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Find Retirement Advisors for Retirement Planning in Jacksonville Beach, 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 Beach, Florida
Last Updated - April 13, 2024Jacksonville Beach has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Jacksonville Beach, Florida have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Jacksonville Beach, 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 5 Retirement Planning firms in Jacksonville Beach, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ULLMANN WEALTH PARTNERS 1540 The Greens Way, Jacksonville Beach, FL, 32250 | $706,788,578 | 1083 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | INTREPID CAPITAL MANAGEMENT INC 1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL, 32250 | $590,233,729 | 342 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 3 | DUBIN CLARK 1030 2nd St. South, Suite 301 Jacksonville Beach, FL, 32250 | $508,619,854 | 21 | 17 | A Percentage of AUM, Performance Based |
| 4 | PALM VALLEY CAPITAL MANAGEMENT 422 Jacksonville Drive, Jacksonville Beach, FL, 32250 | $219,607,266 | 9 | 2 | A Percentage of AUM |
| 5 | LIONSBRIDGE WEALTH MANAGEMENT LLC 1514 Roberts Drive, Jacksonville Beach, FL, 32250 | $120,130,129 | 215 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Jacksonville Beach, Florida
QualificationsFirm CRD# 316697
Assets Under Management $706,788,578
No. Of Clients1083
Clients Per Financial Advisor98
ULLMANN WEALTH PARTNERS is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $707M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1083 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 108516
Assets Under Management $590,233,729
No. Of Clients342
Clients Per Financial Advisor20
INTREPID CAPITAL MANAGEMENT INC is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $590M assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 282733
Assets Under Management $508,619,854
No. Of Clients21
Clients Per Financial Advisor1
DUBIN CLARK is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $509M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 299896
Assets Under Management $219,607,266
No. Of Clients9
Clients Per Financial Advisor5
PALM VALLEY CAPITAL MANAGEMENT is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 149019
Assets Under Management $120,130,129
No. Of Clients215
Clients Per Financial Advisor72
LIONSBRIDGE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 215 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
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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