Backbone Planning Partners LLC logo

Backbone Planning Partners LLC

Updated today

Client assets under management

$84,912,577

Clients

109

24% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

36

Low

Average account size

$779,014

About

Backbone Planning Partners provides wealth management and planning services primarily to family‑owned and closely held businesses, business owners, high‑net‑worth individuals and other individual clients. As of December 31, 2025 the firm reported $98,392,218 in discretionary assets under management across 360 accounts and offers financial planning, asset management, business strategic planning and business succession planning.

The firm develops individualized investment policies and typically manages client accounts on a discretionary basis, implementing portfolios across equities, fixed income and alternative investments using ETFs, mutual funds, individual securities and, where appropriate, private placements or other illiquid vehicles. For business clients, Backbone integrates ongoing strategic and succession work into multi‑year engagements aimed at aligning governance, operations and exit objectives with the client’s financial plan.

Noteworthy and uncommon features disclosed in the brochure include operating a proprietary wrap fee program and being under common control with an affiliated general partner intended to launch a private pooled investment vehicle focused on small companies, which would make the firm a private fund adviser and pooled vehicle sponsor if the fund becomes operational. The brochure also discloses that certain professionals are separately licensed insurance agents who may receive commissions for insurance sales, and it highlights related conflicts of interest from these arrangements and from platform and wrap program relationships.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Business succession planning Wealth management Private / alternative investments Real estate investing

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fees range from $500 to $15,000 annually; Business strategic planning fees range from $5,000 to $50,000 annually; Business succession planning fees range from $5,000 to $50,000 annually.

Percentage

0% - 1.5% (standard advisory fee range)

Commissions

Commissions received from sale of insurance products; customary commission amounts not specified.

Project-based

$250 - $500 per hour, depending on professional performing the services.

Main office location

Backbone Planning Partners LLC

7477 West Lake Mead Blvd, Ste 270

Las Vegas NV 89128, United States

Number of offices

4

Most active in

Arizona · California · Idaho · Louisiana · Nevada · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Austin P

CFP®, Series 63

Las Vegas, NV

Backbone Planning Partners LLC

Austin Peterson is a CFP® with 19 years of industry experience, currently serving as an advisor at Backbone Planning Partners LLC. His prior roles include positions at Lincoln Financial Advisors and LPL Financial LLC. Outside of financial advisory, Peterson owns a mattress and furniture surplus business and hosts a radio show. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm manages client portfolios across equities, fixed income, and alternative investments, integrating business strategic and succession planning into multi-year engagements.

Business ownership considerations Business succession planning Wealth management Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Landon M

Series 66

Boise, ID

Backbone Planning Partners LLC

Landon Mance is a financial advisor at Backbone Planning Partners LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for eight years. Outside of his advisory role, Mance co-hosts a radio show called Tycoons of SmallBiz and manages a tree service business. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm offers financial planning, asset management, business strategic planning, and business succession planning, managing client accounts with individualized investment policies across a range of asset classes.

Business ownership considerations Business succession planning Wealth management Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Jace C

CFP®, Series 65

Smithfield, UT

Backbone Planning Partners LLC

Jace Cox is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Backbone Planning Partners LLC and previously worked at Adams Wealth Management, LLC and The Financial Insight Center. Outside of his advisory role, Cox is a part owner of Fullmarks LLC, an app for nurses, where he contributes to business development and accounting. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm manages discretionary portfolios using a range of investment vehicles and integrates business strategic and succession planning into its multi-year client engagements.

Business ownership considerations Business succession planning Wealth management Private / alternative investments Real estate investing Founder/Business Owner Executive
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