Life Planning Partners, Inc.
6550 St. Augustine Road Suite 302
Jacksonville, FL 32217-2847
No. advisers: 5
|Financial planning clients||51-100|
|High-net-worth client assets||More than 75%|
|Percentage of assets under management||No|
|Total AUM||Total Accounts||Avg. Account AUM|
November 30, 2019 - Most financial advisers don't have billionaire clients. But that doesn't mean they don't have strong opinions about a wealth tax and other levies espoused by Democratic presidential candidates. [More: Majority in InvestmentNews reader poll oppose Trump...
November 30, 2019 - Financial advisers may try to avoid talking politics with clients, but clients rarely miss a chance to engage advisers about how the election might affect their portfolios. That starts a delicate conversation. [More: Billionaires could see tax rates...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.