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- Custodian
- American Funds · Charles Schwab & Company · Equity Trust · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2008
- Office Locations
- 1
Office Locations
About Financial Life Planning, LLC
Financial Life Planning, LLC is an independent RIA in Marlton, NJ providing fiduciary retirement planning, financial planning, and wealth management for individuals, families, and small business owners. The practice pairs comprehensive planning with ongoing investment management and risk analysis, with portfolios that commonly use ETFs and mutual funds, and offers project-based consulting when a full relationship isn’t needed.
Reported data analysis
What the numbers show
Of the latest reported AUM, 78.8% is discretionary and 21.2% is non-discretionary.
The firm reports 1 advisory representatives and 52 clients, or 52 clients per representative. That equates to $446.6K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
EDWARD CRAIG GOLDSTEIN
President
- CRD
- #4388962
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,298,406 | -- |
| Non-Discretionary | $4,923,347 | -- |
| Total | $23,221,753 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Financial Life Planning, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.