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Financial planning in Jacksonville, FL

28 advisers in Jacksonville offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 28

369 Financial LLC9428 Baymeadows Rd, Suite 502 · Jacksonville, FL 32256 · (904) 746-9485 · Financial planningCRD 307530 · % of assets, Hourly charges, Fixed fees · $12.3 million AUMState registeredNo commissions reportedAllegiance Financial Advisors, INC.3112 St. Johns Bluff Road South · Jacksonville, FL 32246 · (904) 642-4401 · Financial planningCRD 127293 · % of assets, Hourly charges, Fixed fees · $181.9 million AUMSEC registeredNo commissions reportedBull & Bear Capital Advisors, LLC3625 Valverde Circle · Jacksonville, FL 32224 · (904) 363-3600 · Financial planningCRD 137453 · % of assets, Hourly charges, Fixed fees · $317,327 AUMState registeredNo commissions reportedCapital Asset Advisory, INC.8825 Perimeter Park Blvd. Suite 203 · Jacksonville, FL 32216 · (904) 997-1221 · Financial planningCRD 125685 · % of assets, Hourly charges, Fixed fees · $60.6 million AUMState registeredNo commissions reportedContemporary Financial Planning6821 Southpoint Dr N, Suite 125 · Jacksonville, FL 32216 · (904) 217-6377 · Financial planningCRD 314869 · % of assets, Hourly charges, Fixed fees · $48.0 million AUMState registeredNo commissions reportedCovingtonalsina2114 Oak Street · Jacksonville, FL 32204 · (904) 449-7326 · Financial planningCRD 326810 · % of assets, Hourly charges, Fixed fees · $282.9 million AUMSEC registeredNo commissions reportedD2 Capital Management1301 Riverplace Blvd, Suite 800 · Jacksonville, FL 32207 · (904) 248-9871 · Financial planningCRD 156362 · % of assets, Hourly charges, Performance-based fees · $24.5 million AUMState registeredNo commissions reportedDavis Capital Management4788 Hodges Blvd, Ste # 201 · Jacksonville, FL 32224 · (904) 223-0510 · Financial planningCRD 149014 · % of assets, Hourly charges · $259.0 million AUMSEC registeredNo commissions reportedDouglas Capital Management INC4230 Pablo Professional Court, Suite 208 · Jacksonville, FL 32224 · (904) 285-7866 · Financial planningCRD 106262 · % of assets · $295.2 million AUMSEC registeredNo commissions reportedFarmand Investment Services, INC.4233 Atlantic Blvd · Jacksonville, FL 32207 · (904) 396-6838 · Financial planningCRD 144427 · % of assets, Other · $28.5 million AUMState registeredNo commissions reported
Financial Independence Advisors, LLC4350 Pablo Professional Court · Jacksonville, FL 32224 · (904) 605-4545 · Financial planningCRD 317193 · % of assets · $189.6 million AUMSEC registeredNo commissions reportedGryphon Wealth4600 Touchton Road E, Building 200,, Suite 110 · Jacksonville, FL 32246 · (904) 450-5330 · Financial planningCRD 339969 · % of assets · $3.2 billion AUMSEC registeredNo commissions reportedImg Wealth Management, INC.8771 Perimeter Park CT., Suite 102 · Jacksonville, FL 32216 · (904) 731-9955 · Financial planningCRD 285966 · % of assets, Hourly charges, Fixed fees · $209.7 million AUMSEC registeredNo commissions reportedJacksonville Wealth Management8075 Gate Parkway West, Suite #101 · Jacksonville, FL 32216 · (904) 923-7526 · Financial planningCRD 309312 · % of assets, Hourly charges, Fixed fees · $533.5 million AUMSEC registeredNo commissions reportedJlp Investments12574 Flagler Center Blvd, Ste 101 · Jacksonville, FL 32258 · (904) 634-7780 · Financial planningCRD 330948 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedLife Planning Partners, INC.6550 St. Augustine Road, Suite 302 · Jacksonville, FL 32217 · (904) 448-5158 · Financial planningCRD 129338 · Hourly charges, Fixed fees · $354.0 million AUMSEC registeredNo commissions reportedMadden Advisory Services, INC.5200 Belfort Road, Suite 410 · Jacksonville, FL 32256 · (904) 296-1127 · Financial planningCRD 112607 · % of assets, Hourly charges, Fixed fees · $291.7 million AUMSEC registeredNo commissions reportedMash Financial Planning8833 Perimeter Park Blvd, Suite 1003 · Jacksonville, FL 32216 · (904) 449-7600 · Financial planningCRD 300937 · % of assets, Fixed fees · $13.9 million AUMState registeredNo commissions reportedNesteggs, INC.10407 Centurion Parkway North, Suite 126 · Jacksonville, FL 32256 · (904) 348-3131 · Financial planningCRD 133507 · % of assets, Hourly charges, Fixed fees · $911.3 million AUMSEC registeredNo commissions reportedOmnitrust Wealth Management, INC.9428 Baymeadows Road, Suite 100 · Jacksonville, FL 32256 · (904) 619-4351 · Financial planningCRD 298025 · % of assets, Hourly charges, Fixed fees · $107.2 million AUMSEC registeredNo commissions reportedRiver City Wealth Management10175 Fortune Pkwy, Unit 603 · Jacksonville, FL 32256 · (904) 374-9098 · Financial planningCRD 314312 · % of assets, Hourly charges, Fixed fees · $179.6 million AUMSEC registeredNo commissions reportedRiverplace Capital Management INC1301 Riverplace Blvd, Suite 2130 · Jacksonville, FL 32207 · (904) 346-3460 · Financial planningCRD 109079 · % of assets · $267.4 million AUMSEC registeredNo commissions reportedSanchez Wealth Management Group, LLC5150 Belfort Rd., Suite 702 · Jacksonville, FL 32256 · (904) 281-9261 · Financial planningCRD 169274 · % of assets, Hourly charges, Fixed fees · $571.2 million AUMSEC registeredNo commissions reportedSchaffer & Company Asset Management, INC.13616 Queens Harbor Blvd N · Jacksonville, FL 32225 · (585) 563-8626 · Financial planningCRD 138463 · % of assets, Hourly charges, Fixed fees · $90.8 million AUMSEC registeredNo commissions reportedStillblue Financial Partners, LLC301 W. Bay Street, Suite 14111 · Jacksonville, FL 32202 · (904) 296-9636 · Financial planningCRD 168477 · % of assets, Hourly charges · $107.1 million AUMState registeredNo commissions reportedToams Financial1901 University Blvd W · Jacksonville, FL 32217 · (904) 733-5321 · Financial planningCRD 300043 · % of assets, Fixed fees · $108.8 million AUMSEC registeredNo commissions reportedTrustwell Financial Advisors, LLC8825 Perimeter Park Blvd., Suite 304 · Jacksonville, FL 32216 · (904) 996-7800 · Financial planningCRD 108426 · % of assets, Hourly charges, Fixed fees · $260.8 million AUMSEC registeredNo commissions reportedWoman to Woman Financial6620 Southpoint Drive S., Suite 500 · Jacksonville, FL 32216 · (904) 753-5250 · Financial planningCRD 325771 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMState registeredNo commissions reported