Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
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.
0% - 1.5% (standard advisory fee range)
Commissions received from sale of insurance products; customary commission amounts not specified.
$250 - $500 per hour, depending on professional performing the services.
Main office
See office7477 West Lake Mead Blvd, Ste 270
Las Vegas NV 89128
Advisors at this office
1
Offices (3)
Most active in
Arizona · California · Idaho · Louisiana · Nevada · Texas · Utah
Also doing business as
Backbone Planning Partners LLC · Planning Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jace C
Verified by Warmer
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. 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.
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 a financial advisor at Backbone Planning Partners LLC. His previous experience includes roles at Lincoln Financial Advisors and LPL Financial LLC. Outside of his advisory work, he hosts a radio show and owns a mattress and furniture surplus 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 succession planning, managing client portfolios across various asset classes on a discretionary basis.
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.
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