Firm
Life Planning Partners
Jacksonville, Florida
Fee-only
Life Planning Partners at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 110 individual clients, 84 of them high net worth.
- Its average account is about $608,000 (assets it manages divided by its 582 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | lifeplanningpartners.com |
| Phone | (904) 448-5158 |
Life Planning Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Fees start at $2,500 per quarter" source
"Flat retainer based on complexity and services" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $354 million |
| Individual clients | 26 |
| High-net-worth clients | 84 |
| Accounts managed | 582 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-107568) |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 129338 |