Brett Lozowski is a CFP-designated registered investment advisor at Life Planning Partners, INC., based in Jacksonville, FL, with 6 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 111 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Life Planning Partners offers ongoing financial planning and portfolio management. The fee is a fixed amount based on the complexity of your financial needs. Factors include the number of household members, amount of financial planning required, number and type of accounts, net worth, life stage, business interests, real estate ownership, and trust arrangements. The minimum fee is $2,500 per quarter, but fees may be negotiable.
Location
6550 St. Augustine Road, Suite 302, Jacksonville, FL, 32217-2847
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Life Planning Partners, INC.
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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