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:
Brett Freese
CFP®, CKA
TrustWell Financial Advisors
Jacksonville, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner / Investment Manager Located in Jacksonville, FL and Serving Clients Nationwide
Michelle Ash
RICP®, CASL®, CFP®
Paragon Wealth Strategies, LLC
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!
Steven 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
George Smith
B.S., M.S.
Smith Bruer Advisors
Tallahassee, FL
Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning
Steven Hiraga
B.S.
Smith Bruer Advisors
Tallahassee, FL
Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning
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
Scott Snider
CRPC®, CFP®
Mellen Money Management LLC
Ponte Vedra, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Investment Management, Student Loans, Tax Planning
Fee-Only Financial Planner locally based in Jacksonville, FL offering investments, retirement, student debt, and college planning.
Jon Castle
MSFS, CFP®
Paragon Wealth Strategies, LLC
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!"
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)
