Life Planning Partners, Inc.
● SEC registered since 2016CRD 129338SEC# 801-107568Jacksonville, FL
Reg. AUM
$354M
Employees
8
Accounts
582
Location
Jacksonville, FL
Life Planning Partners, Inc. assets under management
Life Planning Partners, Inc. operates as an SEC-registered investment adviser based in Jacksonville, FL. The firm has been registered since 2016. It reports $354 million in regulatory assets under management and employs 8 people.
Life Planning Partners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Michael Lozowski Control | Chief Compliance Officer | Under 5% | 2024 |
| Carolyn Sue McClanahan Control | President | Over 75% | 2003 |
Frequently asked questions
How much does Life Planning Partners, Inc. manage?
Life Planning Partners, Inc. reports $354 million in regulatory assets under management on its Form ADV.
How many employees does Life Planning Partners, Inc. have?
Life Planning Partners, Inc. reports 8 employees.
Where is Life Planning Partners, Inc. located?
Life Planning Partners, Inc. is based in Jacksonville, FL and has been SEC-registered since 2016.
Does Life Planning Partners, Inc. disclose fund performance?
Life Planning Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6550 St. Augustine Road, Suite 302, Jacksonville, FL 32217-2847 |
| Phone | 904-448-5158 |
| Fax | 866-807-6894 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$354M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$354Mregulatory AUM
Discretionary $353.1MNon-discretionary $920K