Data / Investment advisers / Florida / Life Planning Partners, Inc.
Life Planning Partners, Inc., Jacksonville, FL: $354 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Life Planning Partners, Inc. is an SEC registered investment adviser with its main office in Jacksonville, Florida and reports $354 million in regulatory assets under management in its Form ADV filed January 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through hourly charges and fixed fees.
The request: Watch Life Planning Partners, Inc. (CRD number 129338): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 129338
- SEC file number
- 801-107568
- SEC status
- Approved, effective April 11, 2016
- Main office
- 6550 St. Augustine Road Suite 302, Jacksonville, FL 32217
- Phone
- (904) 448-5158
- Website
- lifeplanningpartners.com
- Regulatory AUM
- $354,041,734 in the Form ADV filed January 29, 2026
- Discretionary AUM
- $353,121,911
- Non discretionary AUM
- $919,823
- Accounts
- 582
- Employees
- 8, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 84 | $339.1 million |
| Individuals (other than high net worth individuals) | 26 | $14.5 million |
| Corporations or other businesses | 1 | $487,742 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $354 million | January 29, 2026 |
| December 1, 2025 | $312 million | February 11, 2025 |
Other advisers in Jacksonville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Augustine Asset Management Inc | Jacksonville | $783.3 million | Not listed | adviserinfo.sec.gov |
| Sanchez Wealth Management Group, LLC | Jacksonville | $571.2 million | Not listed | adviserinfo.sec.gov |
| Jacksonville Wealth Management | Jacksonville | $533.5 million | Not listed | adviserinfo.sec.gov |
| St. Johns Investment Management Company, LLC | Jacksonville | $374.8 million | Not listed | adviserinfo.sec.gov |
| Lynk Capital Management Company, LLC | Jacksonville | $359.6 million | 1 | adviserinfo.sec.gov |
| Douglas Capital Management Inc | Jacksonville | $295.2 million | Not listed | adviserinfo.sec.gov |
| Madden Advisory Services, Inc. | Jacksonville | $291.7 million | Not listed | adviserinfo.sec.gov |
| The Palmer Knight Company | Jacksonville | $285.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jacksonville, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Life Planning Partners, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.