What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Jacksonville, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Jacksonville, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Scott Snider
RICP®, CFP®
Paragon Wealth Strategies
Jacksonville, FL
Specialties: Investment Management, Comprehensive Wealth Management, Retirement Income Planning, Executive Stock Options, Tax Planning
Our job is to make your job... optional.
Inga Timmerman
Ph.D., CFP®
Attainable Wealth
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner serving clients across the country virtually. Here is a reference to the type of work I do: https://www.nytimes.com/2018/02/02/your-money/financial-planner.html
Guy McPhail
CFP®, CPA/PFS
SAX Wealth Advisors, LLC
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner in Ewing, NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide
Trishul Patel
CFP®, MBA
Investing Forever Advisory
West Palm Beach, FL
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Analysis, Estate Planning, Tax Planning
Wealth management made simple. 100% Virtual, Fee-Only financial planner located in West Palm Beach, Florida serving clients locally and across the country.
Ian Aguilar
CFP®, MBA
Paragon Wealth Strategies
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
"Our Job is to make YOUR Job... OPTIONAL!"
Jeff McDermott
CFP®, CSLP®
Create Wealth Financial Planning, LLC
Saint Johns, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Saint Johns, FL, serving clients locally and across the country
Kevin Burkle
CFP®, CSLP®
HCP Wealth Planning
Jacksonville, FL
Specialties: Early Retirement Planning, Tax Planning, Retirement Income Planning, Unbiased Rollover Advice, Cash Flow Analysis
For a simple, all-inclusive fee of $2400, over the course of three to four meetings, I'll help you create and implement a comprehensive plan for early retirement
Joseph Piela
CFP®
Sax Wealth Advisors, LLC
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country
Jon Castle
MSFS, CFP®
Paragon Wealth Strategies
Jacksonville, FL
Specialties: Financial Planning for Life Decisions, Retirement Income Optimization, Investment Optimization and Cost Reduction, Investor Coaching & Behavioral Finance, Recession Protocol to Protect Your Investments, Tax Planning & Tax Minimization, Strategies to Protect Your Wealth, Survivor, Estate, & Legacy Planning
"Our Job is to make YOUR Job... OPTIONAL!"
Robert Simon
MSFP, CFP®, AEP®, CAP®
River Capital Advisors, L.C.
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Giving, Estate Planning
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Kevin Lao
CFP®, RICP®
Imagine Financial Security
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Flat Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Brett Freese
CFP®, CKA®
TrustWell Financial Advisors
Jacksonville, FL
Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning
Fee Only Financial Planner / Investment Manager Located in Jacksonville, FL and Serving Clients Nationwide
Gregg Munn
CFP®, CPA
Sax Wealth Advisors, LLC
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Michelle Ash
MSFS, CFP®
Paragon Wealth Strategies
Jacksonville, FL
Specialties: Financial Planning for Life Decisions, Retirement Income Optimization, Investment Optimization and Cost Reduction, Investor Coaching and Behavioral Finance, Recession Protocol to Protect Your Investments, Tax Planning & Tax Minimization, Strategies to Protect Your Wealth, Survivor, Estate, & Legacy Planning
OUR Job is to make YOUR Job... OPTIONAL!
Adam Van Wie
CFP®
Van Wie Financial
Jacksonville Beach, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Jacksonville Beach, FL, serving clients locally and across the country
Jake Skelhorn
CFP®
Spark Wealth Advisors
Jacksonville, FL
Specialties: Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk Management, Estate Planning, Cash Flow Planning
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Marie DeCaprio
CFP®, CFA®
SAX Wealth Advisors, LLC
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the Greater NY area
Dana Carney
MSFP, CFP®, AFC®
River Capital Advisors, L.C.
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Planning, Business Planning, Tax Planning, Cash Flow Planning, Estate Planning, Insurance & Annuity Planning, Education Planning
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
