Advisor at Jake Carris Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jake Carris Financial Planning
Location
Orlando, FL 32819
Credentials
CFP®, CFA®, Series 66
Industry experience
18 years
Based on Jake Carris Financial Planning
Based on Jake Carris Financial Planning
Financial Planning fixed fees range from $1,000 to $5,000 depending on plan complexity
$0 - $2,000,000: 0.60% $2,000,001+: 0.30%
$300 per hour for financial planning
Ongoing Comprehensive Financial Planning quarterly fees: $300 (0-$1,000,000 net worth), $600 ($1,000,000-$5,000,000 net worth), $1,500 ($5,000,000-$10,000,000 net worth), above $10,000,000 negotiable
5401 S. Kirkman Rd, Ste. 215
Orlando, FL 32819
Florida · Pennsylvania · Texas
Jake Carris Financial Planning, LLC
2017 - Present (9 years)
Sole proprietor
2014 - 2017 (3 years)
Tim Looney Investments, LLC
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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