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Home > Retirement Planners > florida > jacksonville > LIFE PLANNING PARTNERS, INC.
LIFE PLANNING PARTNERS, INC.
6550 St. Augustine Road
Suite 302
Jacksonville, Florida 32217-2847
Tel: 904-448-5158
About LIFE PLANNING PARTNERS, INC.
LIFE PLANNING PARTNERS, INC, formally registered with the SEC as LIFE PLANNING PARTNERS, INC. The firm was established in 04/11/2016. They have over 1 offices throughout the country.
LIFE PLANNING PARTNERS, INC. is a Jacksonville, Florida based Financial Planning firm with nearly $311,965,766 assets under management, offering retirement planning & investment advisory services to 599 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129338 |
| SEC# | 801-107568 |
| Assets Managed by Firm | $311,965,766 |
| No. of Clients | 599 |
| No. of Advisors | 7 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 599 | $311,965,766 |
| Individuals (other than high net worth individuals) | 34 | $17,430,583 |
| High net worth individuals | 81 | $294,055,928 |
| Corporations or other businesses | 1 | $479,255 |
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