Find a Financial Advisor 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 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 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

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: 30 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: 1 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: 23 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: 10 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: 8 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: 1 years

HIGHTOWER ADVISORS, LLC

Website

(904) 301-4545

814 Highway A1A North
Suite 202
Ponte Vedra Beach, FL 32082

SEC#: 801-69625
Years in Business: 13 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(561) 641-5050

140 Indian Lane

Ponte Vedra Beach, FL 32082

SEC#: 801-108114
Years in Business: 5 years

ARETE WEALTH ADVISORS, LLC

Website

(904) 834-2579

814 A1A Suite 208

Ponte Vedra Beach, FL 32082

SEC#: 801-69827
Years in Business: 12 years

 


St. Johns County, FL Financial Advisor FAQs

This depends on their credentials, experience, and the type of service they offer.
Yes. If you are not too knowledgeable in the field of financial advisement, it is best to enlist someone who can advise you based on your needs.
Questions you should ask a financial advisor include whether they offer annuities, what their office hours are and whether they specialize in any specific areas of interest (like taxes) not commonly associated with finances. When speaking to a financial advisor by phone, be sure to get their name and company information so that you can verify credentials or follow up on any concerns.
Financial advisors may be compensated through commissions based on the investments they sell, such as mutual funds, insurance products like life insurance and annuities, stocks and bonds.