What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Jacksonville, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Jacksonville, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
DJ Hunt
CFP®
Moisand Fitzgerald Tamayo, LLC
Jacksonville, FL
Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches
Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.
Kevin Lao
CFP®, RICP®
Imagine Financial Security
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
We serve folks over 50 who have saved at least $1mm+ for retirement and want to maximize retirement spending, minimize their lifetime tax bill, and worry less about the financial markets.
Robert Simon
MSFP, CFP®, AEP®, CAP®
Waverly Advisors
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Giving, Estate Planning
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Gregg Munn
CFP®, CPA
SAX Wealth Advisors
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Brett Freese
CFP®, CKA®
TrustWell Financial Advisors
Jacksonville, FL
Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning
Fee Only Financial Planner / Investment Manager Located in Jacksonville, FL and Serving Clients Nationwide
Jeff McDermott
CFP®, CSLP®
Create Wealth Financial Planning, LLC
Saint Johns, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Saint Johns, FL, serving clients locally and across the country
Inga Timmerman
Ph.D., CFP®
Attainable Wealth
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner serving clients across the country virtually. Here is a reference to the type of work I do: https://www.nytimes.com/2018/02/02/your-money/financial-planner.html
Trishul Patel
CFP®, MBA
Investing Forever Advisory
West Palm Beach, FL
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Analysis, Estate Planning, Tax Planning
Wealth management made simple. 100% Virtual, Fee-Only financial planner located in West Palm Beach, Florida serving clients locally and across the country.
Marie DeCaprio
CFP®, CFA®
SAX Wealth Advisors
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Guy McPhail
CFP®, CPA/PFS
SAX Wealth Advisors
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Melynda Rodgers
CFP®, CLU®, CHSNC®, CLTC®
Waverly Advisors
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Mitigation Strategies, Business Succession and Continuation Planning, Equity Compensation Planning, Planning for Chronic Illness, Charitable Giving, The ‘Exceptional’ Life Planning Process – planning for a loved one with special needs
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Adam Van Wie
CFP®
Van Wie Financial
Jacksonville Beach, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Jacksonville Beach, FL, serving clients locally and across the country
Kevin Burkle
CFP®, CSLP®
HCP Wealth Planning
Jacksonville, FL
Specialties: Early Retirement Planning, Tax Planning, Retirement Income Planning, Unbiased Rollover Advice, Cash Flow Analysis
For a simple, all-inclusive fee of $2400, over the course of three to four meetings, I'll help you create and implement a comprehensive plan for early retirement
Jake Skelhorn
CFP®
Spark Wealth Advisors
Jacksonville, FL
Specialties: Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk Management, Estate Planning, Cash Flow Planning
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Joseph Piela
CFP®
SAX Wealth Advisors
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
