← Back to searchVisit website
LIFE PLANNING PARTNERS, INC.
CRD 129338 · SEC 801-107568
6550 ST. AUGUSTINE ROAD, SUITE 302, JACKSONVILLE, FL, 32217-2847, United States
Phone
904-448-5158
Fax
866-807-6894
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$354.0M
Discretionary AUM
$353.1M
Team
8 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $14.5M |
| High net worth individuals | 84 | $339.1M |
| Corporations/business entities | 1 | $488K |
States served
CO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD