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Find Retirement Advisors for Retirement Planning in Ponte Vedra 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 Ponte Vedra Beach, Florida

Last Updated - April 25, 2025

Ponte Vedra Beach has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Ponte Vedra Beach, Florida have an average of 34 years of experience.

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List of Qualified Retirement Planning Advisors in Ponte Vedra 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

Find An Advisor

Top 7 Retirement Planning firms in Ponte Vedra Beach, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	135 Professional Drive, Suite 103 Ponte Vedra Beach, FL, 32082	$4,301,512,856	204	10	A percentage of AUM
2	5000 Sawgrass Village Circle, Suite 32 Ponte Vedra Beach, FL, 32082	$2,283,307,039	227	16	A percentage of AUM, Fixed fees, Performance Based
3	110 Professional Drive, Suite 101 Ponte Vedra Beach, FL, 32082	$546,222,099	1257	12	A percentage of AUM, Hourly charges, Fixed fees
4	814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL, 32082	$409,769,722	537	7	A percentage of AUM, Fixed fees
5	1102 A1a North, Suite 202 Ponte Vedra Beach, FL, 32082	$209,336,473	339	3	A percentage of AUM, Hourly charges
6	822 A1a North, Suite 102 Ponte Vedra Beach, FL, 32082	$126,647,086	392	4	A percentage of AUM, Hourly charges, Fixed fees
7	816 A1a N, Suite 205 Ponte Vedra Beach, FL, 32082	$103,000,000	110	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Ponte Vedra Beach, Florida

BOWEN, HANES & CO INC

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QualificationsFirm CRD# 105153

Assets Under Management $4,301,512,856

No. Of Clients204

Clients Per Financial Advisor20

BOWEN, HANES & CO INC is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 204 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 and/or small businesses
Portfolio management for businesses or institutional clients

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SAWGRASS ASSET MANAGEMENT LLC

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QualificationsFirm CRD# 108831

Assets Under Management $2,283,307,039

No. Of Clients227

Clients Per Financial Advisor14

SAWGRASS ASSET MANAGEMENT LLC is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 227 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
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

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B&C FINANCIAL ADVISORS

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QualificationsFirm CRD# 110295

Assets Under Management $546,222,099

No. Of Clients1257

Clients Per Financial Advisor105

B&C FINANCIAL ADVISORS is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $546M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1257 clients. The team consists of 12 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

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FORTRESS WEALTH PLANNING

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QualificationsFirm CRD# 307618

Assets Under Management $409,769,722

No. Of Clients537

Clients Per Financial Advisor77

FORTRESS WEALTH PLANNING is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $410M assets under management, the firm specializes in crafting personalized retirement planning solutions for 537 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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MOS CAPITAL, INC.

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QualificationsFirm CRD# 109612

Assets Under Management $209,336,473

No. Of Clients339

Clients Per Financial Advisor113

MOS CAPITAL, INC. is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 339 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
Hourly charges

Financial Planning Services

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

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VIGIL WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 299619

Assets Under Management $126,647,086

No. Of Clients392

Clients Per Financial Advisor98

VIGIL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

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SKYVIEW FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 310581

Assets Under Management $103,000,000

No. Of Clients110

Clients Per Financial Advisor37

SKYVIEW FINANCIAL GROUP, LLC is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 110 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
Fixed fees

Financial Planning Services

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

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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