{"url":"https://nivawealth.com/firms/life-planning-partners-129338","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/129338","regulatoryAum":354041734,"crd":"129338","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7139004","suffix":null,"lastName":"LOZOWSKI","firstName":"BRETT","middleName":"MICHAEL"},{"crd":"4463790","suffix":null,"lastName":"MCCLANAHAN","firstName":"CAROLYN","middleName":"SUE"},{"crd":"4896668","suffix":"III","lastName":"Sanders","firstName":"Stephen","middleName":"G"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-19","regulatoryAum":232751850,"clients":99,"employees":4,"offices":1},{"filedOn":"2022-02-15","regulatoryAum":256293606,"clients":97,"employees":5,"offices":1},{"filedOn":"2023-03-13","regulatoryAum":232066947,"clients":98,"employees":4,"offices":1},{"filedOn":"2024-02-26","regulatoryAum":273795405,"clients":93,"employees":6,"offices":1},{"filedOn":"2025-02-11","regulatoryAum":311965766,"clients":116,"employees":7,"offices":1},{"filedOn":"2026-01-29","regulatoryAum":354041734,"clients":111,"employees":8,"offices":1}],"secFileNumber":"801-107568","legalName":"Life 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They include 84 high-net-worth individuals, 26 individual clients and 1 corporate or other business client.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Life Planning Partners offer?","answer":"Life Planning Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Life Planning Partners use?","answer":"Life Planning Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $354M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Life Planning Partners have?","answer":"Life Planning Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Life Planning Partners invest in?","answer":"At the end of its last fiscal year, Life Planning Partners’ separately managed accounts held 40% exchange-traded equities, 30% state and local bonds, 23% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: US Government/Agency Bonds, Investment Grade Corporate Bonds, Etc.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Life Planning Partners?","answer":"Life Planning Partners’ direct owner is Carolyn McClanahan (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Life Planning Partners get paid?","answer":"Life Planning Partners is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Life Planning Partners?","answer":"Life Planning Partners’ main office is at 6550 St. Augustine Road, Suite 302, Jacksonville, FL 32217-2847. Its phone number is 904-448-5158. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}