Life Planning Partners, Inc.

Overview

Life Planning Partners, Inc. is an independent, SEC-registered advisory firm (SEC registration in 2016) that serves both individual/family and institutional clients. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses, and offers pension consulting services. Ownership is held by an individual principal, and the firm bills clients using hourly and fixed-fee arrangements rather than asset-based advisory fees. The adviser emphasizes equity exposure in its managed portfolios and uses third-party managers for selected alternative allocations. Client work appears focused on bespoke planning and portfolio implementation for high-net-worth households and small institutional relationships rather than large-scale capital allocation mandates.

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Public Holdings

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Location & Offices