# Family Life Financial Planning

> Family Life Financial Planning is a state-registered investment advisory firm in Mentor, OH, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 284922
- Filed as: FAMILY LIFE FINANCIAL PLANNING
- Legal name: Family Life Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mentor, OH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284922
- AdvisorCensus page: https://advisorcensus.com/firm/family-life-financial-planning-mentor-oh-284922

## Quick answers

**How is Family Life Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Family Life Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Family Life Financial Planning located?**
Family Life Financial Planning's principal office is in Mentor, OH, according to its Form ADV.

**Is Family Life Financial Planning registered with the SEC or a state?**
Family Life Financial Planning is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284922.

**How much does Family Life Financial Planning manage?**
Family Life Financial Planning reports $5,800,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Family Life Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27).

**Does Family Life Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284922

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,800,000
- Discretionary: $5,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $5,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- saveforyourfamily.com
- Facebook @FAMILY-LIFE-FINANCIAL-PLANNING-322644721484689
- Instagram @michael_kostelnik
- LinkedIn @MICHAEL-KOSTELNIK-50159A1
- X @MIKEKOSTELNIK

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Life Financial Planning (CRD 284922): Form ADV filing data as of October 2026.