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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 $311,965,766 assets under management, offering retirement planning & investment advisory services to 599 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#129338
SEC#801-107568
Assets Managed by Firm$311,965,766
No. of Clients599
No. of Advisors7

Fee Structure

  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total599$311,965,766
Individuals (other than high net worth individuals)34$17,430,583
High net worth individuals81$294,055,928
Corporations or other businesses1$479,255

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