Engineered Wealth & Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning, discretionary and non‑discretionary portfolio management, retirement income planning, insurance planning coordination, and educational seminars and workshops. Its stated clientele includes individuals and families, business owners, and retirement plan participants, and it indicates it will work with both non‑high‑net‑worth and high‑net‑worth households.
The firm describes an investment process that blends fundamental analysis, modern portfolio theory, and risk‑based asset allocation to construct tailored portfolios and may employ long‑term buy‑and‑hold, rebalancing, and tactical allocation as appropriate; accounts are reviewed at least annually and clients direct custodians for custody. It offers multiple engagement models beyond AUM‑based management, including flat and hourly planning arrangements, and provides no‑charge public seminars intended for general financial education.
Distinctive features include its status as a newly formed, state‑registered adviser that has not yet commenced managing client assets, and a principal who also operates as a licensed insurance producer in multiple states and as an ACA Marketplace agent — activities that can generate insurance commissions and are disclosed as potential conflicts. The firm’s principals also run separate businesses (including ESG reporting consulting and web services), it focuses on individual portfolio management rather than private funds, and it emphasizes public educational outreach.
Client services
Expertise
Occupation focus
Fee options
Financial planning: $250 to $1,500 depending on scope and complexity; Retirement income planning: $500 to $1,500 depending on scope and complexity
1.00% per annum, billed quarterly in arrears (0.25% per quarter)
$150 per hour for financial planning
Main office
Orlando FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Engineered Wealth & Planning · Jlc Consulting, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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