Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Ponte Vedra has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Ponte Vedra, Florida have an average of 28 years of experience.
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
Not Specified.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ANDERSON FINANCIAL PARTNERS, INC. 212 Ponte Vedra Park Drive, Suite 200 Ponte Vedra, FL, 32082 | $1,199,000,000 | 37 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | HIGHLAND INVESTMENT ADVISORS LLC 466 Town Plaza Ave, Ste 330 Ponte Vedra, FL, 32081 | $231,006,421 | 1177 | 8 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 126641
Assets Under Management $1,199,000,000
No. Of Clients37
Clients Per Financial Advisor9
ANDERSON FINANCIAL PARTNERS, INC. is a financial advisory firm situated in Ponte Vedra, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 141694
Assets Under Management $231,006,421
No. Of Clients1177
Clients Per Financial Advisor147
HIGHLAND INVESTMENT ADVISORS LLC is a financial advisory firm situated in Ponte Vedra, Florida. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1177 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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