JACKSONVILLE, FLCRD 129338Latest ADV January 29, 2026
Life Planning Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated January 29, 2026, reports $354M in regulatory assets under management, 8 employees, and 582 accounts.
Assets Under Management
$354M
Employees
8
Offices
--
Total Clients
111
Primary office
JACKSONVILLE, FL
6550 ST. AUGUSTINE ROAD, SUITE 302, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.7% of total clients.
Top client categories% of clientsClients
1
HNWI
75.7%
84
2
Individuals
23.4%
26
3
Corporations
0.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$354Mas of January 29, 2026
Discretionary99.7%
$353M
100% of total RAUM99.7%
Non-discretionary0.3%
$920K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$354M
Total Accounts582
10Y AUM Change+$208M (+142.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee14:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.