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William Matthew Fick

Investment adviser representative at Financial Life Planners
13 yearsExperience
3 statesRegistered in
$208.4MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Financial Life PlannersJul 2023 to now
  2. Lowes Home ImprovmentApr 2021 to Jun 2023
  3. Willamette UniversityAug 2017 to Dec 2021
  4. Door DashJan 2017 to May 2021
  5. Corona Del SolAug 2013 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 3 states (AZ, CA, TX).

Financial Life Planners

Legal name: Financial Life Planners LLC

$208.4MAssets managed
298Clients
4Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7783706
Firm CRD
129415
Advisor's SEC record (opens in a new tab)
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