Question 1

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

Accepted Answer

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.

Question 2

How can I pick a good financial advisor?

Accepted Answer

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.

Question 3

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

Accepted Answer

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.

Question 4

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

Accepted Answer

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.

Question 5

What type of financial advisor do I need?

Accepted Answer

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.

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BOWEN, HANES & CO INC 135 Professional Drive, Suite 103 Ponte Vedra Beach, FL, 32082	105153	$3,268,585,428	229	A Percentage of AUM
SAWGRASS ASSET MANAGEMENT LLC 5000 Sawgrass Village Circle, Suite 32 Ponte Vedra Beach, FL, 32082	108831	$2,107,977,271	227	A Percentage of AUM, Fixed Fees, Performance Based
CHARLES D. HYMAN & COMPANY 224 Ponte Vedra Park Drive, Suite 200 Ponte Vedra Beach, FL, 32082	105923	$1,970,206,741	997	A Percentage of AUM, Fixed Fees
QUANTITATIVE SYSTEMATIC STRATEGIES LLC 13000 Sawgrass Village Circle, Building 2 - Unit 10 Ponte Vedra Beach, FL, 32082	165895	$1,204,958,858	2	A Percentage of AUM, Fixed Fees
B&C FINANCIAL ADVISORS 110 Professional Drive, Suite 101 Ponte Vedra Beach, FL, 32082	110295	$462,279,635	1142	A Percentage of AUM, Hourly charges, Fixed Fees
FORTRESS WEALTH PLANNING 814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL, 32082	307618	$340,061,720	480	A Percentage of AUM, Fixed Fees
MOS CAPITAL, INC. 1102 A1a North, Suite 202 Ponte Vedra Beach, FL, 32082	109612	$173,911,804	317	A Percentage of AUM, Hourly charges
VIGIL WEALTH MANAGEMENT, LLC 822 A1a North, Suite 102 Ponte Vedra Beach, FL, 32082	299619	$104,790,761	338	A Percentage of AUM, Hourly charges, Fixed Fees

Find The Best Financial Advisors in Ponte Vedra Beach, Florida

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

List of Qualified Financial Advisors in Ponte Vedra Beach, Florida

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Top Financial Advisor Firms in Ponte Vedra Beach, Florida (Ranked by AUM)

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