Life Planning Partners, Inc.

Life Planning Partners, Inc. (CRD# 129338) is a financial advisory firm headquartered in Jacksonville, FL. They manage $273,795,405 in 536 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6550 St. Augustine Road, Suite 302, Jacksonville, FL 32217
http://www.lifeplanningpartners.com
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $510,812
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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Life Planning Partners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Carolyn McClanahan, financial advisor Jacksonville FL
Carolyn S. McClanahan
CRD#: 4463790
Jacksonville, FL

Carolyn McClanahan (CRD# 4463790) is an Investment Advisor Representative working at Life Planning Partners, Inc. in Jacksonville, FL and has over 22 years of experience in the finance industry.

2
Camrie Wagner, financial advisor Jacksonville FL
Camrie A. Wagner
CRD#: 7138766
6550 St. Augustine Road, Suite 302, Jacksonville, FL 32217

Camrie Wagner (CRD# 7138766) is an Investment Advisor Representative working at Life Planning Partners, Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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