Jake Carris Financial Planning
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About
Jake Carris Financial Planning provides investment management and financial planning to individuals and high‑net-worth households, as well as to businesses, pension and profit‑sharing plans, and charitable organizations. The firm delivers tailored investment advice and written financial plans while maintaining a non‑discretionary relationship in which clients approve transactions.
JCFP structures client relationships around individualized investment policy statements and ongoing planning access, including a quarterly “Personal CFO” retainer for comprehensive plan monitoring and updates. The firm blends passive asset‑allocation with selective active techniques — using fundamental, technical and cyclical analysis — and, where appropriate, employs options strategies and leveraged closed‑end funds for specific client objectives.
Compared with many independent solo advisors, JCFP’s business is distinguished by a predominance of non‑discretionary assets and by serving institutional‑type clients (ERISA plans and charities) while acting as a limited‑scope ERISA 3(21) advisor and providing pension consulting. The firm also conducts participant education and group enrollment meetings, linking its retirement‑plan advisory work with educational and fiduciary support that is less common among peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning between $1,000 and $5,000, negotiable
$0 - $2,000,000: 0.60% $2,000,001+: 0.30%
$300.00 per hour for financial planning
Quarterly retainer fees for ongoing comprehensive financial planning: $300 (0-$1M net worth), $600 ($1M-$5M net worth), $1,500 ($5M-$10M net worth), above $10M negotiable
Main office
5401 S. Kirkman Rd, Ste. 215
Orlando FL 32819
Advisors at this office
1
Most active in
Florida · Pennsylvania · Texas
Also doing business as
Jake Carris Financial Planning · Jake Carris Financial Planning, 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 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.
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