Fiduciary advisors in Ponte Vedra, FL

4 registered advisers

Ponte Vedra's 4 SEC-registered fiduciary firms offer services ranging from portfolio oversight, retirement distribution planning, and goal-based investing. 4 are fee-only.

ANDERSON FINANCIAL PARTNERS, INC.

Fee-Only, No ConflictsClean Record
Ponte Vedra, FloridaCRD #126641
Typical Fee--
AUM$1.2B
Minimum--
Clients35

CALEO CAPITAL N.A. LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ponte Vedra, FloridaCRD #308542
Typical Fee--
AUM$101M
Minimum--
Clients190

HIGHLAND INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ponte Vedra, FloridaCRD #141694
Typical Fee1.25%
AUM$368M
Minimum$500,000
Clients1,412

INTELLICAPITAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Ponte Vedra, FloridaCRD #316908
Typical Fee--
AUM$119M
Minimum--
Clients451
Fiduciary Advisors in Ponte Vedra, Florida | FiduciaryListings