Contemporary Financial Planning

Contemporary Financial Planning at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 46 individual clients, 19 of them high net worth.
• Its average account is about $304,000 (assets it manages divided by its 158 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Contemporary Financial Planning fees

Contemporary Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Deana Brown

  CFP · CDFA

Other fee-only firms in Jacksonville

• Cornerstone Investment Services
• Covingtonalsina
• Create Wealth Financial Planning, LLC
• Crespo Capital
• D2 Capital Management
• Davis Capital Management
• DeHoff Wealth Advisory
• Farmand, Farmand & Farmand

Fee-only advisors in Florida