Lifecycle Financial Planners INC.
Bloomfield Hills, MI·SEC-registered · CRD #290250
Lifecycle Financial Planners INC. is an SEC-registered investment advisory firm in Bloomfield Hills, MI managing $672M across 4.3k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$672M
Client accounts
4.3k
Advisory staff
9
Fee model
Fee-based
How Lifecycle Financial Planners INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lifecycle Financial Planners INC.
How much does Lifecycle Financial Planners INC. manage?
Per its most recent SEC Form ADV filing (03/23/2026), Lifecycle Financial Planners INC. reports $672M in regulatory assets under management across roughly 4.3k client accounts.
How does Lifecycle Financial Planners INC. charge?
Lifecycle Financial Planners INC. is a fee-based firm. Its disclosed compensation arrangements are: Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lifecycle Financial Planners INC. a fiduciary?
Yes. Lifecycle Financial Planners INC. is registered with the U.S. Securities and Exchange Commission (CRD #290250), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lifecycle Financial Planners INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lifecycle Financial Planners INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Lifecycle Financial Planners INC.'s public SEC Form ADV filing (CRD #290250, filed 03/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lifecycle Financial Planners INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lifecycle Financial Planners INC.? Claim this profile.