# Jake Carris Financial Planning

> Jake Carris Financial Planning is an SEC-registered investment advisory firm in Orlando, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 290061
- Filed as: JAKE CARRIS FINANCIAL PLANNING
- Legal name: Jake Carris Financial Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290061
- AdvisorCensus page: https://advisorcensus.com/firm/jake-carris-financial-planning-orlando-fl-290061

## Quick answers

**How is Jake Carris Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Jake Carris Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Jake Carris Financial Planning charge?**
Its Form ADV Part 2A brochure dated July 24, 2026 states: Hourly rate: $300 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Jake Carris Financial Planning registered with the SEC or a state?**
Jake Carris Financial Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 290061.

**How much does Jake Carris Financial Planning manage?**
Jake Carris Financial Planning reports $109,685,265 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (0% discretionary).

**What types of clients does Jake Carris Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (39).

**Which custodians does Jake Carris Financial Planning use?**
Jake Carris Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Jake Carris 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 SEC record: https://adviserinfo.sec.gov/firm/summary/290061

**Does Jake Carris Financial Planning state an account minimum?**
Its Form ADV Part 2A brochure dated July 24, 2026 says: "We do not have a minimum account size requirement."

**What changed in Jake Carris Financial Planning's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Hourly rate: $300 an hour (Financial Planning)

> Financial Planning fee is an hourly rate of $300.00 per hour. The fee may be negotiable in certain cases and is due at the completion of the engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $109,685,265
- Discretionary: $0
- Non-discretionary: $109,685,265

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $20,154,243 |
| High net worth individuals | 39 | $88,375,365 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $827,623 |
| Charitable organizations | Fewer than 5 | $328,034 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [carrisfp.com](https://carrisfp.com)

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jake Carris Financial Planning (CRD 290061): Form ADV filing data as of October 2026.