Fee-Only Financial Advisors in Jacksonville, FL

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

I can work with clients anywhere!

Joseph Piela

CFP®

SAX Wealth Advisors

Jacksonville, FL

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

For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

I can work with clients anywhere!

Guy McPhail

CFP®, CPA/PFS

SAX Wealth Advisors

Jacksonville, FL

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

For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

Melynda Rodgers

CFP®, CLU®, CHSNC®, CLTC®

Waverly Advisors

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Mitigation Strategies, Business Succession and Continuation Planning, Equity Compensation Planning, Planning for Chronic Illness, Charitable Giving, The ‘Exceptional’ Life Planning Process – planning for a loved one with special needs

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

I can work with clients anywhere!

DJ Hunt

CFP®

Moisand Fitzgerald Tamayo, LLC

Jacksonville, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

I can work with clients anywhere!

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

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!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Marie DeCaprio

CFP®, CFA®

SAX Wealth Advisors

Jacksonville, FL

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

For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

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

I can work with clients anywhere!

Robert Simon

MSFP, CFP®, AEP®, CAP®

Waverly Advisors, LLC

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

I can work with clients anywhere!

Gregg Munn

CFP®, CPA

SAX Wealth Advisors

Jacksonville, FL

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

For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Ron Heymann, Jr

CFP®, ChFC®, MBA

Davis Capital Management

Jacksonville, FL

Judson Mallini

CFP®

Together Planning

Jacksonville, FL

Carrie Jones

CFP®

Life Planning Partners, Inc.

Jacksonville, FL

Jane Marchand

NAPFA

Marchand Faries Financial Management, Inc.

Keystone Heights, FL

Troy Davis

Davis Capital Management

Jacksonville, FL

  • Refine Your Search

      Search By Zip Code or City


    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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser