Fee-OnlyFinder

Advisers in Jacksonville Beach, FL

8 advisers in Jacksonville Beach — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Fortress Wealth Planning1400 Marsh Landing Pkwy., Suite 112 · Jacksonville Beach, FL 32250 · (904) 301-4545 · Financial planningCRD 307618 · % of assets, Fixed fees · $793.9 million AUMSEC registeredNo commissions reportedIntrepid Capital Management INC1400 Marsh Landing Parkway Ste 106 · Jacksonville Beach, FL 32250 · (904) 246-3433 · Financial planningCRD 108516 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedLionsbridge Wealth Management LLC1514 Roberts Drive · Jacksonville Beach, FL 32250 · (904) 897-0390 · % of assets managedCRD 149019 · % of assets · $122.4 million AUMSEC registeredNo commissions reportedMooney Financial320 1st Street N, #705 · Jacksonville Beach, FL 32250 · (904) 359-8469 · Financial planningCRD 332904 · % of assets · $92.5 million AUMState registeredNo commissions reportedPalm Valley Capital Management422 Jacksonville Drive · Jacksonville Beach, FL 32250 · (904) 747-2345 · % of assets managedCRD 299896 · % of assets · $281.6 million AUMSEC registeredNo commissions reportedStandfast Asset Management, LLC1548 the Greens Way · Jacksonville Beach, FL 32250 · (904) 285-2130 · Hourly feesCRD 136671 · % of assets, Hourly charges, Fixed fees · $100.6 million AUMState registeredNo commissions reportedStrivus Wealth Partners LLC1538 the Greens Way, Suite 105 · Jacksonville Beach, FL 32250 · (904) 685-1505 · Financial planningCRD 173580 · % of assets, Hourly charges, Fixed fees · $159.1 million AUMSEC registeredNo commissions reportedUllmann Wealth Partners1540 the Greens Way · Jacksonville Beach, FL 32250 · (904) 280-3700 · Financial planningCRD 316697 · % of assets, Hourly charges · $1.3 billion AUMSEC registeredNo commissions reported
Talking to advisers in Jacksonville Beach? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.