Firm
Jake Carris Financial Planning
Orlando, Florida
Fee-only
Jake Carris 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 115 individual clients, 39 of them high net worth.
- Its average account is about $937,000 (assets it manages divided by its 117 accounts).
- Its website says it's taking new clients.
- 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 | Orlando, Florida |
|---|---|
| Website | carrisfp.com |
| Phone | (407) 489-1186 |
Jake Carris Financial Planning 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.
| Asset-based fee | 0.6% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Investment management fees start at annual rate of 0.6% of assets under management." source
"Investment management fees start at annual rate of 0.6% of assets under management." source
"Financial planning services are offered at a fixed fee" source
"can be provided as a one time financial plan or as part of an ongoing consultative relationship" 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 | $110 million |
| Individual clients | 76 |
| High-net-worth clients | 39 |
| Accounts managed | 117 |
| Employees | 1 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-135632) |
| Financial planning | Offered |
| Form ADV filed | July 24, 2026 |
| SEC record | CRD 290061 |