Hedge Fund Database

LIFE PLANNING PARTNERS, INC.

Adviser information for LIFE PLANNING PARTNERS, INC. last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 534 $273.1M
Non-Discretionary 2 $719,843
Total 536 $273.8M

Clients

Type Number RAUM
Individuals 14 $8.4M
HNW Individuals 79 $261.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $3.4M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $486,418
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation Hourly chargesFixed fees

Identifiers

SEC RIA File Number 801-107568
SEC ERA File Number 801-107568
SEC CIK Numbers 1910934
SEC CRD Numbers 129338
Legal Entity Identifier None

Principal Office

6550 ST. AUGUSTINE ROAD
SUITE 302
JACKSONVILLE
FL
United States
MONDAY - SUNDAY, BY APPOINTMENT ONLY
Tel: 904-448-5158, Fax: 866-807-6894

Websites

www.lifeplanningpartners.com

Chief Compliance Officer

BRETT LOZOWSKI
CHIEF COMPLIANCE OFFICER
6550 ST. AUGUSTINE ROAD
SUITE 302
JACKSONVILLE
FL
United States
Tel: 904-448-5158
Fax: 866-807-6894
(Full email address available in API data)

Regulatory Contact

CAROLYN MCCLANAHAN
PRESIDENT
6550 ST. AUGUSTINE ROAD
SUITE 302
JACKSONVILLE
FL
United States
Tel: 904-448-5158
Fax: 866-807-6894
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MCCLANAHAN, CAROLYN, SUE Individual – PRESIDENT 09/2003 > 75%
LOZOWSKI, BRETT, MICHAEL Individual – CHIEF COMPLIANCE OFFICER 02/2024 < 5%

No. Employees, Historic

105020192020202120222023202420255 on 4/26/20194 on 3/26/20204 on 4/1/20204 on 5/7/20204 on 5/13/20204 on 7/16/20204 on 2/19/20215 on 2/15/20225 on 11/22/20224 on 3/10/20234 on 3/13/20234 on 11/2/20236 on 2/13/20246 on 2/26/2024

RAUM, Historic

300M150M02019202020212022202320242025179757533 on 4/26/2019216894622 on 3/26/2020216894622 on 4/1/2020216894622 on 5/7/2020216894622 on 5/13/2020216894622 on 7/16/2020232751850 on 2/19/2021256293606 on 2/15/2022256293606 on 11/22/2022232066947 on 3/10/2023232066947 on 3/13/2023232066947 on 11/2/2023273795405 on 2/13/2024273795405 on 2/26/2024

No. Clients, Historic

2001000201920202021202220232024202598 on 4/26/2019104 on 3/26/2020104 on 4/1/2020104 on 5/7/2020104 on 5/13/2020104 on 7/16/202099 on 2/19/202197 on 2/15/202297 on 11/22/202298 on 3/10/202398 on 3/13/202398 on 11/2/202393 on 2/13/202493 on 2/26/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 275K 2K –
AMERICAN CENTY ETF TR EMERGING MKT VAL 201K 4K –
AMERICAN CENTY ETF TR INTERNATIONAL LR 206K 4K –
AMERICAN CENTY ETF TR INTL EQT ETF 622K 10K –
AMERICAN CENTY ETF TR INTL SMCP VLU 252K 4K –
AMERICAN CENTY ETF TR US EQT ETF 745K 8K –
BANK AMERICA CORP COM 680K 17K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 201K 494 –
CHEVRON CORP NEW COM 201K 1K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 1M 38K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 271K 10K –
DIMENSIONAL ETF TRUST US EQUITY ETF 1M 25K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 1M 47K –
FIDELITY COVINGTON TRUST MSCI RL EST ETF 1M 43K –
GXO LOGISTICS INCORPORATED COMMON STOCK 306K 6K –
ISHARES INC CORE MSCI EMKT 4M 79K –
ISHARES INC JP MORGAN EM ETF 259K 7K –
ISHARES TR 0-5YR INVT GR CP 1M 29K –
ISHARES TR CALIF MUN BD ETF 373K 7K –
ISHARES TR CORE MSCI EAFE 9M 117K –
ISHARES TR CORE MSCI TOTAL 960K 14K –
ISHARES TR CORE S&P TTL STK 25M 208K –
ISHARES TR CORE S&P US VLU 2M 24K –
ISHARES TR CORE S&P500 ETF 908K 2K –
ISHARES TR CORE TOTAL USD 4M 96K –
ISHARES TR CORE US AGGBD ET 224K 2K –
ISHARES TR IBOXX INV CP ETF 710K 7K –
ISHARES TR JPMORGAN USD EMG 761K 9K –
ISHARES TR NATIONAL MUN ETF 4M 35K –
ISHARES TR RUS TP200 GR ETF 360K 2K –
ISHARES TR SHRT NAT MUN ETF 7M 63K –
ISHARES TR SP SMCP600VL ETF 306K 3K –
JPMORGAN CHASE & CO. COM 218K 1K –
MICROSOFT CORP COM 210K 469 –
SCHWAB STRATEGIC TR INTL SCEQT ETF 409K 11K –
SPDR GOLD TR GOLD SHS 429K 2K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 3M 87K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 424K 11K –
SPDR INDEX SHS FDS S&P EMKTSC ETF 348K 6K –
SPROTT PHYSICAL GOLD TR UNIT 594K 33K –
TESLA INC COM 671K 3K –
VANECK ETF TRUST GOLD MINERS ETF 720K 21K –
VANGUARD BD INDEX FDS INTERMED TERM 2M 24K –
VANGUARD BD INDEX FDS SHORT TRM BOND 564K 7K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 1M 19K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 785K 16K –
VANGUARD INDEX FDS LARGE CAP ETF 2M 7K –
VANGUARD INDEX FDS REAL ESTATE ETF 271K 3K –
VANGUARD INDEX FDS SM CP VAL ETF 677K 4K –
VANGUARD INDEX FDS SMALL CP ETF 2M 11K –
VANGUARD INDEX FDS TOTAL STK MKT 7M 28K –
VANGUARD INDEX FDS VALUE ETF 572K 4K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 913K 16K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 2M 48K –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 375K 6K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 1M 11K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 2M 46K –
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 40K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 2M 28K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 299K 4K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 4M 90K –
XPO INC COM 683K 6K –