Fee-Only Financial Planners in Jacksonville, FL

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Jacksonville, FL:

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

Robert Simon

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

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

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

Kevin Lao

CFP®

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

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!"

I can work with clients anywhere!

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!

I can work with clients anywhere!

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

I can work with clients anywhere!

Scott Snider

CRPC®, CFP®

Paragon Wealth Strategies

Jacksonville, FL

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Student Loans, Tax Planning

Our job is to make your job... optional.

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.

I can work with clients anywhere!

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

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

Stephen Kyle

CFP®

River Capital Advisors, L.C.

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow Management, Insurance Planning, College Education Planning, Tax Planning

Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country

I can work with clients anywhere!

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!"

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 Pennington NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide

Kevin Burkle

CFP®, CSLP®

HCP Wealth Planning

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Cash Flow Analysis, Unbiased Rollover Advice, Student Loan Planning, Tax Planning, College Education Planning

Flat Fee, Advice-Only financial planner. I'll help you create a detailed roadmap for your financial future without requiring you to have me manage your assets.

Ron Heymann, Jr

CFP®, ChFC®, MBA

Davis Capital Management

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

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

Carolyn McClanahan

Life Planning Partners, Inc.

Jacksonville, FL

Jane Marchand

NAPFA

Marchand Faries Financial Management, Inc.

Keystone Heights, FL

Chris Daunhauer

TrustWell Financial Advisors

Jacksonville, FL

Steven Van Wie

CFP®

Van Wie Financial

Jacksonville Beach, FL

Carrie Jones

CFP®

Life Planning Partners, Inc.

Jacksonville, FL

Stephen Faries

Marchand Faries Financial Management, Inc.

Keystone Heights, FL

Tim Utecht

Life Planning Partners, Inc.

Jacksonville, FL

Joseph Loss

CFP®

Life Planning Partners, Inc.

Jacksonville, FL

Judson Mallini

CFP®

Together Planning

Jacksonville, FL

Edward Schmitzer

CPA/PFS, CFP®

River Capital Advisors, L.C.

Jacksonville, FL

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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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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