Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Jacksonville Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Jacksonville Beach & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Jacksonville Beach, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Jacksonville Beach, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Jacksonville Beach, 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
ULLMANN WEALTH PARTNERS 1540 The Greens Way, Jacksonville Beach, FL, 32250 | 316697 | $706,788,578 | 1083 | A Percentage of AUM, Hourly charges, Fixed Fees |
INTREPID CAPITAL MANAGEMENT INC 1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL, 32250 | 108516 | $590,233,729 | 342 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
DUBIN CLARK 1030 2nd St. South, Suite 301 Jacksonville Beach, FL, 32250 | 282733 | $508,619,854 | 21 | A Percentage of AUM, Performance Based |
PALM VALLEY CAPITAL MANAGEMENT 422 Jacksonville Drive, Jacksonville Beach, FL, 32250 | 299896 | $219,607,266 | 9 | A Percentage of AUM |
LIONSBRIDGE WEALTH MANAGEMENT LLC 1514 Roberts Drive, Jacksonville Beach, FL, 32250 | 149019 | $120,130,129 | 215 | A Percentage of AUM |
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