Pamela Landy
Lifecycle Financial Planners · Bloomfield Hills, Michigan
Pamela Landy is a fee-only financial advisor at Lifecycle Financial Planners in Bloomfield Hills, Michigan, who holds the CFP credential. Lifecycle Financial Planners reports charging fixed fees on its Form ADV.
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Facts
| Firm | Lifecycle Financial Planners |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $671.7M across 3,065 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, LA, MI, NC, TX · CRD 5837816 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.mylifecycleplanners.com |
How Pamela's firm compares
- Lifecycle Financial Planners's average account is about $219,000, from its Form ADV (assets managed divided by 3,065 accounts).
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Questions about Pamela
Is Pamela Landy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pamela holds no broker registration, and Lifecycle Financial Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pamela charge for financial advice?
Pamela's firm, Lifecycle Financial Planners, reports charging fixed fees on its SEC Form ADV.
Where is Pamela Landy based?
Pamela Landy is based in Bloomfield Hills, Michigan.
What credentials does Pamela Landy hold?
Pamela Landy holds the CFP credential.
Is Pamela Landy registered with the SEC?
Yes. Pamela Landy is registered as an investment adviser representative in CA, FL, LA, MI, NC and TX (CRD 5837816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifecycle Financial Planners manage?
Lifecycle Financial Planners reports $671.7M across 3,065 accounts in assets under management.
How do I contact Pamela Landy?
Through Pamela's website, www.mylifecycleplanners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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