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Find Retirement Advisors for Retirement Planning in Jacksonville Beach, Florida

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Beach, Florida

Last Updated - April 24, 2025

Jacksonville Beach has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Jacksonville Beach, Florida have an average of 34 years of experience.

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List of Qualified Retirement Planning Advisors in Jacksonville Beach, Florida

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

Address

4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Camarda Wealth Advisory Group
EA, CFA^®

Qualifications
CRD# 1321857
Firm CRD# 113784
Series 65

Minimum Assets Required
$0

Address

4371 US Hwy 17, Suite 201,
Fleming Island, FL 32003 See Details

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 6 Retirement Planning firms in Jacksonville Beach, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1540 The Greens Way, Jacksonville Beach, FL, 32250	$877,117,003	1282	11	A percentage of AUM, Hourly charges, Fixed fees
2	1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL, 32250	$762,517,077	569	16	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
3	1030 2nd St. South, Suite 301 Jacksonville Beach, FL, 32250	$416,206,997	22	20	A percentage of AUM, Performance Based
4	422 Jacksonville Drive, Jacksonville Beach, FL, 32250	$336,395,120	13	2	A percentage of AUM
5	1538 The Greens Way, Suite 105 Jacksonville Beach, FL, 32250	$139,268,246	486	4	A percentage of AUM, Hourly charges, Fixed fees
6	1514 Roberts Drive, Jacksonville Beach, FL, 32250	$132,260,621	166	3	A percentage of AUM

Information on Top Retirement Planning firms in Jacksonville Beach, Florida

ULLMANN WEALTH PARTNERS

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QualificationsFirm CRD# 316697

Assets Under Management $877,117,003

No. Of Clients1282

Clients Per Financial Advisor117

ULLMANN WEALTH PARTNERS is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $877M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1282 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)

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INTREPID CAPITAL MANAGEMENT INC

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QualificationsFirm CRD# 108516

Assets Under Management $762,517,077

No. Of Clients569

Clients Per Financial Advisor36

INTREPID CAPITAL MANAGEMENT INC is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $763M assets under management, the firm specializes in crafting personalized retirement planning solutions for 569 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
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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DUBIN CLARK

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QualificationsFirm CRD# 282733

Assets Under Management $416,206,997

No. Of Clients22

Clients Per Financial Advisor1

DUBIN CLARK is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $416M assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 20 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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PALM VALLEY CAPITAL MANAGEMENT

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QualificationsFirm CRD# 299896

Assets Under Management $336,395,120

No. Of Clients13

Clients Per Financial Advisor7

PALM VALLEY CAPITAL MANAGEMENT is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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 investment companies
Portfolio management for businesses or institutional clients

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STRIVUS WEALTH PARTNERS LLC

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QualificationsFirm CRD# 173580

Assets Under Management $139,268,246

No. Of Clients486

Clients Per Financial Advisor122

STRIVUS WEALTH PARTNERS LLC is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 486 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

LIONSBRIDGE WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 149019

Assets Under Management $132,260,621

No. Of Clients166

Clients Per Financial Advisor55

LIONSBRIDGE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Jacksonville Beach, Florida. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 166 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

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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