Mooney Financial

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Client assets under management

$92,482,903

Clients

40% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,541,382

Client services

Financial planning Portfolio management

Main office location

Mooney Financial

320 1 St Street N, #705

Jacksonville Beach FL 32250, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 904-359-8469

Advisors at this firm

Kevin S

CFP®, CFA®, Series 66

Jacksonville Beach, FL

Mooney Financial

Kevin Sides is a CFP® and CFA® charterholder with 17 years of industry experience. He is currently with Mooney Financial and has previously worked at Ben Carter, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Services LLC. Mooney Financial is a small firm with two advisors, providing supported financial advisory services.

Benjamin C

CFP®, Series 63

Jacksonville Beach, FL

Mooney Financial

Benjamin Carter is a financial advisor at Mooney Financial with 9 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to his current role, he worked at Northwestern Mutual in various capacities from 2015 to 2024 and is also involved with Farmer Companies in a non-financial services capacity focused on operations, strategy, marketing, and distribution. Mooney Financial is a small firm with two advisors that provides personalized financial planning and investment services.

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