Azure Sky Financial Life Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Azure Sky Financial Life Planning, LLC provides values‑based Financial Life Planning and investment services to individuals, couples, families and charitable organizations, combining life planning, financial and tax planning, and investment management into tailored engagements. Services may be ongoing, project‑based, or time‑limited and investment management is typically delivered as part of the broader life‑planning relationship rather than as a standalone offering.
The firm’s investment approach draws on modern portfolio principles with a mix of passive and active vehicles and can incorporate socially conscious screens or Biblically Responsible Investing to align portfolios with client values. ASFLP also uses third‑party outside managers when appropriate and participates in a model marketplace and tax‑management tools provided by an affiliated SEC‑registered investment adviser platform to implement and monitor client strategies; digital assets are addressed only as a speculative topic when relevant.
What distinguishes the firm from many peers is its primary billing and service model: fees are centered on financial life‑planning engagements (flat or project/annual fees) rather than a traditional percentage‑of‑assets‑under‑management billing structure, and investment management is generally tied into those planning engagements. As a small, state‑registered solo advisory firm with a selective client roster, it emphasizes individualized planning and value‑aligned investment options while overseeing outside managers and custodial relationships.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
N/A - N/A: Financial Life Planning fees range from $600 - $5,600 for Basic to Moderate Complexity N/A - N/A: $5,600 - $40,000 for Moderate to Complex N/A - N/A: $40,000 - Custom Quote for Very Complex
Minimum fee: Financial Life Planning fees start at a minimum of $600 per annual engagement. Fee-only: Fee-only compensation; no commissions or sales-related compensation received.
Main office
Burleson TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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