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LIFE PLANNING PARTNERS, INC.

dba LIFE PLANNING PARTNERS, INC. · CRD 129338 · Registered Investment Adviser

LIFE PLANNING PARTNERS, INC. is a Registered Investment Adviser headquartered in JACKSONVILLE, FL. The firm reports $354,041,734 in regulatory assets under management across 582 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$353,121,911
Non-discretionary$919,823
Total RAUM$354,041,734
Accounts582

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 129338. adviserinfo.sec.gov/firm/summary/129338.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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