Jacob Carris
Jake Carris Financial Planning · Orlando, Florida
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $109.7M across 117 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, PA, TX · CRD 5004910 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.carrisfp.com |
How Jacob's firm compares
- Jake Carris Financial Planning's average account is about $937,000, from its Form ADV (assets managed divided by 117 accounts).
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Questions about Jacob
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.
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
- Jake Carris Financial Planning 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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