Jake Carris Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$109,685,265
Total clients
115
34% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
115
Average account size
$953,785
About
Jake Carris Financial Planning serves individual clients and also advises pension and profit‑sharing plans as well as charitable organizations, providing investment management, comprehensive financial planning, ERISA plan services and public educational seminars. The firm reports roughly $109.7 million in non‑discretionary assets under management across about 115 clients and is registered as an independent investment adviser.
The firm develops individualized investment policies and asset allocation targets through client discussions and implements portfolios using a range of methods — fundamental, technical, cyclical and charting analysis — and a mix of passive and select active strategies, including options and leveraged closed‑end funds. Services are primarily delivered on a non‑discretionary basis; for retirement plans the firm typically serves in a limited‑scope ERISA 3(21) advisory role, providing plan monitoring, investment option review and participant education while leaving final investment decisions with the client or plan sponsor.
Noteworthy among peers is the combination of substantial AUM concentrated in non‑discretionary accounts together with pension consulting and work for charitable organizations, client types that are relatively uncommon for independent advisers. The firm also regularly offers educational seminars and speaking engagements and provides an ongoing comprehensive planning (Personal CFO) service on a retainer basis, integrating plan design, participant education and individualized financial planning.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Retirement income strategy
Income planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Retired
Fee options
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
Main office location
Jake Carris Financial Planning
5401 S. Kirkman Rd, Ste. 215
Orlando FL 32819, United States
Number of offices
1
Most active in
Jake Carris Financial Planning has reported serving >5 clients in these states in the last 12 months.
Florida · Pennsylvania · Texas
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.
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