Brett Lozowski
Life Planning Partners · Jacksonville, Florida
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.
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Specialties
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 |
| Assets under management | $354.0M across 582 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 7139004 |
| Exams passed | Series 66 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.lifeplanningpartners.com |
How Brett's firm compares
- Ongoing planning starts at $10,000 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- Life Planning Partners's average account is about $608,000, from its Form ADV (assets managed divided by 582 accounts).
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Questions about Brett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Life Planning Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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