JP Law and Wealth Advisors PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$201,000
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$40,200
About
The firm provides tailored asset-allocation advice and written financial planning to individuals (including high-net-worth clients), charitable organizations, and small businesses. It offers recommendations on a broad range of securities—equities, mutual funds, ETFs, municipal securities, options and CDs—but does not provide discretionary management or execute transactions on clients’ behalf unless separately engaged to do so.
JP Law and Wealth Advisors bases its advice on a mix of technical and fundamental analysis and modern portfolio theory, and it primarily relies on model portfolios and third‑party money managers for implementation. The firm uses the custodian’s money‑market sweep for cash management, does not take custody of client assets, and does not accept performance‑based fees.
Distinctive features include the firm’s dual role as an advisory practice and a law firm: the principal is a licensed attorney and clients may be referred to the firm’s legal services, which are provided and billed separately. The firm also uses a fixed‑fee planning model rather than charging a percentage of assets under management, is newly registered, and operates as a solo adviser with a small client base and modest assets under management.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Asset allocation services
Expertise
Options & derivatives strategies
Cash flow / budgeting
Fee options
Fixed fee for financial planning and advisory services, between $1,200 and $2,000.
Account minimum: $5,000 (may be waived at discretion) Fee-only: Fixed fee between $1,200 and $2,000 for financial planning and advisory services, billed with 30% deposit and remaining balance billed monthly over 5 months.
Main office location
JP Law and Wealth Advisors PLLC
555 Winderley Place, 300
Maitland FL 32751, United States
Number of offices
2
Most active in
JP Law and Wealth Advisors PLLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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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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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