The Driscoll Group, Inc.

Updated today

Find your advisor

Client assets under management

Clients

0% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

About

The Driscoll Group, Inc. provides financial planning and related consulting to individuals, business owners, pension and profit‑sharing plans, trusts, estates and charitable organizations. Services center on holistic written financial plans (using a six‑step FPA‑based process) and ancillary analyses such as business plan reviews and real estate rental analysis, with non‑discretionary allocation advice available for retirement plan assets.

TDGI’s planners emphasize analysis and recommended portfolio structures rather than active security selection or discretionary management, and may use charting, technical and cyclical analysis along with third‑party research to inform recommendations. Financial planning engagements typically terminate upon delivery of the plan; TDGI does not take custody of client assets or discretionary trading authority and does not provide routinely scheduled account reports unless requested.

Noteworthy for a team firm, many TDGI planners are also registered representatives of Raymond James and are licensed to sell securities and insurance, and the brochure discloses that commissions and product sales constitute the majority of planner income and time. This sales affiliation, combined with the firm’s decision not to manage client accounts on a discretionary basis and to limit ongoing reviews, distinguishes TDGI from peers that provide continuous asset management.

Client services

Financial planning Pension consulting

Expertise

General retirement planning Business sale tax planning

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $300,000: 1.50% annually $300,000 - $500,000: 1.25% annually $500,000+: 1.00% annually

Commissions

Planners licensed to sell securities and insurance products generate commissions/fees from those sales; approximately 90% of planner income from commissions/fees

Project-based

$300-$500 per hour for ancillary services and additional financial planning services

Other

Account minimum: $100,000 Fee-only: Financial planning fees negotiable, generally ranging from $750 to $10,000; hourly rates $300-$500 per hour for planning and ancillary services

Main office location

The Driscoll Group, Inc.

8825 Perimeter Park Blvd, Suite 604

Jacksonville FL 32216-1122, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 904-620-9993

Advisors at this firm

Jennifer H

CFP®, Series 63, Series 65

Jacksonville, FL

The Driscoll Group, Inc.

Jennifer Harris is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and also serves as an advisor at The Driscoll Group, Inc. Prior to joining Raymond James, she worked at BBVA Investments, Compass Bank, Investment Professionals, Inc., and Community First Credit Union of Florida. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and firm research, with a notable focus on advisory and implementation-support services.

General retirement planning Business sale tax planning Founder/Business Owner Retired

Jeffrey D

CFP®, Series 66

Jacksonville, FL

The Driscoll Group, Inc.

Jeffrey Driscoll is a CFP®-certified financial advisor with Raymond James Financial Services Advisors Inc. in Jacksonville, FL, bringing 11 years of industry experience. He is also co-owner of The Driscoll Group Inc., an independent registered investment advisor. His career includes roles at Raymond James Financial Services since 2014. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes advisory and implementation-support services, utilizing firm research and a broad affiliate network to meet varied client needs.

General retirement planning Business sale tax planning Founder/Business Owner Retired

Cory D

Series 66

Jacksonville, FL

The Driscoll Group, Inc.

Cory Driscoll is a financial advisor with The Driscoll Group, Inc. in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been associated with The Driscoll Group since 2015 and is also affiliated with Raymond James Financial Services. Driscoll is the CEO and President of CDRISC Financial LLC, an entity formed to manage revenue through an LLC structure. The Driscoll Group, Inc. provides comprehensive financial planning and consulting services to individuals, business owners, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes a structured planning process and offers non-discretionary investment advice without taking custody of client assets.

General retirement planning Business sale tax planning Founder/Business Owner Retired

Kevin D

CFP®, ChFC®, Series 63

Jacksonville, FL

The Driscoll Group, Inc.

Kevin Driscoll is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and over 40 years of industry experience. He has been affiliated with Raymond James since 1987 and leads The Driscoll Group, Inc., which he founded in 1983. His business activities include ownership roles in DRISC Financial LLC and investments in art through several Masterworks LLC entities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations developed through detailed client risk profiling and supported by a broad affiliate network.

General retirement planning Business sale tax planning Founder/Business Owner Retired

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support