Find a Financial Advisor in Fleming Island, FL

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We Only Work With The Best Fleming Island Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Fleming Island, FL

  • Financial Advisor Close to Fleming Island, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Fleming Island, FL

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Fleming Island, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Fleming Island financial advisors.
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How Retirement-Friendly is Fleming Island, FL?

  • Population: 28,676
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $271,900
  • Average Monthly Housing Cost: $1,507
  • Average Household Income: $113,501
  • 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.)


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The Top Financial Advisor Firms in Fleming Island, FL

 

CAMARDA WEALTH ADVISORY GROUP

Website

(904) 278-1177

4371 Us Highway 17 South
Suite 201
Fleming Island, FL 32003

SEC#: 801-61028
Years in Business: 20 years

MCMAHON FINANCIAL ADVISORS, LLC

Website

(412) 343-8700

414 Old Hart Rd
Suite 102
Fleming Island, FL 32003

SEC#: 801-79952
Years in Business: 7 years

MFA WEALTH ADVISORS, LLC

Website

(412) 343-8700

414 Old Hart Rd
Suite 102
Fleming Island, FL 32003

SEC#: 801-79952
Years in Business: 7 years

 


Fleming Island, FL Financial Advisor FAQs

Fleming Island is an unincorporated village and census-designated place (CDP) in Clay County, Florida, United States. It is located on the western side of the St. Johns River, along US 17 and approximately 21 miles (34 km) southwest of downtown Jacksonville. In Fleming Island, FL, notable businesses include Eagle Harbor and Freedom Doors Ministries. George Fleming, an Irishman, came to Spanish East Florida in 1783. Hibernia was founded on what is now known as Fleming Island. It is one of Florida's wealthiest and most desirable areas to reside. A team of financial advisors is ready to help you in Fleming Island, an unincorporated community and census-designated place in Clay County, Florida, USA. Located northeast of Clay County, Fleming Island shares its northern border with the southern border of Orange Park. To the northwest is the Lakeside CDP. To the northeast is part of the city of Jacksonville, and to the east is the Fruit Cove of St. Johns County across the St. Johns River. There is sure to be one for you with all the financial advisors close to Fleming Island that we have scouted below.

An Advisor helps the client achieve their goals through specialized knowledge on investing, savings, taxes, retirement strategies and more. They provide guidance incorporating information collected from multiple sources and combining it with the needs and preferences of the client to create personalized solutions that meet current and future financial objectives.

If you're looking for peace of mind because your income isn't stable and your savings account balance isn't very high then consulting a financial advisor can help answer any questions that may be lingering around in your head.

Do some research on which firm is best for your personal financial needs. If possible, meet with three of the advisers to learn about any financial advice they might offer. Discuss your objectives and finances so each of them can provide an appropriate recommendation based on their expertise.

Pay differs from advisor to advisor, but generally financial advisors get paid through a few different ways. One way advisors get compensated is by charging a fee for their services. Another way is through commissions on the products that they sell. Also, some advisors receive a fee from the company that they work for while working for them.


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