Contemporary Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$25,000

“Limited Scope Financial Planning ● Project-Based Fixed fees for project-based engagements will range between $1,000 - $25,000.”

Quarterly fee

$1,250⁠-⁠$6,000/qtr

“Upon termination of the account, any unearned fee will be refunded to the Client. 8 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid either quarterly or monthly, in advance, and ranges from $1,250 to $6,000 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Contemporary Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by debit/credit card or check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Contemporary Financial Planning’s fees compare

• Its flat or project fee of $1,000-$25,000 spans the Florida median of $4,900. 86% of the 320 other Florida planners that publish a flat or project fee charge less.
• 15 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.

About Contemporary Financial Planning

• Principal: Deanna Brown
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.4% a year

Clients

46

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$48,002,480

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314869

Website

contemporaryfp.com (opens in new tab)

Phone

(904) 217-6377

Can advise clients in 2 states: Florida, Georgia

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr
• Jacksonville Wealth ManagementJacksonville$100⁠-⁠$600/hr, $400⁠-⁠$7,500

Compare all 36 planners in Jacksonville