Jefferson Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jefferson Financial Planning LLC provides financial planning services to individuals and high‑net‑worth individuals, covering investment planning, retirement, tax considerations, life insurance, college savings and debt/credit planning. Financial plans are generally delivered as a tailored, 12‑month engagement and include a written plan provided to the client.
The firm’s investment approach relies on fundamental analysis and modern portfolio theory and typically recommends long‑term allocations that emphasize equities via ETFs and fixed income, while also describing options strategies as part of its toolkit. Jefferson does not take custody of client assets or exercise trading discretion; clients retain custody and receive statements directly from their custodians.
Notably, the firm offers both fixed‑fee and hourly billing for planning engagements and collects fees in advance with prorated refunds and year‑one plan update availability—arrangements that are uncommon among firms with no active SEC‑registered advisors. The firm does not act as a private fund adviser, does not select third‑party managers, and operates as a recently formed advisory entity with no assets under management.
Client services
Expertise
Fee options
Fixed financial planning fees negotiated between $3,000 and $25,000.
Hourly financial planning fee is $250 per hour.
Fee-only: Hourly financial planning fees negotiated at $250 per hour charged in advance.
Main office
St Petersburg FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Jefferson Financial Planning LLC · Jefferson 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.
Forms ADV
Quick links
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