LIFE PLANNING PARTNERS, INC.

JACKSONVILLE, Florida·4 registered advisors·CRD# 129338
SEC# 801-1075680904-448-5158
01

Firm Overview

AUM
$274M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LIFE PLANNING PARTNERS, INC.

4 registered advisors
Brett Lozowski
JACKSONVILLE, Florida
CFP
Carolyn Sue Mcclanahan
JACKSONVILLE, Florida
Geraldine Beasley Jones
JACKSONVILLE, Florida
Timothy Charles Utecht
JACKSONVILLE, Florida
05

Office Locations

JACKSONVILLE, Florida
4 advisors

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Data sourced from SEC Form ADV filings. LIFE PLANNING PARTNERS, INC. (CRD# 129338) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.