Contemporary Financial Planning
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 314869
- Website
- www.contemporaryfp.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.22%
- Individuals11.78%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Contemporary Financial Planning is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. Its advisory services emphasize comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm bills through a mix of AUM-based fees, hourly charges, and fixed-fee arrangements. Public filings indicate it is owned by an individual and is not designated as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Deanna Brown
Founder and Managing DirectorCRD 4268868
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 6821 Southpoint Dr N
- Time zone
- ET (UTC-5)
- Office locations
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