LIFE PLANNING PARTNERS, INC.
Firm details
- Headquarters
- JACKSONVILLE, Florida
- CRD number
- 129338
- Registered since
- April 11, 2016
- Website
- www.lifeplanningpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI95.77%
- Individuals4.09%
- Corporations / Businesses0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Life Planning Partners, Inc. is an independent registered investment adviser, operating since 2016 and owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory work is delivered on fee-based arrangements that include fixed fees and hourly charges. Life Planning Partners does not profile itself as an ESG-focused manager and is not registered as a multi-state adviser. The business model leans toward traditional wealth-management services rather than acting as a capital allocator or running external private funds. The firm received recognition from FA Magazine in 2020 as one of its Top RIA Firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- State & Local Bonds30%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents5%
- Private Funds2%
Contacts
3 of 3BRETT LOZOWSKI
Investment AssociateCRD 7139004
Stephen Sanders
Financial AdvisorCRD 4896668
CAROLYN MCCLANAHAN
FounderCRD 4463790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$129M in ETFs
86%
$111M
13%
$18.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $25.1M | 176,509 | 19.48% |
Location
JACKSONVILLE, FL
DUVAL
Location
JACKSONVILLE, FL
Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 6550 Saint Augustine Rd
- Time zone
- ET (UTC-5)
- Office locations
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