Privileged Planning Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,664,388
Clients
184
6% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
184
Very HighAverage account size
$215,567
About
Privileged Planning serves individual clients — including high‑net‑worth households — as well as corporations and other business entities, offering bespoke financial management, financial planning, general consulting and coaching. The firm provides discretionary account management and works with clients on budgeting, goal planning, risk‑tolerance analysis and employer retirement plan review.
The adviser uses a mix of charting, technical and cyclical analysis and may invest across equities, fixed income, options, ETFs and a range of structured products (including principal‑protected notes, market‑linked CDs and customized equity‑linked notes). Client engagement emphasizes regular touchpoints — mandatory quarterly meetings, annual risk‑tolerance reviews and coordinated communication with clients’ other professionals — and includes multi‑month coaching packages with ongoing Slack and email access.
Notable distinctions include a very high client load per advisor (more than 200 clients for the single listed advisor) and multiple disclosures about outside business activities and an advertising relationship with a national referral service, with procedures described to manage those conflicts. The firm’s documented focus on structured product solutions and packaged coaching with 24/7 digital access is relatively uncommon for firms of this size.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Retirement plans for business owners (SEP, solo 401k)
Active portfolio management
Occupation focus
Founder/Business Owner
Demographic focus
Established Professionals
Fee options
Financial Planning fee ranges from $2,000 to $5,000; Coaching packages range from $997.00 to $2,597.00 total, payable monthly
$250,001 - $500,000: 1.85% $500,000 - $1,000,000: 1.65% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$300 to $350 per hour based on complexity and scope of services
Account minimum: $250,000
Main office location
Privileged Planning Inc.
715 Spring St
Green Cove Springs FL 32043, United States
Number of offices
1
Most active in
Privileged Planning Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
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:
-
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.
-
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.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
Website
904-217-5481
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