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
By the Numbers
-
Total Assets Under Management274MILLION
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Total Number of Accounts536ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Life Planning Partners, Inc.
1
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 (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.
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