Firm
Financial Consulate, Inc.
Fernandina Beach, Florida
Fee-only
Financial Consulate, Inc. at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 13 advisors are listed here; all hold the CFP.
- Its Form ADV reports 25 employees and 844 individual clients, 328 of them high net worth.
- Its average account is about $325,000 (assets it manages divided by its 3,375 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Fernandina Beach, Florida |
|---|---|
| Website | financialconsulate.com |
| [email protected] | |
| Phone | (904) 833-7283 |
Financial Consulate, Inc. 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.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"we generally require a minimum of $1,000,000 of investable assets" source
"You're seeking a long-term partnership with an advisor" 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 | $1.1 billion |
| Individual clients | 516 |
| High-net-worth clients | 328 |
| Accounts managed | 3,375 |
| Employees | 25 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-18829) |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 106898 |