Life Planning Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$353,553,992
Clients
110
Advisors
3
across 2 offices
About
Life Planning Partners advises individual clients — including high-net-worth households — as well as retirement plans, trusts, and charitable entities, offering ongoing financial planning with portfolio management, pension consulting, and limited-scope advisory consulting. Its service set includes an annual, holistic “financial life plan” process and implementation assistance tailored to each client’s circumstances.
The firm’s investment approach emphasizes broadly diversified, long-term asset allocation driven by written Investment Policy Statements and a belief that markets are generally efficient; portfolios are typically constructed with low-cost, tax-efficient mutual funds and ETFs and supplemented with individual municipal, corporate, or Treasury bonds when appropriate. Life Planning Partners monitors and rebalances accounts periodically and can operate on a discretionary or non-discretionary basis depending on client authorization.
Notably, the firm generally uses a fixed, complexity-based advisory fee model rather than charging a percentage-of-assets-under-management, a departure from the fee model used by many peers. It also provides ERISA-focused pension consulting as a non-discretionary fiduciary, may be granted standing authority to facilitate asset transfers (resulting in limited custody arrangements), and relies on an institutional custody platform that provides execution and operational support.
Client services
Expertise
Occupation focus
Fee options
Annual advisory services fee is a fixed fee based on complexity; pension consulting fees range from $3,000 to $12,000 annually
Advisory consulting services charged at $200 per hour, negotiable
Minimum fee: Minimum fee is $2,500 per quarter Fee-only: Hourly fee for advisory consulting services is $200 per hour
Main office
See office6550 St. Augustine Road, Suite 302
Jacksonville FL 32217-2847
Advisors at this office
2
Offices (2)
Most active in
Colorado · Florida · Texas
Also doing business as
Life Planning Partners · Life Planning Partners, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Carolyn M
CFP®, Series 66
Jacksonville, FL
Life Planning Partners, Inc.
Carolyn Mcclanahan is a CFP® and holds a Series 66 license with 22 years of experience in financial advising. She has been with Life Planning Partners, Inc. in Jacksonville, FL since 2003. In addition to her advisory role, she speaks at financial planning and securities industry events and writes for a general audience on topics such as health care planning and end-of-life planning, dedicating about 15% of her time to these activities. Life Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through ongoing financial planning, portfolio management, and pension consulting. The firm emphasizes holistic life planning and long-term asset allocation, using broadly diversified, low-cost mutual funds and ETFs, and operates as a small advisory team managing personalized client relationships.
Stephen S
CFP®, Series 66
Jacksonville, FL
Life Planning Partners, Inc.
Stephen Sanders is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Life Planning Partners, Inc. since 2025, following roles at Edward Jones and Bank of America NA/Merrill Lynch. Sanders holds a Series 66 license and is based in Jacksonville, FL. Life Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations with comprehensive financial planning and portfolio management. The firm emphasizes holistic life planning and asset allocation using broadly diversified, low-cost funds, and provides pension consulting as a non-discretionary ERISA fiduciary.
Brett L
CFP®, Series 66
Jacksonville, FL
Life Planning Partners, Inc.
Brett Lozowski is a CFP® professional at Life Planning Partners, Inc. in Jacksonville, FL, with six years of industry experience. He previously worked at Truist Advisory Services, Inc. and Merrill. Outside of his advisory role, he has been involved with the Tuscaloosa United Soccer Club. Life Planning Partners advises individual clients, including high-net-worth households, as well as retirement plans, trusts, and charitable entities. The firm offers comprehensive financial planning with portfolio management and pension consulting, focusing on broadly diversified, long-term asset allocation using low-cost, tax-efficient investments.
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