pet Veterinary Center
2019 - 2022 (3 years)
Mesa Community College
2017 - 2019 (2 years)
New Frontier Animal Medical Center
2015 - 2017 (2 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 63, Series 65, Series 66
Mesa, AZ
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CFP®, Series 63, Series 66
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CFP®, Series 65
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Series 65
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Series 66
Chandler, AZ
Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
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