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LIFE PLANNING PARTNERS, INC.
Tel: 904-448-5158
6550 St. Augustine Road Suite 302
Jacksonville, Florida 32217-2847
LIFE PLANNING PARTNERS, INC.
LIFE PLANNING PARTNERS, INC. is a Jacksonville, Florida based financial advisory firm with nearly $311,965,766 in assets under management and provides investment advisory services for 599 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
Hourly charges, Fixed fees
Firm CRD#:
129338
SEC#:
801-107568
No. of Clients:
599
Assets under Management
$311,965,766
No. of Advisors:
7
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