# Brett Lozowski

> Brett Lozowski is a fee-only financial advisor at Life Planning Partners in Jacksonville, Florida, who holds the CFP credential. Brett charges an ongoing planning fee (ongoing planning from $10,000 a year) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/brett-lozowski/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Life Planning Partners
- **Based in:** Jacksonville, Florida
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $354.0M across 582 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 7139004 (https://adviserinfo.sec.gov/individual/summary/7139004)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2020)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.lifeplanningpartners.com

## Frequently asked questions

### Is Brett Lozowski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Life Planning Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brett charge for financial advice?

Brett charges an ongoing planning fee.

### How much does Brett charge?

According to Life Planning Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year.

### Where is Brett Lozowski based?

Brett Lozowski is based in Jacksonville, Florida.

### What does Brett specialize in?

Brett's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Brett Lozowski hold?

Brett Lozowski holds the CFP credential.

### Is Brett Lozowski registered with the SEC?

Yes. Brett Lozowski is registered as an investment adviser representative in FL and TX (CRD 7139004), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Life Planning Partners manage?

Life Planning Partners reports $354.0M across 582 accounts in assets under management.

### How do I contact Brett Lozowski?

Through Brett's website, www.lifeplanningpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7139004): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lifeplanningpartners.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.