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Personalized advice for
Portfolio Size of 100K and
above
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Jacksonville Beach
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Jacksonville Beach,
Florida
have an average of
34
years of experience.
NOTE: The list of vetted financial
advisors in
Jacksonville Beach,
Florida
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
David H. Morgan
CEP®, CFF, MSFS, CEA, RMA R.E.A.P., LLC 4651 Salisbury Road, Suite 400, Jacksonville, FL 32256 |
28 Years | $0 | $25,000 | Fee-Based |
| 40 Years | $350,000,000 | $0 | Fee-Only |
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
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# 1321857
Firm CRD# 113784
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
4371 US Hwy 17, Suite 201,
Fleming Island,
FL
32003
Phone Number
904-278-1177
Camarda's advisory team is led by Dr. Jeff Camarda. Jeff has both a PhD and Master's in Financial Planning, has another Master's in Tax Law from Georgetown Law, and has completed the CFA®, CFP®, ChFC®, BCM™, CFS® and other programs. The CFA® is widely regarded as the premier portfolio management designation. Jeff is also an admitted IRS Practitioner authorized to represent clients in tax law matters before IRS. He leads Camarda Wealth Advisory Group with a mission rooted in decades of research, practical expertise, and an unwavering commitment to clients' financial well-being. As CEO and Chief Wealth Officer, Jeff combines real-world investment experience with advanced academic and professional credentials to help families grow, protect, and pass on their wealth.
Camarda Wealth is a strictly fee-only fiduciary investment and wealth management firm. We do not accept commissions for any services, ensuring our sole commitment is to our clients' best interests. We call this Wealth Done Right® - and we believe in it so deeply, we trademarked it. Key Highlights: 1. Real Fiduciary: Legally bound to put your interests first. We accept no compensation besides fully disclosed fees. 2. Credentialed & Experienced Advisory Team: Includes PhDs, CFA®, and IRS-admitted tax professionals 3. Total Wealth Care: Fully integrated wealth management services include:
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 11 | 1282 | $877,117,003 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 16 | 569 | $762,517,077 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
|
| 20 | 22 | $416,206,997 | A percentage of AUM, Performance Based |
|
| 2 | 13 | $336,395,120 | A percentage of AUM |
|
| 4 | 486 | $139,268,246 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 3 | 166 | $132,260,621 | A percentage of AUM |
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 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?
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.
