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, 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
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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Learn about disclosures →Employment History
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
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.
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