Mario Payne
Mario Payne is a CFP-designated registered investment advisor at Toams Financial, based in Jacksonville, FL, with 18 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 640 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Toams Financial's investment management fees are based on the value of your portfolio and are charged monthly, in advance. The annual fee can be up to 2.50% of your portfolio, depending on the complexity of the services, the amount of assets managed, and your overall relationship with Toams Financial. Fees may be negotiable.
Location
1901 University Blvd W, Jacksonville, FL, 32217
Get directionsHistory
Regulatory History (6)
Customer Dispute
June 2025Customer Dispute
February 2025Customer Dispute
January 2025Customer Dispute
September 2024Customer Dispute
May 2018Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Mario is an independent insurance agent and has ownership stakes in several companies: Let Bob LLC (software platform), Real Estate Cake, Inc. (real estate platform), Flood-Con, LLC (stormwater management), and Goodbye Book (end-of-life app). He is also the author of "The Relax Estate - he Relax Investor" and a member of PSISATB.
Employment History
Current Registrations
Toams Financial
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 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.