JAKE CARRIS FINANCIAL PLANNING

RIASEC RegisteredEst. 2026

Total AUM

$110M

Discretionary

0% of AUM

Avg account

$937K

Accounts

117

Employees

Advisory reps

Firm details

Headquarters: ORLANDO, Florida
CRD number: 290061
Registered since: March 23, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.57%
Individuals18.37%
Pension & Profit Sharing Plans0.75%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Jake Carris Financial Planning is an independent Registered Investment Adviser organized as an LLC that serves individual and family clients. The firm operates a fee model that includes a percentage-of-AUM charge alongside hourly and fixed-fee engagements, and it offers a set of advisory services centered on financial planning, portfolio management for individuals and small businesses, pension consulting, and educational workshops. The firm does not present itself as a capital allocator and is not positioned as an active ESG investor.