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:

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!"

William Hart

Retirement Strategies, Inc.

Jacksonville, FL

Mary Beth Neeley

Retirement Strategies, Inc.

Jacksonville, FL

Jesse Andrew-Tye Crews

Retirement Strategies, Inc.

Jacksonville, FL

Tiffany Beard

Retirement Strategies, Inc.

Jacksonville, FL

Timothy Utecht

Life Planning Partners, Inc.

Jacksonville, FL

Benjamin Davis

Retirement Strategies, Inc.

Jacksonville, FL

Stephanie Remisiewicz

Retirement Strategies, Inc.

Jacksonville, FL

Stephen Faries

Marchand Faries Financial Management, Inc.

Jacksonville, FL

Carolyn McClanahan

Life Planning Partners, Inc.

Jacksonville, FL

Jane Marchand

Marchand Faries Financial Management, Inc.

Jacksonville, FL

Katie Burke

Wealth by Empowerment

Jacksonville, FL

Carrie Jones

CFP®

Life Planning Partners, Inc.

Jacksonville, FL

James W. Carr

Retirement Strategies, Inc.

Jacksonville, FL

Chris Daunhauer

TrustWell Financial Advisors

Jacksonville, FL

John Faries

Marchand Faries Financial Management, Inc.

Jacksonville, FL

  • 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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