Fee-only adviser · Jacksonville Beach, FL
Mooney Financial
Mooney Financial is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Jacksonville Beach, Florida. On its latest Form ADV, filed February 26, 2026, it reports $92M in regulatory assets under management, 60 individual clients and 2 employees who give 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 |
|---|---|
| Firm CRD number | 332904 |
| Office | 320 1st Street N #705 Jacksonville Beach, FL 32250 |
| Phone | (904) 359-8469 |
| Website | www.mooneyfi.com |
| Regulatory assets under management | $92M |
| Individual clients | 36 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 26, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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 Beach
- Strivus Wealth Partners LLC $159M
- Fortress Wealth Planning $794M
- Standfast Asset Management, LLC $101M
- Lionsbridge Wealth Management LLC $122M
- Flood Tide Financial LLC $4.8M
- Palm Valley Capital Management $282M
See all 7 fee-only advisers in Jacksonville Beach →
Nearby
- Neptune Beach 1 firm
- Jacksonville 30 firms
- Ponte Vedra 3 firms
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- Saint Johns 1 firm
- Fleming Island 1 firm
- Fernandina Beach 1 firm
- St. Augustine 4 firms
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