# Jacob Carris

> Jacob Carris is a fee-only financial advisor at Jake Carris Financial Planning in Orlando, Florida, who holds the CFP and CFA credentials. Jacob charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (0.6% a year on the first tier of assets managed) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/jacob-carris/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jake Carris Financial Planning
- **Based in:** Orlando, Florida
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** 0.6% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $109.7M across 117 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Small business owners
- **CRD:** 5004910 (https://adviserinfo.sec.gov/individual/summary/5004910)
- **SEC registration:** Investment adviser representative in FL, PA, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.carrisfp.com/

## Frequently asked questions

### Is Jacob Carris a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Jake Carris Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Jacob charge?

According to Jake Carris Financial Planning's website, checked October 30, 2026: 0.6% a year on the first tier of assets managed.

### Does Jacob work with clients virtually?

Yes. Jake Carris Financial Planning says on its website that it works with clients remotely.

### Where is Jacob Carris based?

Jacob Carris is based in Orlando, Florida.

### What does Jacob specialize in?

Jacob's specialties include small business owners.

### What credentials does Jacob Carris hold?

Jacob Carris holds the CFP and CFA credentials.

### Is Jacob Carris registered with the SEC?

Yes. Jacob Carris is registered as an investment adviser representative in FL, PA and TX (CRD 5004910), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jake Carris Financial Planning manage?

Jake Carris Financial Planning reports $109.7M across 117 accounts in assets under management.

### How do I contact Jacob Carris?

Through Jacob's website, www.carrisfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5004910): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://carrisfp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.