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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-2016
- Office Locations
- 1
Office Locations
About Family Life Financial Planning
Family Life Financial Planning is an Ohio-based RIA serving Christian families with biblically based financial planning around college funding, retirement readiness, tax-minimization strategies, debt reduction, and intentional giving. Led by Michael Kostelnik, a financial planner and bi-vocational pastor, the firm builds values-aligned portfolios using mutual funds/ETFs and can support implementation on an ongoing basis, with custody including Schwab and SEI.
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Owner & Executives
MICHAEL J KOSTELNIK
Chief Compliance Officer, Financial Planner, President
- CRD
- #4941681
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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