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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 you 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 registrations check. 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 - May 23, 2024

Jacksonville has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Jacksonville, Florida have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Jacksonville, Florida

advisor-photo
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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WARREN EQUITY PARTNERS MANAGER, L.P.
5555 Gate Parkway, Suite 150
Jacksonville, FL, 32256
$3,485,366,6262545
A Percentage of AUM, Performance Based
2
TIMUCUAN ASSET MANAGEMENT INC
200 West Forsyth Street, Suite 1600
Jacksonville, FL, 32202
$2,666,246,99361211
A Percentage of AUM, Fixed Fees, Performance Based
3
WATER STREET CAPITAL, INC.
4306 Pablo Oaks Court,
Jacksonville, FL, 32224
$1,729,574,612516
A Percentage of AUM, Performance Based
4
PARAGON WEALTH STRATEGIES, LLC.
10245 Centurion Pkwy N., Ste. 106
Jacksonville, FL, 32256
$456,298,012150110
A Percentage of AUM, Fixed Fees, Other (REGISTRATION FEES)
5
AUGUSTINE ASSET MANAGEMENT INC
1551 Atlantic Blvd, Suite 103
Jacksonville, FL, 32207-3369
$415,010,2543937
A Percentage of AUM
6
NESTEGGS, INC.
10407 Centurion Parkway North, Suite 126
Jacksonville, FL, 32256
$339,860,56140017
A Percentage of AUM, Hourly charges, Fixed Fees
7
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
7915 Baymeadows Way, Suite 230
Jacksonville, FL, 32256
$280,830,0605485
A Percentage of AUM, Fixed Fees
8
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
5150 Belfort Rd., Suite 702,
Jacksonville, FL, 32256-6038
$278,931,03210212
A Percentage of AUM
9
TACTIVE ADVISORS, LLC
7400 Baymeadows Way, Suite 300
Jacksonville, FL, 32256
$275,133,34285310
A Percentage of AUM
10
JACKSONVILLE WEALTH MANAGEMENT
8075 Gate Parkway West, Suite #101
Jacksonville, FL, 32216
$267,017,540141410
A Percentage of AUM, Hourly charges, Fixed Fees
11
FIG CAPITAL MANAGEMENT, LLC
1000 Riverside Avenue,, Suite 400
Jacksonville, FL, 32204
$260,364,66930
A Percentage of AUM, Performance Based
12
RIVER CAPITAL ADVISORS, LC
5011 Gate Parkway, Building 100, Suite 300
Jacksonville, FL, 32256
$254,104,5926037
A Percentage of AUM, Hourly charges, Fixed Fees
13
DOUGLAS CAPITAL MANAGEMENT INC
13500 Sutton Park Drive S, Suite 803
Jacksonville, FL, 32224
$252,876,4862384
A Percentage of AUM
14
LIFE PLANNING PARTNERS, INC.
6550 St. Augustine Road, Suite 302
Jacksonville, FL, 32217-2847
$232,066,9475514
Hourly charges, Fixed Fees
15
THE PALMER KNIGHT COMPANY
1022 Park Street, Suite 402
Jacksonville, FL, 32204
$212,310,5832723
A Percentage of AUM

Information on Top Retirement Planning firms in Jacksonville, Florida

QualificationsFirm CRD# 295903

Assets Under Management $3,485,366,626

No. Of Clients25

Clients Per Financial Advisor1

WARREN EQUITY PARTNERS MANAGER, L.P. 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 25 clients. The team consists of 45 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
View Full Profile

QualificationsFirm CRD# 105899

Assets Under Management $2,666,246,993

No. Of Clients612

Clients Per Financial Advisor56

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 612 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 158133

Assets Under Management $1,729,574,612

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 16 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
View Full Profile

QualificationsFirm CRD# 146543

Assets Under Management $456,298,012

No. Of Clients1501

Clients Per Financial Advisor150

PARAGON WEALTH STRATEGIES, LLC. is a financial advisory firm situated in Jacksonville, Florida. With a nearly $456M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1501 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (REGISTRATION FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 105801

Assets Under Management $415,010,254

No. Of Clients393

Clients Per Financial Advisor56

AUGUSTINE ASSET MANAGEMENT INC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $415M assets under management, the firm specializes in crafting personalized retirement planning solutions for 393 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 133507

Assets Under Management $339,860,561

No. Of Clients400

Clients Per Financial Advisor24

NESTEGGS, INC. is a financial advisory firm situated in Jacksonville, Florida. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 400 clients. The team consists of 17 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
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 169538

Assets Under Management $280,830,060

No. Of Clients548

Clients Per Financial Advisor110

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $281M assets under management, the firm specializes in crafting personalized retirement planning solutions for 548 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
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 169274

Assets Under Management $278,931,032

No. Of Clients1021

Clients Per Financial Advisor511

SANCHEZ WEALTH MANAGEMENT GROUP, LLC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1021 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 309311

Assets Under Management $275,133,342

No. Of Clients853

Clients Per Financial Advisor85

TACTIVE ADVISORS, LLC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $275M assets under management, the firm specializes in crafting personalized retirement planning solutions for 853 clients. The team consists of 10 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
View Full Profile

QualificationsFirm CRD# 309312

Assets Under Management $267,017,540

No. Of Clients1414

Clients Per Financial Advisor141

JACKSONVILLE WEALTH MANAGEMENT is a financial advisory firm situated in Jacksonville, Florida. With a nearly $267M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1414 clients. The team consists of 10 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 290099

Assets Under Management $260,364,669

No. Of Clients3

Clients Per Financial AdvisorInfinity

FIG CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $260M 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
View Full Profile

QualificationsFirm CRD# 133706

Assets Under Management $254,104,592

No. Of Clients603

Clients Per Financial Advisor86

RIVER CAPITAL ADVISORS, LC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 603 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106262

Assets Under Management $252,876,486

No. Of Clients238

Clients Per Financial Advisor60

DOUGLAS CAPITAL MANAGEMENT INC is a financial advisory firm situated in Jacksonville, Florida. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 238 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 129338

Assets Under Management $232,066,947

No. Of Clients551

Clients Per Financial Advisor138

LIFE PLANNING PARTNERS, INC. is a financial advisory firm situated in Jacksonville, Florida. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 551 clients. The team consists of 4 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 112983

Assets Under Management $212,310,583

No. Of Clients272

Clients Per Financial Advisor91

THE PALMER KNIGHT COMPANY is a financial advisory firm situated in Jacksonville, Florida. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 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
  • Portfolio Management for Business
View Full Profile

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