Lifecycle Financial Planners Inc. fees and pricing
Financial planner in Bloomfield Hills, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Lifecycle Financial Planners Inc. charges a flat or project fee of $5,500-$10,000 and an annual fee of $10,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,500-$10,000
“Retainers $5,500 - $10,000. ............... .................................................”
- Annual fee
- $10,000-$50,000/yr
“CORE Retainers CORE Wealth Building Retainer $10,000 - $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lifecycle Financial Planners Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payable ½ upon submission of materials and ½ at meeting; nonrefundable.”
- “Payable at terms elected by client: quarterly, annually, or in advance annually if requested by client.”
- “Payable at terms elected by client: monthly, quarterly, annually, or in advance annually if requested by client.”
How Lifecycle Financial Planners Inc.’s fees compare
- Its flat or project fee of $5,500-$10,000 is above the Michigan median of $3,250. 84% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 6 of the 8 other planners in Bloomfield Hills that publish a flat or project fee charge less.
- Its annual fee of $10,000-$50,000 is above the Michigan median of $6,000. 92% of the 37 other Michigan planners that publish an annual fee charge less.
- 4 of the 7 other planners in Bloomfield Hills that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Lifecycle Financial Planners Inc.
- Firm size: 9 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Minimum
- No minimum stated in brochure
- Clients
- 169
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $671,730,432
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290250
- Phone
- (248) 737-7090
Can advise clients in 6 states: California, Florida, Louisiana, Michigan, North Carolina, Texas
Other planners in Bloomfield Hills that publish fees
- Cranbrook Wealth Management, LLCBloomfield Hills$10,000-$100,000/yr
- Emde Wealth Management LLCBloomfield Hills$500-$5,000
- Forsythia FinancialBloomfield Hills$350/hr
- Gainplan LLCBloomfield Hills$400/hr, $15,000
- Integrated Capital ManagementBloomfield Hills$250/hr, $1,000-$5,000
- KRS Capital Management, LLCBloomfield Hills$5,000, $5,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.