$23.2M Total AUM
$18.3M Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
18 yrs Firm Age
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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
10,000 Lincoln Drive East Suite 201 Marlton NJ
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.
Team overview
58 AVG AGE
$23.2M AVG AUM / ADVISOR
$446.6K AVG AUM / CLIENT
18.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
EDWARD CRAIG GOLDSTEIN
President
- CRD
- #4388962
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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