Firm
Attainable Wealth
Jacksonville, Florida
Fee-only
Attainable Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 43 individual clients, 19 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 43 accounts).
- Its hourly rate of $300 is in line with the Florida median of $300.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | attainablewealthfp.com |
| [email protected] | |
| Phone | (904) 994-0454 |
Attainable Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Hourly | $300 an hour |
| How it charges | Flat fee · Hourly · One-time plans or projects |
In the firm's words
"The fee for this engagement is a flat rate of $2,500" source
"I also provide hourly services at $300 per hour." source
"The fee for this engagement is a flat rate of $2,500" source
"The fee for this engagement is a flat rate of $2,500" 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 · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 24 |
| High-net-worth clients | 19 |
| Accounts managed | 43 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 281206 |