Firm
Atlantic Edge Wealth
Jacksonville, Florida
Fee-only
Atlantic Edge Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 285 individual clients, 161 of them high net worth.
- Its average account is about $666,000 (assets it manages divided by its 907 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | atlanticedgewealth.com |
| Phone | (904) 784-3343 |
Atlantic Edge Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"our Form CRS lists a $500,000 minimum account size, which may be negotiable on a client-by-client basis." source
"For investment management relationships, our fee is generally based on the assets we manage." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $604 million |
| Individual clients | 124 |
| High-net-worth clients | 161 |
| Accounts managed | 907 |
| Employees | 6 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-128750) |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 327354 |