Ethan Caldarelli
Atlantic Edge Wealth · Jacksonville, Florida
Ethan Caldarelli is a fee-only financial advisor at Atlantic Edge Wealth in Jacksonville, Florida. Ethan charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Atlantic Edge Wealth |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $604.3M across 907 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7492976 |
| Exams passed | Series 65 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.atlanticedgewealth.com |
How Ethan's firm compares
- Atlantic Edge Wealth's average account is about $666,000, from its Form ADV (assets managed divided by 907 accounts).
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Questions about Ethan
Is Ethan Caldarelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ethan holds no broker registration, and Atlantic Edge Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ethan charge for financial advice?
Ethan charges a percentage of assets.
How much does Ethan charge?
According to Atlantic Edge Wealth's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Ethan Caldarelli based?
Ethan Caldarelli is based in Jacksonville, Florida.
What does Ethan specialize in?
Ethan's specialties include retirement planning, tax planning and estate & legacy planning.
Is Ethan Caldarelli registered with the SEC?
Yes. Ethan Caldarelli is registered as an investment adviser representative in FL (CRD 7492976), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlantic Edge Wealth manage?
Atlantic Edge Wealth reports $604.3M across 907 accounts in assets under management.
How do I contact Ethan Caldarelli?
Through Ethan's website, www.atlanticedgewealth.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
- Atlantic Edge Wealth 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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