Fee-OnlyFinder

Advisers in Ponte Vedra, FL

5 advisers in Ponte Vedra — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)

All advisers

Anderson Financial Partners, INC.212 Ponte Vedra Park Drive, Suite 200 · Ponte Vedra, FL 32082 · (904) 280-8995 · Hourly feesCRD 126641 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedCaleo Capital N.A. LLC50 Venture Valley CT · Ponte Vedra, FL 32081 · (609) 838-1245 · Financial planningCRD 308542 · % of assets, Hourly charges, Fixed fees · $111.8 million AUMSEC registeredNo commissions reportedHighland Investment Advisors LLC466 Town Plaza Ave, Ste 330 · Ponte Vedra, FL 32081 · (414) 755-2309 · Financial planningCRD 141694 · % of assets, Fixed fees · $368.3 million AUMSEC registeredNo commissions reportedIntellicapital Advisors LLC4210 Valley Ridge Blvd, Suite 105 · Ponte Vedra, FL 32081 · (866) 438-1958 · Financial planningCRD 316908 · % of assets, Fixed fees · $116.3 million AUMSEC registeredNo commissions reportedLighthouse Retirement90 Fort Wade Rd · Ponte Vedra, FL 32081 · (772) 299-7169 · Financial planningCRD 147403 · % of assets, Hourly charges, Fixed fees · $284.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Ponte Vedra? 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.