Firm
Mooney Financial
Jacksonville Beach, Florida
Fee-only
Mooney Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 60 individual clients, 24 of them high net worth.
- Its average account is about $544,000 (assets it manages divided by its 170 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville Beach, Florida |
|---|---|
| Website | mooneyfi.com |
| [email protected] | |
| Phone | (904) 359-8469 |
Mooney Financial fees
Mooney Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $92 million |
| Individual clients | 36 |
| High-net-worth clients | 24 |
| Accounts managed | 170 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 332904 |