Life Planning Partners, Inc.

Life Planning Partners, Inc. (CRD# 129338) is a financial advisory firm headquartered in Jacksonville, FL. They manage $113,060,826 in 508 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $222,561
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Life Planning Partners, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Geraldine B. Jones
CRD#: 5251788
6550 St. Augustine Road, Suite 302, Jacksonville, FL 32217
96
Wealthminder
score

Geraldine Jones (CRD# 5251788) is an Investment Advisor Representative working at Life Planning Partners, Inc. in Jacksonville, FL and has over 10 years of experience in the finance industry. Geraldine Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carolyn S. McClanahan
CRD#: 4463790
Jacksonville, FL
96
Wealthminder
score

Carolyn McClanahan (CRD# 4463790) is an Investment Advisor Representative working at Life Planning Partners, Inc. in Jacksonville, FL and has over 14 years of experience in the finance industry. Carolyn McClanahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Timothy C. Utecht
CRD#: 2166598
6550 St. Augustine Road, #302, Jacksonville, FL 32217
96
Wealthminder
score

Timothy Utecht (CRD# 2166598) is an Investment Advisor Representative working at Life Planning Partners, Inc. in Jacksonville, FL and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.