Clay County, FL Financial Advisors and Resources

Financial Advisor Firms in Clay County, FL



(904) 541-0076

165 Wells Rd. Ste. 407

Orange Park, FL 32073

SEC#: 801-60749
Years in Business: 19 years

How Retirement-Friendly is Clay County, FL?

  • Population: 211,405
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $192,300
  • Average Monthly Housing Cost: $1,091
  • Average Household Income: $82,908
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)

Clay County, FL Financial Advisor FAQs

A financial advisor will conduct a series of interviews with the client to gather information about their goals, lifestyle, values, and beliefs. The advisor will research underlying investment underlying investment objectives in order to make recommendations that are tailored to the client's specific needs.
A financial advisor is necessary for goal attainment. They help you set up your budget, figure out how to save for retirement, invest in stocks or bonds if that's what you want to do with your money. A good advisor simplifies the process of investing and taking care of your finances so it doesn't feel like such an intimidating task.
More information on what qualities to look for in a good advisor: 1) Are they a fiduciary or not? 2) Do they have an extensive education background? 3)Do you have licenses? 4) What certifications and trainings have you had in the past?
Rates range from $50 to $275 per hour, depending on whether you want experienced professional advice or just one-time service. Expect to pay between 1% and 3% of your assets under management each year.