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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Life Planners have?","answer":"Financial Life Planners has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Financial Life Planners invest in?","answer":"At the end of its last fiscal year, Financial Life Planners’ separately managed accounts held 76% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 4% state and local bonds, 1% U.S. government and agency bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Financial Life Planners?","answer":"Financial Life Planners’ direct owners are Cynthia Fick (50% to 75%) and Gina Wight (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Financial Life Planners get paid?","answer":"Financial Life Planners is paid through a percentage of assets under management and hourly charges. 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