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Financial planning in Ponte Vedra, FL

4 advisers in Ponte Vedra offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Caleo 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