LIFE PLANNING PARTNERS, INC.
CRD #129338 SEC #801-107568 JACKSONVILLE, FL 904-448-5158
SEC Registered
Total AUM
$312M
Discretionary
$311.1M
Employees
7
Clients
101
Accounts
599
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $312M | $311.1M | $821.9K | 7 | 2 |
| Feb 2025 | $312M | $311.1M | $821.9K | 7 | 2 |
| Feb 2024 | $273.8M | $273.1M | $719.8K | 6 | 2 |
| Feb 2024 | $273.8M | $273.1M | $719.8K | 6 | 2 |
| Nov 2023 | $232.1M | $231.5M | $526.4K | 4 | 0 |
| Mar 2023 | $232.1M | $231.5M | $526.4K | 4 | 0 |
| Mar 2023 | $232.1M | $231.5M | $526.4K | 4 | 0 |
| Nov 2022 | $256.3M | $255.7M | $581.2K | 5 | 1 |
| Feb 2022 | $256.3M | $255.7M | $581.2K | 5 | 1 |
| Feb 2021 | $232.8M | $232M | $779K | 4 | 1 |
| Jul 2020 | $216.9M | $216.3M | $607.5K | 4 | 1 |
| May 2020 | $216.9M | $216.3M | $607.5K | 4 | 1 |
| May 2020 | $216.9M | $216.3M | $607.5K | 4 | 1 |
| Apr 2020 | $216.9M | $216.3M | $607.5K | 4 | 1 |
| Mar 2020 | $216.9M | $216.3M | $607.5K | 4 | 1 |
| Apr 2019 | $179.8M | $179.3M | $451.7K | 5 | 1 |
| Mar 2019 | $179.8M | $179.3M | $451.7K | 5 | 1 |
| Mar 2019 | $179.8M | $179.3M | $451.7K | 5 | 1 |
| Jul 2018 | $171.2M | $161.1M | $10.1M | 5 | 1 |
| Apr 2018 | $171.2M | $161.1M | $10.1M | 5 | 1 |
| Mar 2018 | $171.2M | $161.1M | $10.1M | 5 | 1 |
| Mar 2018 | $171.2M | $161.1M | $10.1M | 5 | 1 |
| Apr 2017 | $146.3M | $141.3M | $5M | 4 | 26 |
| Mar 2017 | $146.3M | $141.3M | $5M | 4 | 26 |
| Feb 2017 | $146.3M | $141.3M | $5M | 4 | 26 |
| May 2016 | $113.1M | $111.8M | $1.3M | 4 | 26 |
| Mar 2016 | $113.1M | $111.8M | $1.3M | 4 | 26 |
DateFeb 2025
Total AUM$312M
Discretionary$311.1M
Non-Disc.$821.9K
Employees7
Clients2
DateFeb 2025
Total AUM$312M
Discretionary$311.1M
Non-Disc.$821.9K
Employees7
Clients2
DateFeb 2024
Total AUM$273.8M
Discretionary$273.1M
Non-Disc.$719.8K
Employees6
Clients2
DateFeb 2024
Total AUM$273.8M
Discretionary$273.1M
Non-Disc.$719.8K
Employees6
Clients2
DateNov 2023
Total AUM$232.1M
Discretionary$231.5M
Non-Disc.$526.4K
Employees4
Clients0
DateMar 2023
Total AUM$232.1M
Discretionary$231.5M
Non-Disc.$526.4K
Employees4
Clients0
DateMar 2023
Total AUM$232.1M
Discretionary$231.5M
Non-Disc.$526.4K
Employees4
Clients0
DateNov 2022
Total AUM$256.3M
Discretionary$255.7M
Non-Disc.$581.2K
Employees5
Clients1
DateFeb 2022
Total AUM$256.3M
Discretionary$255.7M
Non-Disc.$581.2K
Employees5
Clients1
DateFeb 2021
Total AUM$232.8M
Discretionary$232M
Non-Disc.$779K
Employees4
Clients1
DateJul 2020
Total AUM$216.9M
Discretionary$216.3M
Non-Disc.$607.5K
Employees4
Clients1
DateMay 2020
Total AUM$216.9M
Discretionary$216.3M
Non-Disc.$607.5K
Employees4
Clients1
DateMay 2020
Total AUM$216.9M
Discretionary$216.3M
Non-Disc.$607.5K
Employees4
Clients1
DateApr 2020
Total AUM$216.9M
Discretionary$216.3M
Non-Disc.$607.5K
Employees4
Clients1
DateMar 2020
Total AUM$216.9M
Discretionary$216.3M
Non-Disc.$607.5K
Employees4
Clients1
DateApr 2019
Total AUM$179.8M
Discretionary$179.3M
Non-Disc.$451.7K
Employees5
Clients1
DateMar 2019
Total AUM$179.8M
Discretionary$179.3M
Non-Disc.$451.7K
Employees5
Clients1
DateMar 2019
Total AUM$179.8M
Discretionary$179.3M
Non-Disc.$451.7K
Employees5
Clients1
DateJul 2018
Total AUM$171.2M
Discretionary$161.1M
Non-Disc.$10.1M
Employees5
Clients1
DateApr 2018
Total AUM$171.2M
Discretionary$161.1M
Non-Disc.$10.1M
Employees5
Clients1
DateMar 2018
Total AUM$171.2M
Discretionary$161.1M
Non-Disc.$10.1M
Employees5
Clients1
DateMar 2018
Total AUM$171.2M
Discretionary$161.1M
Non-Disc.$10.1M
Employees5
Clients1
DateApr 2017
Total AUM$146.3M
Discretionary$141.3M
Non-Disc.$5M
Employees4
Clients26
DateMar 2017
Total AUM$146.3M
Discretionary$141.3M
Non-Disc.$5M
Employees4
Clients26
DateFeb 2017
Total AUM$146.3M
Discretionary$141.3M
Non-Disc.$5M
Employees4
Clients26
DateMay 2016
Total AUM$113.1M
Discretionary$111.8M
Non-Disc.$1.3M
Employees4
Clients26
DateMar 2016
Total AUM$113.1M
Discretionary$111.8M
Non-Disc.$1.3M
Employees4
Clients26