Life Planning Partners, Inc. fees and pricing
Financial planner in Jacksonville, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 29, 2026, Life Planning Partners, Inc. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“We charge an hourly fee for advisory consulting services of $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Life Planning Partners, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable, and we reserve the right to decline situations which we consider not complicated enough to warrant our minimum fee.”
- “The annual fee for services is billed quarterly, in advance.”
- “At our discretion, these fees may be negotiable depending on the scope and complexity of the plan and services to be provided.”
How Life Planning Partners, Inc.’s fees compare
- Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
- 3 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Life Planning Partners, Inc.
- Firm size: 8 employees.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 110
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $354,041,734
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129338
- Phone
- (904) 448-5158
Other planners in Jacksonville that publish fees
- Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500-$4,000
- Attainable WealthJacksonville$300/hr, $3,600-$8,000
- Contemporary Financial PlanningJacksonville$1,000-$25,000, $1,250-$6,000/qtr
- CovingtonalsinaJacksonville$150-$500/hr, $500-$5,000
- Create Wealth Financial Planning LLCJacksonville$1,000
- Img Wealth Management, Inc.Jacksonville$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.