Life Planning Partners, Inc.

Life Planning Partners, Inc. is a registered investment adviser based in Jacksonville, Florida, established in 2004. The firm offers personalized investment advisory services, including financial planning, portfolio management, and pension consulting. Clients receive tailored services such as cash flow projections, tax planning, and estate planning. The firm's investment philosophy is rooted in efficient market theory, focusing on asset allocation decisions to achieve clients' financial goals. Life Planning Partners primarily invests in low-cost mutual funds and exchange-traded funds for global diversification. The firm charges a fixed fee based on the complexity of clients' financial needs, with a minimum quarterly fee of $2,500. Clients have the option of granting discretionary authority for investment decisions. The firm does not charge performance-based fees and serves individuals, pension plans, trusts, estates, and charitable organizations. Life Planning Partners recommends brokerage services from Fidelity and does not participate in wrap fee programs. As of December 31, 2022, the firm managed $231,540,516 in client assets on a discretionary basis. The firm does not have any reportable disciplinary information and does not receive compensation from third parties for client referrals. Clients have the responsibility to vote on proxies for securities they own. Life Planning Partners does not vote proxies on behalf of clients.