FL · Jacksonville

Fiduciary advisors in Jacksonville, FL

23 advisors with offices in Jacksonville. Credentials, fee structures, and minimums are disclosed on each listing.

23 listed
23 results in Jacksonville

369 Financial

Fiduciary ★5.0(24)

Jacksonville, Florida

Fee-Only

Estate Planning Investment Management

369 Financial is a trusted investment advisory firm serving clients in Jacksonville, Florida. The firm provides expertise in comprehensive financial planning and investment portfolio management. The firm operates on a Fee-Only basis. With a 5-star Google rating from 24 reviews, 369 Financial is well-regarded by clients in the area. Call 369 Financial today to explore personalized financial planning options

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Andreas Heinrich, CPCU®️ at Prudential Advisors

★4.6(18)

Jacksonville, Florida

Insurance-Based

Retirement Planning

Andreas Heinrich, CPCU®️ at Prudential Advisors is a financial advisory firm in Jacksonville, Florida dedicated to helping clients achieve their financial objectives. Areas of focus include comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. With a 4.6-star Google rating from 18 reviews, Andreas Heinrich, CPCU®️ at Prudential Advisors is well-regarded by clients in the area. Call Andreas Heinrich, CPCU®️ at Prudential Advisors today to explore personalized financial planning options

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Atlantic Edge Private Wealth Management, LLC

Fiduciary ★5.0(7)

Jacksonville, Florida

CFP

Investment Management Wealth Management

Atlantic Edge Private Wealth Management, LLC helps individuals and families in Jacksonville, Florida build and protect their wealth through comprehensive financial planning. The firm provides expertise in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. Clients have given Atlantic Edge Private Wealth Management, LLC a 5-star rating across 7 reviews. Advisors at the firm are credentialed with CFP designations. Call Atlantic Edge Private Wealth Management, LLC today to explore personalized financial planning options

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Davis Capital Management

Fiduciary ★4.8(25)

Jacksonville, Florida

Fee-Only

Estate Planning Retirement Planning

Davis Capital Management is a financial advisory firm in Jacksonville, Florida dedicated to helping clients achieve their financial objectives. Clients benefit from estate planning and wealth transfer strategies, comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. Davis Capital Management charges on a Fee-Only fee structure. With a 4.8-star Google rating from 25 reviews, Davis Capital Management is well-regarded by clients in the area. Get in touch with Davis Capital Management to start working toward your investment and retirement goals

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First Coast Financial Group

★5.0(20)

Jacksonville, Florida

Retirement Planning

First Coast Financial Group is a trusted investment advisory firm serving clients in Jacksonville, Florida. Their advisory team specializes in comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. Clients have given First Coast Financial Group a 5-star rating across 20 reviews. Reach out to First Coast Financial Group to learn how their advisors can help you build a stronger financial future

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Kastelz Wealth Management

★5.0(9)

Jacksonville, Florida

Investment Management Wealth Management

Based in Jacksonville, Kastelz Wealth Management provides personalized financial planning and investment management services. Clients benefit from professional portfolio management and asset allocation and holistic wealth management for high-net-worth clients. With a 5-star Google rating from 9 reviews, Kastelz Wealth Management is well-regarded by clients in the area. Call Kastelz Wealth Management today to explore personalized financial planning options

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Katharyn S. Woods - Raymond James

Jacksonville, Florida

Retirement Planning

Serving the Jacksonville community, Katharyn S. Woods - Raymond James offers professional investment advisory services tailored to each client's goals. Clients benefit from comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. Reach out to Katharyn S. Woods - Raymond James to learn how their advisors can help you build a stronger financial future

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Merit Financial Advisors

★5.0(1)

Jacksonville, Florida

CPA

Retirement Planning

Merit Financial Advisors is a trusted investment advisory firm serving clients in Jacksonville, Florida. Areas of focus include comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. With a 5-star Google rating from 1 reviews, Merit Financial Advisors is well-regarded by clients in the area. Advisors at the firm are credentialed with CPA designations. Contact Merit Financial Advisors to schedule a consultation and discuss your financial goals

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Paragon Wealth Strategies

★5.0(3)

Jacksonville, Florida

CFP

Retirement Planning

Paragon Wealth Strategies is a financial advisory firm in Jacksonville, Florida dedicated to helping clients achieve their financial objectives. Their advisory team specializes in comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. The firm holds a 5-star rating based on 3 reviews. Paragon Wealth Strategies's professionals hold CFP certifications. Call Paragon Wealth Strategies today to explore personalized financial planning options

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Raymond James & Associates

★4.0(4)

Jacksonville, Florida

Retirement Planning

Raymond James & Associates is a trusted investment advisory firm serving clients in Jacksonville, Florida. Areas of focus include comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. With a 4-star Google rating from 4 reviews, Raymond James & Associates is well-regarded by clients in the area. Reach out to Raymond James & Associates to learn how their advisors can help you build a stronger financial future

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Riverside Wealth Advisors - Jacksonville Office

★5.0(2)

Jacksonville, Florida

Investment Management

Based in Jacksonville, Riverside Wealth Advisors - Jacksonville Office provides personalized financial planning and investment management services. The firm provides expertise in comprehensive financial planning. The firm holds a 5-star rating based on 2 reviews. Call Riverside Wealth Advisors - Jacksonville Office today to explore personalized financial planning options

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St. Johns Asset Management, LLC

Fiduciary ★5.0(18)

Jacksonville, Florida

Retirement Planning

Based in Jacksonville, St. Johns Asset Management, LLC provides personalized financial planning and investment management services. The firm provides expertise in comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. Clients have given St. Johns Asset Management, LLC a 5-star rating across 18 reviews. Contact St. Johns Asset Management, LLC to schedule a consultation and discuss your financial goals

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Financial advisors in Jacksonville, Florida

Advisors serving Jacksonville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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