# Life Planning Partners, Inc.

> Life Planning Partners, Inc. is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 129338
- Filed as: LIFE PLANNING PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129338
- AdvisorCensus page: https://advisorcensus.com/firm/life-planning-partners-inc-jacksonville-fl-129338

## Quick answers

**How is Life Planning Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Life Planning Partners, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Life Planning Partners, Inc. located?**
Life Planning Partners, Inc.'s principal office is in Jacksonville, FL, according to its Form ADV.

**Is Life Planning Partners, Inc. registered with the SEC or a state?**
Life Planning Partners, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 129338.

**How much does Life Planning Partners, Inc. manage?**
Life Planning Partners, Inc. reports $354,041,734 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**How have Life Planning Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Life Planning Partners, Inc.: Regulatory assets under management: $232,751,850 in the October 2021 data and $354,041,734 in the October 2026 data, up 52%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Life Planning Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (84); individuals (other than high net worth individuals) (26); corporations or other businesses not listed above (1).

**Which custodians does Life Planning Partners, Inc. use?**
Life Planning Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Life Planning Partners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/129338

**What changed in Life Planning Partners, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $311,965,766 to $354,041,734 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $354,041,734
- Discretionary: $353,121,911
- Non-discretionary: $919,823

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $14,480,277 |
| High net worth individuals | 84 | $339,073,715 |
| Corporations or other businesses not listed above | 1 | $487,742 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lifeplanningpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $232,751,850 | 4 | February 19, 2021 |
| October 2022 | $256,293,606 | 5 | February 15, 2022 |
| October 2023 | $232,066,947 | 4 | March 13, 2023 |
| October 2024 | $273,795,405 | 6 | February 26, 2024 |
| October 2025 | $311,965,766 | 7 | February 11, 2025 |
| October 2026 | $354,041,734 | 8 | January 29, 2026 |

Regulatory assets under management: $232,751,850 in the October 2021 data and $354,041,734 in the October 2026 data, up 52%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $311,965,766 to $354,041,734 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Life Planning Partners, Inc. (CRD 129338): Form ADV filing data as of October 2026.