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Jacksonville offers lots of opportunities to people who have made a home for themselves in this most populous city in Florida. Its white sandy beaches offer a host of options - sunset cruises, surfing, scuba diving, and more. If you enjoy fishing, there are also top-notch fishing spots within a 30 min drive from downtown.


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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Jacksonville, Florida.

Finding the Top Financial Advisor in Jacksonville, Florida
Last Updated - 10-May-2022

Jacksonville has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 120 non-vetted advisors in your local area. These financial advisors in Jacksonville , Florida have an average of 26 years of experience.

NOTE: The list of financial advisors in Jacksonville , 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 , Florida .

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

Information on Qualified Financial Advisors in Jacksonville

Qualifications CRD# 2798163
FirmCRD# 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


Qualifications CRD# 1162104
FirmCRD# 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.


Top Financial Advisor Firms in Jacksonville, Florida
Firm Name AUM No. of Clients Fee Structure
Timucuan Asset Management Inc
200 West Forsyth Street , Suite 1600,
Jacksonville, FL 32202
$3,206,768,449 585 A percentage of AUM
Fixed fees
Performance Based
Douglas Capital Management Inc
13500 Sutton Park Drive S , Suite 803,
Jacksonville, FL 32224
$273,864,458 44 A percentage of AUM
Riverplace Capital Management Inc
1301 Riverplace Blvd , Suite 2130,
Jacksonville, FL 32207-9032
$200,986,846 284 A percentage of AUM
Gunn & Company Investment Management, Inc.
13901 Sutton Park Drive South , Suite 130,
Jacksonville, FL 32224
$248,095,055 622 A percentage of AUM
Allegiance Financial Advisors, Inc.
3112 St. Johns Bluff Road South,
Jacksonville, FL 32246-3712
$135,272,522 386 A percentage of AUM
Hourly charges
Fixed fees
Nesteggs, Inc.
10407 Centurion Parkway North , Suite 126,
Jacksonville, FL 32256
$378,549,145 397 A percentage of AUM
Hourly charges
Fixed fees
Lighthouse Retirement
12724 Gran Bay Pky. , #453,
Jacksonville, FL 32258
$124,850,196 289 A percentage of AUM
Hourly charges
Fixed fees
Davis Capital Management
4788 Hodges Blvd , Ste # 201,
Jacksonville, FL 32224
$166,500,000 503 A percentage of AUM
Hourly charges
Water Street Capital, Inc.
4306 Pablo Oaks Court,
Jacksonville, FL 32224
$1,588,997,187 5 A percentage of AUM
Performance Based
Sanchez Wealth Management Group, Llc
5150 Belfort Rd., Suite 702,
Jacksonville, FL 32256-6038
$328,164,314 971 A percentage of AUM
Jacksonville Wealth Management
8075 Gate Parkway West , Suite #101,
Jacksonville, FL 32216
$308,782,528 1293 A percentage of AUM
Hourly charges
Fixed fees
Bdo Wealth Advisors, Llc
501 Riverside Avenue , Suite 800,
Jacksonville, FL 32202
$2,133,860,374 3570 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ADVISED ASSETS)
Trustwell Financial Advisors, Llc
8825 Perimeter Park Blvd. , Suite 304,
Jacksonville, FL 32216
$136,063,934 924 A percentage of AUM
Hourly charges
Fixed fees
River Capital Advisors, Lc
5011 Gate Parkway , Building 100, Suite 300,
Jacksonville, FL 32256
$266,780,824 528 A percentage of AUM
Hourly charges
Fixed fees
Toams Financial
1901 University Blvd W,
Jacksonville, FL 32217
$140,000,000 873 A percentage of AUM
Fixed fees

    List of Additional Advisors in Jacksonville, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brandon M Flynn
    Inquire with Brandon
    6817 Southpoint Pkwy, Ste 1001, Jacksonville, FL  32216 904-475-2980
    Aegis Consulting
    Inquire with Aegis
    One Independent Drive, Suite 2901, Jacksonville, FL  32202 904-380-4015
    Avondale Wealth Advisors
    Inquire with Avondale
    904 Margaret Street, Suite 202, Jacksonville, FL  32204 904-683-6211
    Bill Gassett
    Inquire with Bill
    4601 Touchton Rd E, Ste 3120, Jacksonville, FL  32246 904-380-2380
    Bradley D Zimmerman
    Inquire with Bradley
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0286
    Andrea Seebol Smithers
    Inquire with Andrea
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0251
    Andrew Beh
    Inquire with Andrew
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0288
    Arthur H Shad
    Inquire with Arthur
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0211
    Brad Huntley
    Inquire with Brad
    10161 Centurion Pkwy N, Ste 105, Jacksonville, FL  32256 904-801-1670
    Blake Barnes
    Inquire with Blake
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0222
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