# LIFE PLANNING PARTNERS, INC.

LIFE PLANNING PARTNERS, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 129338
- Type: SEC-registered investment adviser
- SEC file number: 801-107568
- Location: 6550 ST. AUGUSTINE ROAD, SUITE 302, JACKSONVILLE, FL, 32217-2847
- Phone: 904-448-5158
- Latest filing: 2026-01-29
- Regulatory AUM: $354.0M
- Discretionary AUM: $353.1M
- Non-discretionary AUM: $920K
- Clients: 8
- Accounts: 582

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Carolyn Sue Mcclanahan | PRESIDENT | — |
| Brett Michael Lozowski | CHIEF COMPLIANCE OFFICER | — |
| UTECHT TIMOTHY CHARLES | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| JONES GERALDINE BEASLEY | CHIEF COMPLIANCE OFFICER | — |
| MCCLANAHAN CAROLYN SUE | PRESIDENT | — |
| LOZOWSKI BRETT MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| LOZOWSKI BRETT | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129338/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129338/similar
- Related entities: https://search.stillhousedata.com/firm/129338/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129338

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.