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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 - April 18, 2024Jacksonville 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
VERIFIEDDavid 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Jacksonville, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WARREN EQUITY PARTNERS MANAGER, L.P. 5555 Gate Parkway, Suite 150 Jacksonville, FL, 32256 | $3,485,366,626 | 25 | 45 | A Percentage of AUM, Performance Based |
| 2 | TIMUCUAN ASSET MANAGEMENT INC 200 West Forsyth Street, Suite 1600 Jacksonville, FL, 32202 | $2,666,246,993 | 612 | 11 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | WATER STREET CAPITAL, INC. 4306 Pablo Oaks Court, Jacksonville, FL, 32224 | $1,729,574,612 | 5 | 16 | A Percentage of AUM, Performance Based |
| 4 | PARAGON WEALTH STRATEGIES, LLC. 10245 Centurion Pkwy N., Ste. 106 Jacksonville, FL, 32256 | $456,298,012 | 1501 | 10 | A Percentage of AUM, Fixed Fees, Other (REGISTRATION FEES) |
| 5 | AUGUSTINE ASSET MANAGEMENT INC 1551 Atlantic Blvd, Suite 103 Jacksonville, FL, 32207-3369 | $415,010,254 | 393 | 7 | A Percentage of AUM |
| 6 | NESTEGGS, INC. 10407 Centurion Parkway North, Suite 126 Jacksonville, FL, 32256 | $339,860,561 | 400 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC 7915 Baymeadows Way, Suite 230 Jacksonville, FL, 32256 | $280,830,060 | 548 | 5 | A Percentage of AUM, Fixed Fees |
| 8 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC 5150 Belfort Rd., Suite 702, Jacksonville, FL, 32256-6038 | $278,931,032 | 1021 | 2 | A Percentage of AUM |
| 9 | TACTIVE ADVISORS, LLC 7400 Baymeadows Way, Suite 300 Jacksonville, FL, 32256 | $275,133,342 | 853 | 10 | A Percentage of AUM |
| 10 | JACKSONVILLE WEALTH MANAGEMENT 8075 Gate Parkway West, Suite #101 Jacksonville, FL, 32216 | $267,017,540 | 1414 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | FIG CAPITAL MANAGEMENT, LLC 1000 Riverside Avenue,, Suite 400 Jacksonville, FL, 32204 | $260,364,669 | 3 | 0 | A Percentage of AUM, Performance Based |
| 12 | RIVER CAPITAL ADVISORS, LC 5011 Gate Parkway, Building 100, Suite 300 Jacksonville, FL, 32256 | $254,104,592 | 603 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | DOUGLAS CAPITAL MANAGEMENT INC 13500 Sutton Park Drive S, Suite 803 Jacksonville, FL, 32224 | $252,876,486 | 238 | 4 | A Percentage of AUM |
| 14 | LIFE PLANNING PARTNERS, INC. 6550 St. Augustine Road, Suite 302 Jacksonville, FL, 32217-2847 | $232,066,947 | 551 | 4 | Hourly charges, Fixed Fees |
| 15 | THE PALMER KNIGHT COMPANY 1022 Park Street, Suite 402 Jacksonville, FL, 32204 | $212,310,583 | 272 | 3 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.