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.
Firm
Financial Life Planners
Location
Tempe, AZ 85282
Credentials
Series 65
Industry experience
2 years
William Fick is a Series 65-licensed advisor at Financial Life Planners in Tempe, AZ, with one year of industry experience. Prior to joining Financial Life Planners, he held positions at Lowes Home Improvement and various other organizations. He is also involved in insurance sales through Financial Life Planners Insurance Services, LLC. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans, providing investment management and financial planning. The firm uses a tactical and actively monitored investment approach, combining 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 · California · Texas
Financial Life Planners
2023 - Present (3 years)
Lowes Home Improvment
2021 - 2023 (2 years)
Willamette University
2017 - 2021 (4 years)
Door Dash
2017 - 2021 (4 years)
Corona Del Sol
2013 - 2017 (4 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.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63, Series 66
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CFP®, Series 65
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Series 65
Phoenix, AZ
Betts LLC
Series 66
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Vibrant Wealth
CFP®, Series 63
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Musser Financial Planning, LLC
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