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Cynthia Kay Fick

FINANCIAL LIFE PLANNERS LLC·PHOENIX, Arizona
Unclaimed Profile
10429 S 51ST STREET, PHOENIX, AZ 85044CRD# 1643732Firm CRD# 129415
01

About

Cynthia Kay Fick is a registered financial advisor based in PHOENIX, Arizona, affiliated with FINANCIAL LIFE PLANNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FINANCIAL LIFE PLANNERS LLC
FINANCIAL LIFE PLANNERS
AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FINANCIAL LIFE PLANNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1643732
Firm CRD# 129415
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cynthia Kay Fick offer?
Cynthia Kay Fick specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Cynthia Kay Fick's credentials?
Cynthia Kay Fick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cynthia Kay Fick located?
Cynthia Kay Fick is based in PHOENIX, Arizona, working with FINANCIAL LIFE PLANNERS LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Cynthia Kay Fick charge for services?
Cynthia Kay Fick's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL LIFE PLANNERS LLC?
FINANCIAL LIFE PLANNERS LLC has approximately 5 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL LIFE PLANNERS LLC

Gina Giachetti Wight
PHOENIX, AZ

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