Benjamin Carter
Mooney Financial · Jacksonville Beach, Florida
Benjamin Carter is a fee-only financial advisor at Mooney Financial in Jacksonville Beach, Florida, who holds the CFP credential. Mooney Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Mooney Financial |
|---|---|
| Based in | Jacksonville Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $92.5M across 170 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6531633 |
| Exams passed | Series 63 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mooneyfi.com |
| Profile |
How Benjamin's firm compares
- Mooney Financial's average account is about $544,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Benjamin
Is Benjamin Carter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Mooney Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Mooney Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Benjamin Carter based?
Benjamin Carter is based in Jacksonville Beach, Florida.
What credentials does Benjamin Carter hold?
Benjamin Carter holds the CFP credential.
Is Benjamin Carter registered with the SEC?
Yes. Benjamin Carter is registered as an investment adviser representative in FL (CRD 6531633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mooney Financial manage?
Mooney Financial reports $92.5M across 170 accounts in assets under management.
How do I contact Benjamin Carter?
Through Benjamin's website, www.mooneyfi.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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