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!"
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
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.
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
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
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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)
