Deanna Brown is a CFP-designated registered investment advisor at Contemporary Financial Planning, based in Jacksonville, FL, with 25 years of industry experience. Deanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 45 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
The annual fees are negotiable.
Fee Estimator
Location
6821 Southpoint Drive N., Jacksonville, FL, 32216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Deanna is the Founder and President of Baglady Divorce in Jacksonville, Florida. This activity takes about 20% of her time, with 8 hours per week occurring during securities trading hours.
Employment History
Current Registrations
Contemporary Financial Planning
Previous Registrations
Lakeview Capital Partners, LLC
Sagepoint Financial, INC.Broker
Ullmann Brown Wealth Advisors
Sunamerica Securities, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.