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Contemporary Financial Planning

Contemporary Financial Planning. CRD 314869

C

CRD: 314869

Contemporary Financial Planning

Jacksonville, FL, 32216
9042176377
www.contemporaryfp.com
$48.0M Total AUM
$48.0M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
Capital insightFoundation +more
Established Date
08-31-2021
Office Locations
1

Office Locations

44B Blue Ridge Street Blairsville GA

About Contemporary Financial Planning

Contemporary Financial Planning is a female-led boutique RIA providing financial planning and investment management for women and families, including values-aligned investing and second-opinion reviews. The firm is fiduciary and process-driven, coordinating with clients’ CPAs and attorneys. Portfolios are primarily ETF-based, with custody support through platforms such as Schwab and Altruist, serving clients from Florida and Georgia and nationally where permitted.

Team overview

-- AVG AGE
$48.0M AVG AUM / ADVISOR
$888.9K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Delta

Client Personas

Frontier beacon

Custodian

Prime signal Glacier pathway Vertex Glacier pioneer Quantum beacon Crest value Summit

Investment Themes

Legacy Pathway Wave Frontier Focus

Investment Vehicles

Delta timber Value element

Services

Summit crest Timber fusion Ridge north Signal Foundation element Capital Oak vector

Technology

Bridge Timber quantum Ember

Owner & Executives

D

DEANNA ANN BROWN

Chief Compliance Officer, President, Wealth Advisor

CRD
#4268868
Ownership
75% or more
(863) 552-1344
eagle.pioneer@vitalcapital.com
in linkedin.com/in/vector-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $48,002,480 --
Non-Discretionary $0 --
Total $48,002,480 --

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Separately Managed Accounts

Total SMA Asset: $48,002,480

$48.0M Total SMA
Equity - Exchange:
57.3%
Cash:
15.0%
Corporate - Investment Grade:
27.7%
Asset class Assets Assets %
Equity - Exchange $3,087,100,913 57.3%
Cash $808,141,600 15.0%
Corporate - Investment Grade $1,492,368,156 27.7%
Total $5,387,610,669 100.0%

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