Jake Carris Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning fee is an hourly rate of $300.00 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“The fixed fee can range between $1,000.00 and $5,000.00.”

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

How Jake Carris Financial Planning bills

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

• “Ongoing Comprehensive Financial Planning - Personal CFO Services Ongoing Comprehensive Financial Planning is billed as a quarterly charge paid in advance, at the below rates per quarter.”
• “All subsequent quarters are treated as ongoing service and will have any unused portion refunded at a prorated basis upon termination of the agreement.”
• “The fee may be negotiable in certain cases.”

How Jake Carris Financial Planning’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 12 of the 22 other planners in Orlando that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Florida median of $4,900. 37% of the 320 other Florida planners that publish a flat or project fee charge less.
• 11 of the 22 other planners in Orlando that publish a flat or project fee charge less.

About Jake Carris Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

0.6% a year

Clients

115

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$109,685,265

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290061

Website

carrisfp.com (opens in new tab)

Phone

(407) 489-1186

Can advise clients in 3 states: Florida, Pennsylvania, Texas

Other planners in Orlando that publish fees

• Allegiance Wealth Management, Inc.Orlando$300/hr
• Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
• Arx Strategic WealthOrlando$2,500⁠-⁠$5,000
• Centrus Financial StrategiesOrlando$500/hr, $3,000⁠-⁠$15,000
• Cogent Private WealthOrlando$450/hr, $4,000/yr
• Das Wealth ManagementOrlando$100/hr

Compare all 44 planners in Orlando