Find a Financial Advisor in Jacksonville Beach, FL

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We did the hard work of finding trustworthy partners in Jacksonville Beach, FL.

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We Only Work With The Best Jacksonville Beach 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 Jacksonville Beach, FL


  • Financial Advisor Close to Jacksonville Beach, 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 Jacksonville Beach, 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 Jacksonville Beach, FL

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

  • Population: 23,399
  • % of Population 62 Years and Over: 23.9%
  • Average Home Value: $365,400
  • Average Monthly Housing Cost: $1,546
  • Average Household Income: $120,638
  • 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.)



The Top Financial Advisor Firms in Jacksonville Beach, FL

 

SAWGRASS ASSET MANAGEMENT LLC

Website

(904) 493-5500

1579 The Greens Way
Suite 20
Jacksonville Beach, FL 32250

SEC#: 801-55243
Years in Business: 24 years

INTREPID CAPITAL MANAGEMENT INC

Website

(904) 246-3433

1400 Marsh Landing Parkway Ste 106

Jacksonville Beach, FL 32250

SEC#: 801-47894
Years in Business: 27 years

ULLMANN WEALTH PARTNERS

Website

(904) 280-3700

1540 The Greens Way

Jacksonville Beach, FL 32250

SEC#: 801-61563
Years in Business: 19 years

LIONSBRIDGE WEALTH MANAGEMENT LLC

Website

(904) 562-5194

1514 Roberts Drive

Jacksonville Beach, FL 32250

SEC#: 801-113258
Years in Business: 4 years

WARREN EQUITY PARTNERS MANAGER, L.P.

Website

(904) 746-3361

1030 2nd Street South
Suite #201
Jacksonville Beach, FL 32250

SEC#: 801-117079
Years in Business: 2 years

PALM VALLEY CAPITAL MANAGEMENT

Website

(904) 747-2345

422 Jacksonville Drive

Jacksonville Beach, FL 32250

SEC#: 801-114514
Years in Business: 3 years

FIRST COMMAND ADVISORY SERVICES

Website

(904) 246-8011

320 1st Street N
Suite 601
Jacksonville Beach, FL 32250

SEC#: 801-56942
Years in Business: 16 years

FIRST COMMAND ADVISORY SERVICES

Website

(904) 246-8011

320 1st Street N
Suite 601
Jacksonville Beach, FL 32250

SEC#: 801-56942
Years in Business: 16 years

IFP ADVISORS, LLC

Website

(833) 342-5796

324 6th Ave North

Jacksonville Beach, FL 32250

SEC#: 801-69511
Years in Business: 13 years

 


Jacksonville Beach, FL Financial Advisor FAQs

Jacksonville Beach is a vacation city on the coast of Florida's Duval County. It is the easternmost point of the United States. Route 90 stops three blocks from the Atlantic Ocean at a junction with State Road A1A. Caddie Master Enterprises is a medium-sized hospitality firm with 750 employees and a $22.5 million yearly revenue. It is Jacksonville Beach's largest employer. Jacksonville Beach, located on northeast Florida's "First Coast," provides miles of beautiful beach, a freshly rebuilt golf course, a famous fishing pier, and a plethora of water sports. Beach volleyball, surfing, fishing, and a diverse range of restaurants are just a few of the city's attractions. Financial advisors are serving in Jacksonville Beach, FL, a coastal resort city located in Duval County. It is the largest town in the Jacksonville Beaches Community which includes Mayport, Atlantic Beach, Neptune Beach, and Ponte Vedra Beach. Click on the links below to connect with financial advisors working close by.

What is his/her investment philosophy? How long has he/she been in the industry? Does he/she have certifications and licenses?

Financial advisors typically need to put in the hours-consuming work that their clients expect, which means that they often charge around $150 to $350 an hour, depending on what other services are provided.

A good financial advisor should be willing to discuss their own education, training, qualifications and experience with you. They must also ask you the right questions before recommending any specific investment product or strategy for your circumstances.

Financial advisors offer advice on every possible aspect of financial planning such as investments, insurance, and retirement. They can help you improve your savings rate, curb your spending habits, and create a plan to financially secure the future of your family.