Donald Drummond
Financial Independence Advisors · Jacksonville, Florida
Donald Drummond is a fee-only financial advisor at Financial Independence Advisors in Jacksonville, Florida, who holds the PFS credential. Donald focuses on retirement planning and tax planning. Financial Independence Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Financial Independence Advisors |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $189.6M across 393 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL · CRD 7508987 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.fiajacksonville.com |
How Donald's firm compares
- Financial Independence Advisors's average account is about $483,000, from its Form ADV (assets managed divided by 393 accounts).
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Questions about Donald
Is Donald Drummond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Financial Independence Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Financial Independence Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Donald Drummond based?
Donald Drummond is based in Jacksonville, Florida.
What does Donald specialize in?
Donald's specialties include retirement planning and tax planning.
What credentials does Donald Drummond hold?
Donald Drummond holds the PFS credential.
Is Donald Drummond registered with the SEC?
Yes. Donald Drummond is registered as an investment adviser representative in FL (CRD 7508987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Independence Advisors manage?
Financial Independence Advisors reports $189.6M across 393 accounts in assets under management.
How do I contact Donald Drummond?
Through Donald's website, www.fiajacksonville.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
- Financial Independence Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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