Find a Financial Advisor in Nassau County, FL

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

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We Only Work With The Best Nassau County 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


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


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 Nassau County, FL

  • Financial Advisor Close to Nassau County, 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 Nassau County, FL

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Nassau County, FL

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

  • Population: 83,098
  • % of Population 62 Years and Over: 26.5%
  • Average Home Value: $232,100
  • Average Monthly Housing Cost: $1,133
  • Average Household Income: $92,133
  • 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 Nassau County, FL




(805) 495-4405

95138 Gladiolus Place

Fernandina Beach, FL 32034

SEC#: 801-37370
Years in Business: 31 years


Nassau County, FL Financial Advisor FAQs

Nassau County is located in the northeastern part of the state of Florida in the United States. Fernandina Beach is the county seat and the largest incorporated city. The Jacksonville metropolitan region includes Nassau County. With a land size of 726 square miles, the county is located in Northeast Florida. Nassau County School District is the county's top employer. It has a workforce of 1,598 people. The city of Fernandina Beach is located on Amelia Island, the only populated island in Nassau County. The city of Fernandina Beach stretches from A1A to Yulee along the Intracoastal Waterway. Choose from a variety of financial advisory services in Nassau County, Florida. This is the northeasternmost county of its state, found along the Atlantic Ocean and Interstate 95. This features vast attractions ranging from rivers, lush meadows, and timberlands to a historic island and sandy beaches. It is a part of the Jacksonville Metropolitan Area, with Fernandina Beach acting as its seat.Camden County, Duval County, and Baker County are the adjacent counties. Each of the advisors in these areas is a qualified professional who can help with all your financial aspects.

Financial advisors are professionals who give guidance on financial matters, typically either on investments or estate planning. They help plan for the safety and security of their clients’ assets. Financial advisors typically have training in finance, law, real estate markets, stocks, bonds, mutual funds and other types of investments.

A financial advisor will discuss your investment and retirement goals, analyze your assets and liabilities, and then come back with a plan for how to reach each goal.

Financial advisors can help with investment decisions, optimizing college savings options, providing guidance on their investing strategy and being part of an overall comprehensive plan including insurance coverage and maximizing tax advantages from investments.

There are a number of ways financial advisors charge for their services, but the two primary methods to do so are fee-only or commission.