← Directory
LIFE PLANNING PARTNERS, INC.
CRD 129338File 801-107568
APPROVED
Retail clients
Custody
Filing as of Jan 29, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 7 | 8 | increased by1 |
| Feb 1, 2026 | Clients | 116 | 111 | decreased by5 |
| Feb 1, 2026 | AUM | $311,965,766 | $354,041,734 | increased by$42,075,968 |
| Feb 1, 2026 | Accounts | 599 | 582 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 97 | 116 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $256,293,606 | $311,965,766 | increased by$55,672,160 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 521 | 599 | increased by78 |
| Mar 1, 2022 | Employees | 4 | 5 | increased by1 |
| Mar 1, 2022 | Custody | Yes | No | |
| Mar 1, 2022 | Clients | 99 | 97 | decreased by2 |
| Mar 1, 2022 | AUM | $232,751,850 | $256,293,606 | increased by$23,541,756 |
| Mar 1, 2022 | Accounts | 568 | 521 | decreased by47 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIFE PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIFE PLANNING” may also match similarly-named firms). Confirm identity against each filing.
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.