Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Jacksonville, Florida

Jacksonville, Florida, known for its many miles of beautiful white sand beaches and warm year-round sunny weather, is a top place to vacation. High tourism flows through this 840 square-mile city daily, but as a resident, don't let your financial options float away with it. As the cost of living in this city is 7% lower than the national average, working with a financial advisor would allow you to benefit financially in this low-cost city. If you are looking to improve your retirement and investment planning strategies, look no further than FinancialAdvisor.net. With over 2,252 financial advisors in the Jacksonville area, our mission is to connect you to 1-3 top-vetted advisors that meet your specific needs, understand your goals, and help you grow your finances for the future.

How To Find The Best Financial Advisors in Jacksonville, Florida
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Jacksonville, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 26 non-vetted financial advisors in Jacksonville, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Jacksonville, Florida have an average of 28 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Jacksonville, Florida

David H. Morgan

R.E.A.P., Llc

386-793-8981

Address

4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256 See Details

Top Financial Advisor Firms in Jacksonville, Florida (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
WARREN EQUITY PARTNERS MANAGER, L.P. 5555 Gate Parkway, Suite 150 Jacksonville, FL, 32256	295903	$3,485,366,626	25	A Percentage of AUM, Performance Based
TIMUCUAN ASSET MANAGEMENT INC 200 West Forsyth Street, Suite 1600 Jacksonville, FL, 32202	105899	$2,666,246,993	612	A Percentage of AUM, Fixed Fees, Performance Based
WATER STREET CAPITAL, INC. 4306 Pablo Oaks Court, Jacksonville, FL, 32224	158133	$1,729,574,612	5	A Percentage of AUM, Performance Based
PARAGON WEALTH STRATEGIES, LLC. 10245 Centurion Pkwy N., Ste. 106 Jacksonville, FL, 32256	146543	$456,298,012	1501	A Percentage of AUM, Fixed Fees, Other (REGISTRATION FEES)
AUGUSTINE ASSET MANAGEMENT INC 1551 Atlantic Blvd, Suite 103 Jacksonville, FL, 32207-3369	105801	$415,010,254	393	A Percentage of AUM
NESTEGGS, INC. 10407 Centurion Parkway North, Suite 126 Jacksonville, FL, 32256	133507	$339,860,561	400	A Percentage of AUM, Hourly charges, Fixed Fees
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC 7915 Baymeadows Way, Suite 230 Jacksonville, FL, 32256	169538	$280,830,060	548	A Percentage of AUM, Fixed Fees
SANCHEZ WEALTH MANAGEMENT GROUP, LLC 5150 Belfort Rd., Suite 702, Jacksonville, FL, 32256-6038	169274	$278,931,032	1021	A Percentage of AUM
TACTIVE ADVISORS, LLC 7400 Baymeadows Way, Suite 300 Jacksonville, FL, 32256	309311	$275,133,342	853	A Percentage of AUM
JACKSONVILLE WEALTH MANAGEMENT 8075 Gate Parkway West, Suite #101 Jacksonville, FL, 32216	309312	$267,017,540	1414	A Percentage of AUM, Hourly charges, Fixed Fees
FIG CAPITAL MANAGEMENT, LLC 1000 Riverside Avenue,, Suite 400 Jacksonville, FL, 32204	290099	$260,364,669	3	A Percentage of AUM, Performance Based
RIVER CAPITAL ADVISORS, LC 5011 Gate Parkway, Building 100, Suite 300 Jacksonville, FL, 32256	133706	$254,104,592	603	A Percentage of AUM, Hourly charges, Fixed Fees
DOUGLAS CAPITAL MANAGEMENT INC 13500 Sutton Park Drive S, Suite 803 Jacksonville, FL, 32224	106262	$252,876,486	238	A Percentage of AUM
LIFE PLANNING PARTNERS, INC. 6550 St. Augustine Road, Suite 302 Jacksonville, FL, 32217-2847	129338	$232,066,947	551	Hourly charges, Fixed Fees
THE PALMER KNIGHT COMPANY 1022 Park Street, Suite 402 Jacksonville, FL, 32204	112983	$212,310,583	272	A Percentage of AUM

Select other cities around Jacksonville, Florida to broaden your search for a financial advisor

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