CONTEMPORARY FINANCIAL PLANNING

CONTEMPORARY FINANCIAL PLANNING of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 314869). Regulatory assets under management: $48.0M.

Registration

• CRD: 314869
• Type: Registered investment adviser
• Location: 6821 SOUTHPOINT DR N, JACKSONVILLE, FL, 32216
• Phone: (904)217-6377
• Latest filing: 2026-07-09
• Regulatory AUM: $48.0M
• Discretionary AUM: $48.0M
• Clients: 1
• Accounts: 158

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314869 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search