RIA Intel›Advisers›Michigan›LIFECYCLE FINANCIAL PLANNERS INC.

LIFECYCLE FINANCIAL PLANNERS INC.

Advisory

N·BLOOMFIELD HILLS, MI

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$672M

1-Year AUM Growth

+14.3%

3-Year CAGR

+5.5%

Employees

9

Assets Under Management

Total AUM$672M

Discretionary AUM$475M

Non-Discretionary AUM$197M

Discretionary %70.7%

Total Clients185

Team

Total Employees9

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingNov 9, 2017

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LIFECYCLE FINANCIAL PLANNERS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.