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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 - May 15, 2025Jacksonville 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
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
VERIFIEDCamarda Wealth Advisory Group
EA, CFA®
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
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 | 5555 Gate Parkway, Suite 150 Jacksonville, FL, 32256 | $4,572,992,961 | 35 | 53 | A percentage of AUM, Performance Based |
| 2 | 200 West Forsyth Street, Suite 1600 Jacksonville, FL, 32202 | $3,308,171,103 | 593 | 11 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 4306 Pablo Oaks Court, Jacksonville, FL, 32224 | $2,064,815,125 | 5 | 18 | A percentage of AUM, Performance Based |
| 4 | 10407 Centurion Parkway North, Suite 126 Jacksonville, FL, 32256 | $484,202,822 | 441 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1551 Atlantic Blvd, Suite 301 Jacksonville, FL, 32207-3369 | $477,047,544 | 408 | 7 | A percentage of AUM |
| 6 | 8075 Gate Parkway West, Suite #101 Jacksonville, FL, 32216 | $434,636,132 | 1841 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 7400 Baymeadows Way, Suite 300 Jacksonville, FL, 32256 | $405,807,898 | 1200 | 3 | A percentage of AUM |
| 8 | 4500 Salisbury Rd, Suite 350 Jacksonville, FL, 32216 | $342,491,722 | 577 | 6 | A percentage of AUM, Fixed fees |
| 9 | 5150 Belfort Rd., Suite 702, Jacksonville, FL, 32256-6038 | $342,155,112 | 1069 | 2 | A percentage of AUM, Fixed fees |
| 10 | 6550 St. Augustine Road, Suite 302 Jacksonville, FL, 32217-2847 | $311,965,766 | 599 | 7 | Hourly charges, Fixed fees |
| 11 | 13500 Sutton Park Drive S, Suite 803 Jacksonville, FL, 32224 | $282,486,525 | 314 | 4 | A percentage of AUM |
| 12 | 5200 Belfort Road, Suite 410 Jacksonville, FL, 32256 | $258,473,238 | 781 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 1022 Park Street, Suite 402 Jacksonville, FL, 32204 | $251,517,095 | 301 | 2 | A percentage of AUM |
| 14 | 1301 Riverplace Blvd, Suite 2130 Jacksonville, FL, 32207-9032 | $212,526,433 | 319 | 7 | A percentage of AUM |
| 15 | 1000 Riverside Avenue,, Suite 400 Jacksonville, FL, 32204 | $197,754,566 | 3 | 0 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.