Joshua Krafchick
369 Financial · Jacksonville, Florida
Joshua Krafchick is a fee-only financial advisor at 369 Financial in Jacksonville, Florida. Joshua charges a one-time planning fee (one-time plans from $195 and no asset minimum) and focuses on equity compensation and tax planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | 369 Financial |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $195 · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $12.3M across 114 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, MD, TX · CRD 6160475 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.369financial.com |
| Profile |
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Questions about Joshua
Is Joshua Krafchick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and 369 Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua charges a one-time planning fee.
How much does Joshua charge?
According to 369 Financial's website, checked October 30, 2026: one-time plans from $195; no asset minimum.
Where is Joshua Krafchick based?
Joshua Krafchick is based in Jacksonville, Florida.
What does Joshua specialize in?
Joshua's specialties include equity compensation and tax planning. Joshua works with tech employees.
Is Joshua Krafchick registered with the SEC?
Yes. Joshua Krafchick is registered as an investment adviser representative in AZ, CA, FL, MD and TX (CRD 6160475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 369 Financial manage?
369 Financial reports $12.3M across 114 accounts in assets under management.
How do I contact Joshua Krafchick?
Through Joshua's website, www.369financial.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
- 369 Financial 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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