Company Information

Get to know LifeCraft Financial Planning

LifeCraft Financial Planning is a San Diego-based Registered Investment Adviser (RIA) founded by Taylor Schulte. The firm operates on a fee-only and fiduciary basis, meaning it is legally bound to act in its clients' best interests and is compensated directly by clients rather than through commissions. Its mission is to provide a "Life-Centered Approach" to financial planning, creating comprehensive roadmaps that integrate investment management, retirement planning, tax strategies, and estate planning to help individuals and families build a better life.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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LifeCraft Financial Planning

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.