Fiduciary advisors in Jacksonville, FL

27 registered advisers

Jacksonville is a military presence (NAS Jacksonville) and corporate anchors like FIS and CSX generate a varied advisory client base, and 27 SEC-registered fiduciary firms serve local investors. Roughly 100% of registered fiduciary firms here are fee-only, totaling 27 practices.

ALLEGIANCE FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #127293
Typical Fee--
AUM$182M
Minimum--
Clients480

AUGUSTINE ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #105801
Typical Fee--
AUM$660M
Minimum--
Clients411

COVINGTONALSINA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #326810
Typical Fee--
AUM$283M
Minimum--
Clients1,241

DAVIS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #149014
Typical Fee--
AUM$225M
Minimum--
Clients225

DOUGLAS CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #106262
Typical Fee--
AUM$282M
Minimum--
Clients314

DOXARA CAPITAL LP

Fee-Only, No ConflictsClean Record
Jacksonville, FloridaCRD #339621
Typical Fee--
AUM$125M
Minimum--
Clients2

FIG CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Jacksonville, FloridaCRD #290099
Typical Fee--
AUM$267M
Minimum--
Clients3

FINANCIAL INDEPENDENCE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #317193
Typical Fee--
AUM$190M
Minimum--
Clients393

GULLANE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #313464
Typical Fee--
AUM$251M
Minimum--
Clients24

GUNN & COMPANY INVESTMENT MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Jacksonville, FloridaCRD #120084
Typical Fee--
AUM$214M
Minimum--
Clients433

IMG WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #285966
Typical Fee--
AUM$210M
Minimum--
Clients1,355

JACKSONVILLE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #309312
Typical Fee--
AUM$534M
Minimum--
Clients2,095

LIFE PLANNING PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #129338
Typical Fee--
AUM$354M
Minimum--
Clients582

LIGHTHOUSE RETIREMENT

Fee-OnlyAlso Compensated via Product Sales
Jacksonville, FloridaCRD #147403
Typical Fee--
AUM$212M
Minimum--
Clients391

MADDEN ADVISORY SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #112607
Typical Fee--
AUM$258M
Minimum--
Clients781

NESTEGGS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #133507
Typical Fee--
AUM$911M
Minimum--
Clients759

OMNITRUST WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #298025
Typical Fee--
AUM$106M
Minimum--
Clients576

RIVER CITY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #314312
Typical Fee--
AUM$180M
Minimum--
Clients367

RIVERPLACE CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #109079
Typical Fee--
AUM$236M
Minimum--
Clients350

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #169274
Typical Fee--
AUM$571M
Minimum--
Clients1,502

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #169538
Typical Fee--
AUM$375M
Minimum--
Clients603

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #132500
Typical Fee--
AUM$152M
Minimum--
Clients150

THE PALMER KNIGHT COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #112983
Typical Fee--
AUM$296M
Minimum--
Clients303

TIMUCUAN ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #105899
Typical Fee--
AUM$3.9B
Minimum--
Clients625

TOAMS FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #300043
Typical Fee--
AUM$106M
Minimum--
Clients628

TRUSTWELL FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #108426
Typical Fee--
AUM$219M
Minimum--
Clients988

WATER STREET CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, FloridaCRD #158133
Typical Fee--
AUM$1.7B
Minimum--
Clients5
Fiduciary Advisors in Jacksonville, Florida | FiduciaryListings