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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-2019
- Office Locations
- 1
Office Locations
About Real Life Planning
Real Life Planning is a fee-only fiduciary financial planning firm focused on busy professionals and real estate investors (current or aspiring landlords). The team delivers holistic guidance—financial independence planning, real estate portfolio and leverage decisions, tax planning, and investment planning—priced as a transparent monthly fee with no commissions. Unique: the planners are rental property owners, bringing firsthand real estate experience to advice.
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Investment Themes
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Owner & Executives
CYNTHIA ANN MEYER
Advisor, Chief Compliance Officer
- CRD
- #2841828
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,391,909 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,391,909 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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