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LIFE PLANNING PARTNERS, INC.

JACKSONVILLE, FL · CRD 129338 · IAPD ↗ · lifeplanningpartners.com · 904-448-5158

$354.0MRegulatory AUM
5Advisory reps
8Employees
1Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — LIFE PLANNING PARTNERS, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — LIFE PLANNING PARTNERS, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.