Cynthia Fick is a registered investment advisor at Financial Life Planners, based in Tempe, AZ, with 23 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 298 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Financial planning services are included at no additional charge for investment management clients.
Fee Estimator
Location
2151 E Broadway, Suite 203, Tempe, AZ, 85282
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cynthia is involved with FLP Insurance Services LLC, Pine Dreams LLC (real estate), and The Sisterhood of Money LLC (author and trainer). She also sells fixed, life, and long-term care insurance, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
Financial Life Planners
Previous Registrations
Commonwealth Financial Network
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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