Family Life Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,800,000
Clients
27
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$214,815
About
Family Life Financial Planning serves individual households and also provides services to pension and retirement plans, charitable organizations, and small businesses. The firm offers portfolio management (both through in-house, tailored portfolios and by recommending third‑party outside managers), comprehensive and modular financial planning, retirement plan consulting, and periodic educational seminars and speaking engagements.
The firm’s process emphasizes individualized investment plans built from clients’ goals, time horizons, and risk tolerances and documented in an investment policy statement; portfolios are implemented either directly or via selected outside managers whose holdings and compliance the firm monitors. Financial planning work includes ongoing monthly-access subscriptions and projection-based retirement analyses that present hypothetical outcomes to illustrate the likelihood of achieving stated goals.
Noteworthy for a solo independent adviser, the firm accepts institutional plan clients and provides retirement-plan and pension consulting while acknowledging ERISA fiduciary standards when engaged by plans. The brochure also discloses that the principal maintains other community and business roles and that the firm conducts public seminars and paid speaking engagements, practices that are less common among peers of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project based financial planning fixed fees $300-$2,500; initial planning fee up to $2,500
$0 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.5%
$100-$300 per hour
Financial planning ongoing fees $100-$300 per month
Minimum fee: $3,000 annual minimum fee billed $750 per quarter Fee-only: Financial planning fees $100-$300/month (ongoing) with upfront comprehensive planning fees $500-$2100; hourly fees $100-$300/hour; fixed fees $300-$2500 for project based planning; initial planning fee up to $2,500
Main office location
Family Life Financial Planning
8350 Tyler Blvd
Mentor OH 44060, United States
Number of offices
1
Most active in
Family Life Financial Planning has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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