CRD: 129338
Life Planning Partners, Inc.
$354.0M Total AUM
$353.1M Disc. AUM
10.7% 3Y CAGR
8 Employees
112 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ValueInsight fusion
- Established Date
- 01-02-2004
- Office Locations
- 2
Office Locations
6550 St. Augustine Road Suite 302 Jacksonville FL
-- Jacksonville FL
About Life Planning Partners, Inc.
Life Planning Partners, Inc. is a Jacksonville, FL fee-only RIA providing fiduciary financial life planning plus tax, estate, insurance, charitable and investment planning for households including physicians and business owners. Portfolios emphasize asset allocation using ETFs, municipal bonds and mutual funds, with custody at Fidelity/NFS. The firm is currently not accepting new clients.
Team overview
26 AVG AGE
$70.8M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
8.8 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Matrix Fusion wave
Client Personas
Summit Timber
Custodian
Oak Element vector Legacy catalyst
Investment Themes
Vital
Investment Vehicles
Foundation Optima
Platform
Signal
Services
Oak beacon Radial Insight bridge Fusion Summit oak Value Pathway
Technology
Atlas alpha Focus beacon
Owner & Executives
C
CAROLYN SUE MCCLANAHAN
Advisor, President
- CRD
- #4463790
- Ownership
- 75% or more
(204) 680-9997
delta.element@harborcapital.com
in linkedin.com/in/insight-delta
B
BRETT MICHAEL LOZOWSKI
Chief Compliance Officer, Financial Planner
- CRD
- #7139004
- Ownership
- Less than 5%
(574) 866-2772
crest.element@bridgecapital.com
in linkedin.com/in/prime-value
Showing 2 of 2 owners & executives
Unlock allContacts
S
Stephen G Sanders III
--
- CRD
- #4896668
(589) 958-3352
peak.unison@valuecapital.com
in linkedin.com/in/legacy-vital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $353,121,911 | $608,831 |
| Non-Discretionary | $919,823 | $459,912 |
| Total | $354,041,734 | $608,319 |
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Separately Managed Accounts
Total SMA Asset: $354,041,734
Equity - Exchange:
7.1% Municipal Bonds:
22.2% Public Funds:
4.6% Cash:
23.9% Private Funds:
18.4% Other:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $311,485,783 | 7.1% |
| Municipal Bonds | $973,941,461 | 22.2% |
| Public Funds | $201,807,690 | 4.6% |
| Cash | $1,048,522,564 | 23.9% |
| Private Funds | $807,230,761 | 18.4% |
| Other | $1,044,135,441 | 23.8% |
| Total | $4,387,123,700 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK LEGACY | CAPITAL CAPITAL | KJOS7XNRI | UMC | 3.38% | $34,218,348 |
| VALUE FOUNDATION | UNISON CATALYST | 3683SUJL6 | SMP | 4.55% | $20,632,231 |
| FRONTIER ZENITH | HARBOR ZENITH | A3JYXU2Y2 | DQRS | 11.37% | $42,042,220 |
| PATHWAY PIONEER PRIME | SUMMIT BRIDGE | KCUYNHVS6 | HUVK | 4.45% | $41,037,410 |
| GLACIER FOCUS PEAK | UNISON PEAK | TU42Z9F7K | DBR | 1.51% | $79,601,494 |
| VERTEX BRIDGE | PATHWAY BRIDGE | BB1K4PEVT | HGW | 4.06% | $40,752,124 |
| FOUNDATION EAGLE | MATRIX VERTEX | SJ8B6VSZY | BWOK | 6.06% | $114,331,788 |
| VITAL DELTA | GLACIER ZENITH | EI7MWPGRQ | RLCI | 0.94% | $25,209,682 |