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Advisers in Ponte Vedra Beach, FL

13 advisers in Ponte Vedra Beach — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)Flat / fixed fees (6)Retirement plan consulting (5)

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Arthurs Wealth Management220 Ponte Vedra Park Drive, Suite 200 · Ponte Vedra Beach, FL 32082 · (904) 489-7890 · % of assets managedCRD 305342 · % of assets · $94.9 million AUMState registeredNo commissions reportedB&c Financial Advisors110 Professional Drive, Suite 101 · Ponte Vedra Beach, FL 32082 · (904) 273-9850 · Financial planningCRD 110295 · % of assets, Hourly charges, Fixed fees · $626.0 million AUMSEC registeredNo commissions reportedBowen, Hanes & CO INC135 Professional Drive, Suite 103 · Ponte Vedra Beach, FL 32082 · (404) 995-0507 · % of assets managedCRD 105153 · % of assets · $4.6 billion AUMSEC registeredNo commissions reportedCertified Planning Services, LLC822 N A1a Highway, Suite 310 · Ponte Vedra Beach, FL 32082 · (303) 642-6178 · % of assets managedCRD 290667 · % of assets · $28.1 million AUMState registeredNo commissions reportedCoral Reef Advisors LLC13000 Sawgrass Village Circle, Building 9 Suite 48 · Ponte Vedra Beach, FL 32082 · (904) 582-5449 · % of assets managedCRD 328929 · % of assets · $79.8 million AUMState registeredNo commissions reportedFormation Wealth Management822 A1a North, Suite 310 · Ponte Vedra Beach, FL 32082 · (904) 395-5636 · Financial planningCRD 285001 · % of assets, Hourly charges · $41.1 million AUMState registeredNo commissions reportedLiberty Advisory Group, INC.228 Canal Boulevard, Suite 1 · Ponte Vedra Beach, FL 32082 · (904) 834-3544 · Financial planningCRD 334164 · % of assets, Fixed fees · $28.8 million AUMState registeredNo commissions reportedOceanus Capital Partners, LLC822 A1a North, Suite 301 · Ponte Vedra Beach, FL 32082 · (904) 834-3798 · % of assets managedCRD 314081 · % of assets · $73.9 million AUMState registeredNo commissions reportedSapphire Wealth Consulting, INC.1102 A1a North, Suite 202 · Ponte Vedra Beach, FL 32082 · (904) 728-2769 · Financial planningCRD 284007 · % of assets, Fixed fees · $51.6 million AUMState registeredNo commissions reportedSawgrass Asset Management LLC5000 Sawgrass Village Circle, Suite 32 · Ponte Vedra Beach, FL 32082 · (904) 493-5500 · Flat / fixed feesCRD 108831 · % of assets, Fixed fees, Performance-based fees · $2.0 billion AUMSEC registeredNo commissions reported
Skyview Financial Group, LLC816 A1a N, Suite 205 · Ponte Vedra Beach, FL 32082 · (888) 406-0444 · Financial planningCRD 310581 · % of assets, Fixed fees · $286.6 million AUMSEC registeredNo commissions reportedTruewater Wealth818 Jimmy Buffett Memorial Highway, Suite 100 · Ponte Vedra Beach, FL 32082 · (904) 280-0771 · Financial planningCRD 142080 · % of assets, Hourly charges · $74.3 million AUMState registeredNo commissions reportedVigil Wealth Management, LLC822 A1a North, Suite 102 · Ponte Vedra Beach, FL 32082 · (904) 709-4810 · Financial planningCRD 299619 · % of assets, Hourly charges, Fixed fees · $186.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Ponte Vedra 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.