Contemporary Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Contemporary Financial Planning works with individuals, high‑net‑worth clients, charitable organizations, and businesses to deliver tailored investment management alongside both ongoing comprehensive and limited‑scope financial planning. The firm’s planning services explicitly include divorce financial planning, business planning, retirement and estate planning, and it also offers educational seminars and speaking engagements to groups.
The firm’s investment process is grounded in Modern Portfolio Theory and predominantly uses passive investment vehicles with a strategic asset‑allocation framework and tactical adjustments as warranted; client portfolios are managed on an individualized, discretionary basis with the ability for clients to impose reasonable restrictions. CFP recommends and works through institutional and fully digital custodians and maintains an institutional relationship with a digital custodian that provides technology and support services contingent on asset thresholds.
Compared with many independent, solo practices, the firm sponsors a wrap‑fee program and receives a portion of those wrap fees, an offering that is uncommon among peers. It also frequently provides educational seminars and has a distinct emphasis on divorce financial planning—its principal holds a Certified Divorce Financial Analyst designation and maintains a separate divorce‑focused practice—making that specialty a clear differentiator in its service mix.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Educational Seminars/Speaking Engagements fees begin at $5,000 per seminar/engagement; Limited Scope Financial Planning project-based fees $1,000 - $25,000
$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
Ongoing Comprehensive Financial Planning fees range from $1,250 to $6,000 per quarter, paid quarterly or monthly in advance
Fee-only: Ongoing Financial Planning: $1,250 to $6,000 per quarter; Limited Scope Financial Planning: Project-based fees $1,000 - $25,000; Hourly fees up to $350 per hour
Main office
6821 Southpoint Dr N, Suite 125
Jacksonville FL 32216, United States
Most active in
Florida · Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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