Firm
Lifecycle Financial Planners
Bloomfield Hills, Michigan
Fee-only
Lifecycle Financial Planners at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 9 employees and 169 individual clients, 52 of them high net worth.
- Its average account is about $219,000 (assets it manages divided by its 3,065 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Bloomfield Hills, Michigan |
|---|---|
| Website | mylifecycleplanners.com |
| [email protected] | |
| Phone | (248) 737-7090 |
Lifecycle Financial Planners fees
Lifecycle Financial Planners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $672 million |
| Individual clients | 117 |
| High-net-worth clients | 52 |
| Accounts managed | 3,065 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-112138) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 290250 |