Mash Financial Planning

Mash Financial Planning is a fee-only investment adviser registered with the securities regulators of Florida, Georgia, with its main office in Jacksonville, Florida. On its latest Form ADV, filed June 30, 2026, it reports $14M in regulatory assets under management, 45 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Florida, Georgia
Firm CRD number	300937
Office	8833 Perimeter Park Blvd Suite 1003 Jacksonville, FL 32216
Phone	(904) 449-7600
Website	www.mashfinancialplanning.com
Regulatory assets under management	$14M
Individual clients	42 non-high-net-worth, 3 high-net-worth
Financial planning clients	11-25
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	June 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Jacksonville

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• Img Wealth Management, Inc. $210M
• Gryphon Wealth $3.2B
• Toams Financial $109M
• Trustwell Financial Advisors, LLC $261M

See all 30 fee-only advisers in Jacksonville →

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