Life Planning Partners, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 129338
- SEC number
- 801-107568
- Firm type
- RIA
- Assets under management
- $354.0M as of Jan 29, 2026
- Website
- www.lifeplanningpartners.com ↗
- Phone
- 904-448-5158
- Address
- 6550 St. Augustine Road, Jacksonville, FL, 32217-2847
Advisors at this firm
3 in our index · page 1 of 1
-
Brett Michael LozowskiCRD 7139004 · Jacksonville, FLIA RegisteredRegistration inactive
-
Carolyn Sue McclanahanCRD 4463790 · Jacksonville, FLIA Registered
-
Stephen G SandersCRD 4896668 · Jacksonville, FLIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 129338 ↗
FINRA BrokerCheck record for firm CRD 129338 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.