# Life Planning Partners

Life Planning Partners is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** lifeplanningpartners.com

## Regulatory record

- **CRD number:** 129338
- **SEC file number:** 801-107568
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129338

## About

LIFE PLANNING PARTNERS, INC. is an SEC-registered investment adviser in JACKSONVILLE, FL, registered since 2016. The firm manages $354 million in assets, $353 million on a discretionary basis. It has 8 employees and 5 investment advisers.

## Questions

### How does the firm's medical background influence its advice?

McClanahan's clinical training informs a diagnostic approach: the firm first analyzes a household's entire financial picture — insurance, estate documents, tax exposure, career trajectory — before constructing a portfolio. Special attention goes to disability and life insurance structuring, which is often poorly coordinated for physicians who own practices or hold hospital privileges.

### Does Life Planning Partners sell insurance or commission products?

No. The firm operates on a fee-only fiduciary model. Compensation comes from client-paid planning and asset-management fees. It does not accept commissions, referral fees, or revenue-sharing from product providers. This structure is designed to eliminate conflicts of interest common in physician-focused financial services.

### Where is Life Planning Partners located and who can they serve?

The practice is based in Jacksonville, Florida, but serves clients across the United States through virtual meetings. The client base concentrates on physicians and other medical professionals, though the firm also works with individuals outside healthcare who seek comprehensive planning.

## Related profiles

- [GVS Financial Group](https://altss.com/profile/gvs-financial-group-inc)
- [Gaur Asset Management](https://altss.com/profile/gaur-asset-management-inc)

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Last updated: 2026-07-11T09:16:17.000Z

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