Fee-OnlyFinder

% of assets managed in Jacksonville, FL

35 advisers in Jacksonville offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 35

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 reportedAugustine Asset Management INC1551 Atlantic Blvd, Suite 301 · Jacksonville, FL 32207 · (904) 396-6944 · % of assets managedCRD 105801 · % of assets · $783.3 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 reported
Farmand Investment Services, INC.4233 Atlantic Blvd · Jacksonville, FL 32207 · (904) 396-6838 · Financial planningCRD 144427 · % of assets, Other · $28.5 million AUMState registeredNo commissions reportedFinancial Independence Advisors, LLC4350 Pablo Professional Court · Jacksonville, FL 32224 · (904) 605-4545 · Financial planningCRD 317193 · % of assets · $189.6 million AUMSEC registeredNo commissions reportedForrest Investment Management, INC.6022 San Jose Blvd., Suite 301 · Jacksonville, FL 32217 · (904) 903-5567 · % of assets managedCRD 141879 · % of assets · $85.2 million AUMState 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 reportedGunn & Company Investment Management, INC.13901 Sutton Park Drive South, Suite 130 · Jacksonville, FL 32224 · (904) 296-2025 · % of assets managedCRD 120084 · % of assets · $213.5 million AUMSEC registeredNo commissions reportedHeritage Financial Advisory, LLC10199 Southside Blvd, Suite 105 · Jacksonville, FL 32256 · (904) 528-7777 · % of assets managedCRD 315898 · % of assets · $19.2 million AUMState 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 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 reportedSt. Johns Investment Management Company, LLC4500 Salisbury Rd, Suite 350 · Jacksonville, FL 32216 · (904) 379-7903 · Flat / fixed feesCRD 169538 · % of assets, Fixed fees · $374.8 million AUMSEC registeredNo commissions reportedSt. Nicholas Private Asset Management, INC.6817 Southpoint Parkway, Suite 1204 · Jacksonville, FL 32216 · (904) 470-0102 · % of assets managedCRD 132500 · % of assets · $151.0 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 reportedThe Palmer Knight Company1920 San Marco Blvd. · Jacksonville, FL 32207 · (904) 358-9080 · % of assets managedCRD 112983 · % of assets · $285.4 million AUMSEC registeredNo commissions reportedTimucuan Asset Management INC1 Tower Court, Suite 600 · Jacksonville, FL 32202 · (904) 356-1739 · Flat / fixed feesCRD 105899 · % of assets, Fixed fees, Performance-based fees · $3.8 billion AUMSEC 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