Jake Carris Financial Planning's Form ADV discloses 0.60% on the first $2 million and 0.30% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #290061), Jake Carris Financial Planning is subject to fiduciary duty under federal law.
Jake Carris Financial Planning is headquartered in ORLANDO, FL.
Jake Carris Financial Planning serves 39 high-net-worth clients according to their SEC filing dated July 24, 2026. View client details ↓
According to their SEC Form ADV, Jake Carris Financial Planning offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Jake Carris Financial Planning manages $110 million in client assets according to their SEC filing dated July 24, 2026.
According to their SEC Form ADV, Jake Carris Financial Planning serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓