# Contemporary Financial Planning

> Contemporary Financial Planning is a state-registered investment advisory firm in Jacksonville, FL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 314869
- Filed as: CONTEMPORARY FINANCIAL PLANNING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314869
- AdvisorCensus page: https://advisorcensus.com/firm/contemporary-financial-planning-jacksonville-fl-314869

## Quick answers

**How is Contemporary Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Contemporary Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Contemporary Financial Planning located?**
Contemporary Financial Planning's principal office is in Jacksonville, FL, according to its Form ADV.

**Is Contemporary Financial Planning registered with the SEC or a state?**
Contemporary Financial Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314869.

**How much does Contemporary Financial Planning manage?**
Contemporary Financial Planning reports $48,002,480 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).

**What types of clients does Contemporary Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (19).

**Does Contemporary Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314869

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $48,002,480
- Discretionary: $48,002,480
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $5,655,769 |
| High net worth individuals | 19 | $42,346,711 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bagladydivorce.com
- contemporaryfp.com
- Facebook @BagLadyDivorce
- Facebook facebook.com
- LinkedIn @75582528
- YouTube @UCinlA3mRaVt5CpFaXp4zdHA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Contemporary Financial Planning (CRD 314869): Form ADV filing data as of October 2026.