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 SEC-registered independent RIA formed in 2016 that serves both individuals and families as well as institutional clients. The firm operates on a fee-for-service model that includes hourly and fixed-fee engagements and focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting. It is owned by an individual proprietor and does not position itself as a capital allocator or an active ESG investor. The firm received a Top RIA Firms mention from FA Magazine in 2020.
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 3
Brett 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 60Active vs passive
$132M in ETFs
87%
$115M
12%
$17.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $26.6M | 161,686 | 20.05% |
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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