Privileged Planning Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Privileged Planning serves individual clients — including high‑net‑worth households — as well as corporations and other business entities, offering bespoke financial management, financial planning, general consulting and coaching. The firm provides discretionary account management and works with clients on budgeting, goal planning, risk‑tolerance analysis and employer retirement plan review.
The adviser uses a mix of charting, technical and cyclical analysis and may invest across equities, fixed income, options, ETFs and a range of structured products (including principal‑protected notes, market‑linked CDs and customized equity‑linked notes). Client engagement emphasizes regular touchpoints — mandatory quarterly meetings, annual risk‑tolerance reviews and coordinated communication with clients’ other professionals — and includes multi‑month coaching packages with ongoing Slack and email access.
Notable distinctions include a very high client load per advisor (more than 200 clients for the single listed advisor) and multiple disclosures about outside business activities and an advertising relationship with a national referral service, with procedures described to manage those conflicts. The firm’s documented focus on structured product solutions and packaged coaching with 24/7 digital access is relatively uncommon for firms of this size.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning fee ranges from $2,000 to $5,000; Coaching packages range from $997.00 to $2,597.00 total, payable monthly
$250,001 - $500,000: 1.85% $500,000 - $1,000,000: 1.65% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$300 to $350 per hour based on complexity and scope of services
Account minimum: $250,000
Main office
715 Spring St
Green Cove Springs FL 32043
Advisors at this office
1
Most active in
Florida
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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