Firm
Mash Financial Planning
Jacksonville, Florida
Fee-only
Mash 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 3 employees and 45 individual clients, 3 of them high net worth.
- Its average account is about $94,000 (assets it manages divided by its 147 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | mashfinancialplanning.com |
| Phone | (904) 449-7600 |
Mash 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 | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$0 – $1,000,000 1.00%" source
"we also offer project-based planning with a fee based on the complexity of the project." 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 · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 42 |
| High-net-worth clients | 3 |
| Accounts managed | 147 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 300937 |