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Find Retirement Advisors for Retirement Planning in Jacksonville, Florida

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Jacksonville, Florida

Last Updated - April 24, 2025

Jacksonville has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 25 non-vetted advisors in your local area. These retirement advisors in Jacksonville, Florida have an average of 34 years of experience.

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List of Qualified Retirement Planning Advisors in Jacksonville, Florida

advisor
vector.svg VERIFIED

David H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., Llc

Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65

Minimum Assets Required
$25,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor

Qualifications
CRD# 1321857
Firm CRD# 113784
Series 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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Top 15 Retirement Planning firms in Jacksonville, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5555 Gate Parkway, Suite 150
Jacksonville, FL, 32256
$4,572,992,9613553
A percentage of AUM, Performance Based
2

200 West Forsyth Street, Suite 1600
Jacksonville, FL, 32202
$3,308,171,10359311
A percentage of AUM, Fixed fees, Performance Based
3

4306 Pablo Oaks Court,
Jacksonville, FL, 32224
$2,064,815,125518
A percentage of AUM, Performance Based
4

10407 Centurion Parkway North, Suite 126
Jacksonville, FL, 32256
$484,202,82244118
A percentage of AUM, Hourly charges, Fixed fees
5

1551 Atlantic Blvd, Suite 301
Jacksonville, FL, 32207-3369
$477,047,5444087
A percentage of AUM
6

8075 Gate Parkway West, Suite #101
Jacksonville, FL, 32216
$434,636,132184113
A percentage of AUM, Hourly charges, Fixed fees
7

7400 Baymeadows Way, Suite 300
Jacksonville, FL, 32256
$405,807,89812003
A percentage of AUM
8

4500 Salisbury Rd, Suite 350
Jacksonville, FL, 32216
$342,491,7225776
A percentage of AUM, Fixed fees
9

5150 Belfort Rd., Suite 702,
Jacksonville, FL, 32256-6038
$342,155,11210692
A percentage of AUM, Fixed fees
10

6550 St. Augustine Road, Suite 302
Jacksonville, FL, 32217-2847
$311,965,7665997
Hourly charges, Fixed fees
11

13500 Sutton Park Drive S, Suite 803
Jacksonville, FL, 32224
$282,486,5253144
A percentage of AUM
12

5200 Belfort Road, Suite 410
Jacksonville, FL, 32256
$258,473,2387815
A percentage of AUM, Hourly charges, Fixed fees
13

1022 Park Street, Suite 402
Jacksonville, FL, 32204
$251,517,0953012
A percentage of AUM
14

1301 Riverplace Blvd, Suite 2130
Jacksonville, FL, 32207-9032
$212,526,4333197
A percentage of AUM
15

1000 Riverside Avenue,, Suite 400
Jacksonville, FL, 32204
$197,754,56630
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Jacksonville, Florida

QualificationsFirm CRD# 295903

Assets Under Management $4,572,992,961

No. Of Clients35

Clients Per Financial Advisor1

WARREN EQUITY PARTNERS MANAGER, L.P. is a financial advisory firm situated in Jacksonville, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 105899

Assets Under Management $3,308,171,103

No. Of Clients593

Clients Per Financial Advisor54

TIMUCUAN ASSET MANAGEMENT INC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 593 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 158133

Assets Under Management $2,064,815,125

No. Of Clients5

Clients Per Financial Advisor0

WATER STREET CAPITAL, INC. is a financial advisory firm situated in Jacksonville, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 133507

Assets Under Management $484,202,822

No. Of Clients441

Clients Per Financial Advisor25

NESTEGGS, INC. is a financial advisory firm situated in Jacksonville, Florida. With a nearly $484M assets under management, the firm specializes in crafting personalized retirement planning solutions for 441 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
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QualificationsFirm CRD# 105801

Assets Under Management $477,047,544

No. Of Clients408

Clients Per Financial Advisor58

AUGUSTINE ASSET MANAGEMENT INC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $477M assets under management, the firm specializes in crafting personalized retirement planning solutions for 408 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 309312

Assets Under Management $434,636,132

No. Of Clients1841

Clients Per Financial Advisor142

JACKSONVILLE WEALTH MANAGEMENT is a financial advisory firm situated in Jacksonville, Florida. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1841 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 309311

Assets Under Management $405,807,898

No. Of Clients1200

Clients Per Financial Advisor400

TACTIVE ADVISORS, LLC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1200 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 169538

Assets Under Management $342,491,722

No. Of Clients577

Clients Per Financial Advisor96

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $342M assets under management, the firm specializes in crafting personalized retirement planning solutions for 577 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 169274

Assets Under Management $342,155,112

No. Of Clients1069

Clients Per Financial Advisor535

SANCHEZ WEALTH MANAGEMENT GROUP, LLC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $342M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1069 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 129338

Assets Under Management $311,965,766

No. Of Clients599

Clients Per Financial Advisor86

LIFE PLANNING PARTNERS, INC. is a financial advisory firm situated in Jacksonville, Florida. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 599 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 106262

Assets Under Management $282,486,525

No. Of Clients314

Clients Per Financial Advisor79

DOUGLAS CAPITAL MANAGEMENT INC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 314 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 112607

Assets Under Management $258,473,238

No. Of Clients781

Clients Per Financial Advisor156

MADDEN ADVISORY SERVICES, INC. is a financial advisory firm situated in Jacksonville, Florida. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 781 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 112983

Assets Under Management $251,517,095

No. Of Clients301

Clients Per Financial Advisor151

THE PALMER KNIGHT COMPANY is a financial advisory firm situated in Jacksonville, Florida. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 301 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 109079

Assets Under Management $212,526,433

No. Of Clients319

Clients Per Financial Advisor46

RIVERPLACE CAPITAL MANAGEMENT INC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 319 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 290099

Assets Under Management $197,754,566

No. Of Clients3

Clients Per Financial AdvisorInfinity

FIG CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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