Jeff Doan is a CFP-designated registered investment advisor at Craft Wealth Services, based in Tampa, FL, with 14 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $92M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based upon factors such as the type of client, the complexity of the client's situation, and the total amount of assets under management for the client.
Fee Estimator
Location
1902 West Kennedy Boulevard, Unit 4, Tampa, FL, 33606
Get directionsHistory
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 ActivitiesSells Insurance
Jeff is an insurance agent since 2011, but spends minimal time on insurance services. He also receives ongoing compensation for sales of his book, "The One Percent - Financial Independence," on Amazon.
Employment History
Current Registrations
Craft Wealth Services
Previous Registrations
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Citigroup Global Markets INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations1 state
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.