Contemporary Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,308,594
Total clients
45
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$873,524
About
Contemporary Financial Planning provides investment management alongside both ongoing and limited-scope financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. Its planning services cover retirement and tax-aware planning, business planning, cash-flow and debt management, and a specific offering for divorce financial planning.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive management and strategic asset allocation, constructing diversified portfolios with index mutual funds and ETFs and allowing tactical deviations within predefined tolerances. Portfolios are tailored to clients’ stated objectives and risk tolerances, with periodic reviews and discretionary implementation as part of ongoing account supervision.
Noteworthy features for a firm of this type include sponsorship of a wrap fee program and a program of educational seminars and speaking engagements, both of which are relatively uncommon among independent advisers. The firm’s principal holds CFP® and CDFA® credentials and operates a separate divorce-focused practice that informs its divorce-planning work; the brochure also discloses custodial relationships that provide technology and support services tied to assets on platform(s), which it identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Limited Scope Financial Planning project-based fixed fees ranging from $1,000 to $25,000; Educational Seminars fees begin at $5,000 per seminar
$0 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.30% $2,000,001 - $5,000,000: 1.15% $5,000,001 - $7,000,000: 1.00% $7,000,001 - $10,000,000: 0.90% $10,000,001+: 0.80%
Up to $350 per hour for financial planning and divorce financial planning services; may be negotiable
Fee-only: Ongoing Comprehensive Financial Planning quarterly fee ranging from $1,250 to $6,000; Limited Scope Financial Planning fixed fees from $1,000 to $25,000; Hourly rate up to $350 per hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Contemporary Financial Planning
6821 Southpoint Drive N., Suite 125
Jacksonville FL 32216, United States
Number of offices
2
Forms ADV
Quick links
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