Carolyn Mcclanahan
Carolyn Mcclanahan is a CFP-designated registered investment advisor at Life Planning Partners, INC., based in Jacksonville, FL, with 22 years of industry experience. Carolyn 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
Assets Under Management
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
Jacksonville, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carolyn is a speaker at financial planning and securities industry events and a writer on healthcare, end-of-life planning, and practice management. She dedicates about 10-20% of her time to these activities and receives compensation in cash, travel accommodations, and/or travel expenses.
Employment History
Current Registrations
Life Planning Partners, INC.
State Registrations2 states
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