Find a Financial Advisor in Jacksonville, FL

 

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

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We Only Work With The Best Jacksonville 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, FL


  • Financial Advisor Close to Jacksonville, 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, 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, FL

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

  • Population: 890,467
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $183,700
  • Average Monthly Housing Cost: $1,070
  • Average Household Income: $74,873
  • 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, FL

 

TIMUCUAN ASSET MANAGEMENT INC

Website

(904) 356-1739

200 West Forsyth Street
Suite 1600
Jacksonville, FL 32202

SEC#: 801-36461
Years in Business: 31 years

RIVERPLACE CAPITAL MANAGEMENT INC

Website

(904) 346-3460

1301 Riverplace Blvd
Suite 2130
Jacksonville, FL 32207

SEC#: 801-79970
Years in Business: 7 years

GUNN & COMPANY INVESTMENT MANAGEMENT, INC.

Website

(904) 296-2025

4350 Pablo Professional Court
Suite 210
Jacksonville, FL 32224

SEC#: 801-112077
Years in Business: 3 years

NESTEGGS, INC.

Website

(904) 348-3131

10407 Centurion Parkway North
Suite 126
Jacksonville, FL 32256

SEC#: 801-63869
Years in Business: 16 years

DAVIS CAPITAL MANAGEMENT

Website

(904) 223-0510

4788 Hodges Blvd
Ste # 201
Jacksonville, FL 32224

SEC#: 801-118162
Years in Business: 1 years

WATER STREET CAPITAL, INC.

Website

(904) 355-5959

4306 Pablo Oaks Court

Jacksonville, FL 32224

SEC#: 801-73810
Years in Business: 9 years

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Website

(904) 281-9261

5150 Belfort Rd., Suite 702

Jacksonville, FL 32256

SEC#: 801-78772
Years in Business: 7 years

BDO WEALTH ADVISORS, LLC

Website

(904) 396-4015

501 Riverside Avenue
Suite 800
Jacksonville, FL 32202

SEC#: 801-108306
Years in Business: 5 years

MADDEN ADVISORY SERVICES, INC.

Website

(904) 296-1127

5200 Belfort Road
Suite 410
Jacksonville, FL 32256

SEC#: 801-62774
Years in Business: 17 years

 


Jacksonville, FL Financial Advisor FAQs

Like any service, it varies depending on the type of advisor and complexity of their services. Overall, fees can range from as low as 1% to as high as 5%.
It depends. Some people can be fine with doing their own financial planning, but choose to work with an advisor for peace of mind or to generate assurance in their investments.
One of the most important questions you should ask your advisor is how they are paid.
Established financial advisors are paid either by commissions for the types of securities that their firm sells or on some basis (e.g., fee per hour, monthly retainer, etc.) agreed upon by both the advisor and client.