# Lifecycle Financial Planners Inc.

> Lifecycle Financial Planners Inc. is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 290250
- Filed as: LIFECYCLE FINANCIAL PLANNERS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290250
- AdvisorCensus page: https://advisorcensus.com/firm/lifecycle-financial-planners-inc-bloomfield-hills-mi-290250

## Quick answers

**How is Lifecycle Financial Planners Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lifecycle Financial Planners Inc. reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Lifecycle Financial Planners Inc. located?**
Lifecycle Financial Planners Inc.'s principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Lifecycle Financial Planners Inc. registered with the SEC or a state?**
Lifecycle Financial Planners Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290250.

**How much does Lifecycle Financial Planners Inc. manage?**
Lifecycle Financial Planners Inc. reports $671,730,432 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (71% discretionary).

**How have Lifecycle Financial Planners Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Lifecycle Financial Planners Inc.: Regulatory assets under management: $521,145,888 in the October 2021 data and $671,730,432 in the October 2026 data, up 29%. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lifecycle Financial Planners Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117); high net worth individuals (52); charitable organizations (2).

**Which custodians does Lifecycle Financial Planners Inc. use?**
Lifecycle Financial Planners Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lifecycle Financial Planners Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290250

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $671,730,432
- Discretionary: $475,204,838
- Non-discretionary: $196,525,594

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 117 | $347,880,376 |
| High net worth individuals | 52 | $314,599,578 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $9,250,478 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MI, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mylifecycleplanners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $521,145,888 | 10 | March 16, 2021 |
| October 2022 | $590,827,172 | 10 | March 12, 2022 |
| October 2023 | $535,722,941 | 10 | March 20, 2023 |
| October 2024 | $612,045,628 | 9 | March 20, 2024 |
| October 2025 | $626,400,267 | 9 | March 16, 2025 |
| October 2026 | $671,730,432 | 9 | March 23, 2026 |

Regulatory assets under management: $521,145,888 in the October 2021 data and $671,730,432 in the October 2026 data, up 29%.
Total employees: 10 in October 2021 and 9 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifecycle Financial Planners Inc. (CRD 290250): Form ADV filing data as of October 2026.