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Find Top Financial Advisors in Jacksonville Beach, Florida

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Jacksonville Beach, Florida
Last Updated - 28-Jun-2022

Jacksonville Beach has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 11 non-vetted advisors in your local area. These financial advisors in Jacksonville Beach, Florida have an average of 26 years of experience.

NOTE: The list of financial advisors in Jacksonville Beach, Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Jacksonville Beach, Florida.

Qualified Financial Advisors in Jacksonville Beach, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
David H. Morgan
CEP®, MSFS, MSFS, CEA, CFF, RMA, CFF
R.E.A.P., LLC
4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256
28 Same $25,000 Fee-Based
H. Lee Little
CFP®
JAX WEALTH ADVISORS
3840 Belfort Road,
Suite 103,
Jacksonville, FL 32216
24 Not Specified $250K Fee-Based

Information on Qualified Financial Advisors in Jacksonville Beach

Qualifications CRD# 1162104
Firm CRD# 146512
Series 65

Compensation/Fee Fee-Based


Office Location 4651 Salisbury Road,
Suite 400,
Jacksonville,
FL
32256
Phone Number 386-793-8981

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning. Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife. Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs. https://reap.seminarsoncall.com

About R.E.A.P., Llc

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC) We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges. REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide: Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate, Income, Financial & Tax Advisory Issues Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.


Qualifications CRD# 2798163
Firm CRD# 6413
Series 7, 24, 31, 63

Compensation/Fee Fee-Based


Office Location 3840 Belfort Road,
Suite 103,
Jacksonville,
FL
32216
Phone Number 904-296-7526

Lee started his independent financial services firm in 1996, intent upon providing personal, process driven guidance that high-net-worth individuals, retirees, and business owners need to pursue their financial goals. As independent advisors,Lee says,we create objective, customized planning strategies to help manage, preserve, and transfer our client's wealth. We are committed to helping individuals and families pursue their goals through what is most important to them: their personal values. Lee's credentials encompass a bachelor's degree in Business Administration, an MBA, and the designation of CERTIFIED FINANCIAL PLANNER™ practitioner. He served as President of the North Florida Chapter of the Financial Planning Association and as an adjunct professor. His education, and over 2 decades of experience, have made him a multi-faceted professional capable of evaluating virtually all areas of a client's financial life, designing strategies to address the needs of each aspect, and weaving the strategies into an integrated plan so all pieces work together efficiently.

About Jax Wealth Advisors

Our Financial Advisors create objective, customized strategies to help manage, preserve, and transfer our client's wealth. We have developed a rigorous integrated process which incorporates three key pillars: Fundamental Risk Process, Proactive Investment Strategies, and Customized Financial Planning. Our structured system starts with your personal Risk Number® which we use to establish a Risk Managed portfolio that responds to the changing markets. This portfolio is then integrated into a Financial Plan that aims to increase the probability that you will never run out of money, especially in retirement. Our comprehensive financial planning will help organize your assets, insurance, liabilities, and estate documents to help you simplify, consolidate and integrate every aspect of your financial future, so you can devote your time to what's most important to you - your family and lifestyle. As CERTIFIED FINANCIAL PLANNER™ practitioners, we've long held ourselves to the fiduciary standard. We welcome the cornerstone of the new CFP Board's Code of Ethics, effective October 1, 2019, as "a CFP® professional's duty to act as a fiduciary, in the best interest of the client, at all times when providing financial advice to a client" to reflect the commitment to which all CFP® professionals are required, to comply to the high standards of competency and ethics. We are an independent, fee only financial services firm, that has an alliance with LPL Financial, the nation's largest Independent Broker/Dealer (as reported in Financial Planning magazine June 1996-2019, based on total revenues). Our practice is currently limited to 120 families.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning


Top Financial Advisor Firms in Jacksonville Beach, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Warren Equity Partners Manager, L.P.
1030 2nd Street South , Suite #201,
Jacksonville Beach, FL 32250
$1,967,554,772 23 A percentage of AUM
Performance Based
Ullmann Wealth Partners
1540 The Greens Way,
Jacksonville Beach, FL 32250
$765,230,116 972 A percentage of AUM
Hourly charges
Fixed fees
Intrepid Capital Management Inc
1400 Marsh Landing Parkway Ste 106,
Jacksonville Beach, FL 32250
$613,343,106 348 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Lionsbridge Wealth Management Llc
1514 Roberts Drive,
Jacksonville Beach, FL 32250
$137,363,515 201 A percentage of AUM
Palm Valley Capital Management
422 Jacksonville Drive,
Jacksonville Beach, FL 32250
$95,362,445 6 A percentage of AUM

    List of Additional Advisors in Jacksonville Beach, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    First Command Financial Advisor
    Inquire with First
    320 1st Street N., Suite 601, Jacksonville Beach, FL  32250 904-246-8011
    First Command Financial Advisor
    Inquire with First
    320 1st Street N., Suite 601, Jacksonville Beach, FL  32250 904-246-8011
    First Command Financial Advisor
    Inquire with First
    320 1st Street N., Suite 601, Jacksonville Beach, FL  32250 904-246-8011
    First Command Financial Advisor
    Inquire with First
    320 1st Street N., Suite 601, Jacksonville Beach, FL  32250 904-246-8011
    First Command Financial Advisor
    Inquire with First
    320 1st Street N., Suite 601, Jacksonville Beach, FL  32250 904-246-8011
    First Command Financial Advisor
    Inquire with First
    320 1st Street N., Suite 601, Jacksonville Beach, FL  32250 904-246-8011
    First Command Financial Advisor
    Inquire with First
    320 1st Street N., Suite 601, Jacksonville Beach, FL  32250 904-246-8011
    First Command Financial Advisor
    Inquire with First
    320 1st Street N., Suite 601, Jacksonville Beach, FL  32250 904-246-8011
    First Command Financial Advisor
    Inquire with First
    320 1st Street N., Suite 601, Jacksonville Beach, FL  32250 904-246-8011
    Mark Cagnassola
    Inquire with Mark
    3086 3rd St S, Jacksonville Beach, FL  32250 904-372-0129
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?