Fee-OnlyFinder

Formation Wealth Management

Financial planning in Ponte Vedra Beach, FL

State registeredNo commissions reported

Call (904) 395-5636Send a messageMap ↗

Public-record details

Address
822 A1a North, Suite 310, Ponte Vedra Beach, FL 32082
Phone
(904) 395-5636
Listed under
Financial planning, Hourly fees, % of assets managed
Legal name
Formation Wealth LLC
CRD number
285001
Registration
State registered: FL
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$41.1 million
Accounts managed
102
Clients reported (Form ADV 5.D)
43
Individual / high-net-worth clients
20 / 23
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-13

State registered (FL) investment adviser, CRD 285001, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Ponte Vedra Beach

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 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 reported

All 13 in Ponte Vedra Beach →