LIFE PLANNING PARTNERS, INC.
SEC Form ADV profile.
Total regulatory AUM
$354,041,734
Discretionary
$353,121,911
Non-discretionary
$919,823
Firm details
- CRD number
- 129338
- SEC file number
- 801-107568
- Main office
- JACKSONVILLE, FL, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees
As of October 2026.