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, High Net Worth, Insurance Planning, and 3 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 charges an annual fee for ongoing advisory services that is billed quarterly in advance. While the firm does not have a minimum investment account size, there is a minimum fee of $2,500 per quarter ($10,000 per year). Fees are based on the complexity of your financial needs, including factors such as household members, net worth, life stage, business interests, and real estate ownership. Fees may be negotiable.
Location
Jacksonville, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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