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CONTEMPORARY FINANCIAL PLANNING

Advisory

JACKSONVILLE, FL

Data as of Jul 9, 2026 · Source: SEC Form ADV

Rank in FL
#1,640
of 2,610 advisers by AUM
Average account
$304K
across 158 accounts
AUM per adviser
$48M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 9, 2026.

Total AUM
$48M
Discretionary %
100%
Clients
46
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$48M
Discretionary AUM$48M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, GA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

PETER FISHER CROWELL
TALLAHASSEE, FL
$48M
GILLESPIE WEALTH MANAGEMENT INC
$48M
ITAU INTERNATIONAL SECURITIES INC.
MIAMI, FL
$48M
-57.9% 1Y
SWAN INVESTMENT STRATEGIES, LLC
SARASOTA, FL
$48M
APIS WEALTH, LLC
$48M
BRIGHTPATH FINANCIAL, INC.
$48M

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