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LIFE PLANNING PARTNERS, INC.
CRD 129338File 801-107568
APPROVED
Retail clients
Custody
Filing as of Jan 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$354.0M
Below cohort median (national)
Discretionary AUM
$353.1M
Non-discretionary $920K
Clients
111
582 accounts
Employees
8
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 11, 2016
- Principal office
- 6550 ST. AUGUSTINE ROAD, SUITE 302, JACKSONVILLE, FL, 32217-2847
- Phone
- 904-448-5158
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $354.0M
- Discretionary AUM
- $353.1M
- Non-discretionary AUM
- $920K
- Discretionary accounts
- 580
- Non-discretionary accounts
- 2
- Total accounts
- 582
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $488K |
| High net worth individuals | 84 | $339.1M |
| Individuals (other than high net worth individuals) | 26 | $14.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.