Find a Financial Planner in Saint Johns County, FL

 

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

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We Only Work With The Best Saint Johns 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in St. Johns County, FL


  • Financial Advisor Close to St. Johns 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

 

How Can a CFP® in St. Johns County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the St. Johns County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in St. Johns County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
23.6% of St. Johns County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the St. Johns County area can create a custom plan and walk with you each step of the way.
In the St. Johns County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the St. Johns County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the St. Johns County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the St. Johns County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the St. Johns County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in St. Johns County, 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 St. Johns County, FL

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

  • Population: 244,674
  • % of Population 62 Years and Over: 23.6%
  • Average Home Value: $312,800
  • Average Monthly Housing Cost: $1,357
  • Average Household Income: $113,475
  • 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 St. Johns County, FL


CHARLES D. HYMAN & COMPANY

Website

(904) 543-0360

224 Ponte Vedra Park Drive
Suite 200
Ponte Vedra Beach, FL 32082

SEC#: 801-38841
Years in Business: 29 years

SKYVIEW FINANCIAL GROUP, LLC

Website

(888) 406-0444

816 A1A N
Suite 205
Ponte Vedra Beach, FL 32082

SEC#: 801-119483
Years in Business: 0 years

B&C FINANCIAL ADVISORS

Website

(904) 273-9850

110 Professional Drive
Suite 101
Ponte Vedra Beach, FL 32082

SEC#: 801-55533
Years in Business: 22 years

WMD ASSET MANAGEMENT, LLC

Website

(904) 683-4950

814 A1A N
Suite 101
Ponte Vedra Beach, FL 32082

SEC#: 801-72409
Years in Business: 9 years

WILDERMUTH ADVISORY, LLC

Website

(678) 356-1100

818 A1A Highway N
Suite 301
Ponte Vedra Beach, FL 32082

SEC#: 801-78820
Years in Business: 7 years

SHORELINE EQUITY PARTNERS, LLC

Website

(904) 222-6540

135 Professional Drive
Suite 104
Ponte Vedra Beach, FL 32082

SEC#: 801-119168
Years in Business: 0 years