Advisor at Florida Financial Advisors, LLC
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Firm
Florida Financial Advisors, LLC
Location
Jacksonville, FL 32202
Credentials
Series 65
Industry experience
1 year
Josiah Yost is a Series 65-licensed financial consultant with Florida Financial Advisors, LLC, based in Jacksonville, FL. He has one year of industry experience and previously worked at Trinity Wealth Securities, LLC. Outside of his advisory role, he teaches a curriculum for children aged 1st to 5th grade at Redeemer Church. Florida Financial Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities. The firm manages approximately $317.8 million in assets and employs a multi-method investment approach, incorporating fundamental, technical, cyclical, and modern portfolio theory analyses.
Based on Florida Financial Advisors, LLC
Based on Florida Financial Advisors, LLC
Fixed financial planning fees typically ranging from $200 to $7,500, negotiable.
$0 - $250,000: 2.65% $250,001 - $500,000: 2.45% $500,001 - $1,000,000: 1.90% $1,000,001 - $3,000,000: 1.65% $3,000,001 - $5,000,000: 1.40% $5,000,001+: 1.40%
Certain Investment Adviser Representatives (IARs) are dually registered and may receive commissions from sales of securities or insurance products.
Fee-only: Fixed financial planning fees generally range from $200 to $7,500 or up to 2% of net worth or assets addressed in the plan; fees are negotiable.
1 Independent Drive, Suite 201
Jacksonville, FL 32202
Florida
Trinity Wealth Securities, LLC
2025 - Present (1 year)
Florida Financial Advisors
2024 - Present (2 years)
University of North Florida
2024 - 2024 (1 year)
Redeemer Church
2022 - Present (4 years)
Nona Blue
2021 - 2024 (3 years)
Vicars Landing
2019 - 2021 (2 years)
Redeemer Church
2018 - 2019 (1 year)
Tijuana Flats
2017 - 2019 (2 years)
Highschool
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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.
CFP®
Jacksonville, FL
HCP Wealth Planning, LLC
Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.
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