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LIFE PLANNING PARTNERS, INC.

6550 St. Augustine Road
Suite 302
Jacksonville, Florida 32217-2847
Tel: 904-448-5158

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About LIFE PLANNING PARTNERS, INC.

LIFE PLANNING PARTNERS, INC, formally registered with the SEC as LIFE PLANNING PARTNERS, INC. The firm was established in 04/11/2016. They have over 1 offices throughout the country.

LIFE PLANNING PARTNERS, INC. is a Jacksonville, Florida based Financial Planning firm with nearly $232,066,947 assets under management, offering retirement planning & investment advisory services to 551 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#129338
SEC#801-107568
Assets Managed by Firm$232,066,947
No. of Clients551
No. of Advisors4

Fee Structure

  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total551$232,066,947
Individuals (other than high net worth individuals)18$9,137,439
High net worth individuals77$221,961,148
Pension and profit sharing plans2$526,431
Corporations or other businesses1$441,929

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