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Find Retirement Advisors for Retirement Planning in Ponte Vedra 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 Ponte Vedra Beach, Florida
Last Updated - April 17, 2024Ponte Vedra Beach has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Ponte Vedra Beach, Florida have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Ponte Vedra 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 8 Retirement Planning firms in Ponte Vedra Beach, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BOWEN, HANES & CO INC 135 Professional Drive, Suite 103 Ponte Vedra Beach, FL, 32082 | $3,268,585,428 | 229 | 10 | A Percentage of AUM |
| 2 | SAWGRASS ASSET MANAGEMENT LLC 5000 Sawgrass Village Circle, Suite 32 Ponte Vedra Beach, FL, 32082 | $2,107,977,271 | 227 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | CHARLES D. HYMAN & COMPANY 224 Ponte Vedra Park Drive, Suite 200 Ponte Vedra Beach, FL, 32082 | $1,970,206,741 | 997 | 5 | A Percentage of AUM, Fixed Fees |
| 4 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC 13000 Sawgrass Village Circle, Building 2 - Unit 10 Ponte Vedra Beach, FL, 32082 | $1,204,958,858 | 2 | 6 | A Percentage of AUM, Fixed Fees |
| 5 | B&C FINANCIAL ADVISORS 110 Professional Drive, Suite 101 Ponte Vedra Beach, FL, 32082 | $462,279,635 | 1142 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | FORTRESS WEALTH PLANNING 814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL, 32082 | $340,061,720 | 480 | 6 | A Percentage of AUM, Fixed Fees |
| 7 | MOS CAPITAL, INC. 1102 A1a North, Suite 202 Ponte Vedra Beach, FL, 32082 | $173,911,804 | 317 | 2 | A Percentage of AUM, Hourly charges |
| 8 | VIGIL WEALTH MANAGEMENT, LLC 822 A1a North, Suite 102 Ponte Vedra Beach, FL, 32082 | $104,790,761 | 338 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Ponte Vedra Beach, Florida
QualificationsFirm CRD# 105153
Assets Under Management $3,268,585,428
No. Of Clients229
Clients Per Financial Advisor23
BOWEN, HANES & CO INC is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 229 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
- Portfolio Management for Business
QualificationsFirm CRD# 108831
Assets Under Management $2,107,977,271
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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 105923
Assets Under Management $1,970,206,741
No. Of Clients997
Clients Per Financial Advisor199
CHARLES D. HYMAN & COMPANY 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 997 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 165895
Assets Under Management $1,204,958,858
No. Of Clients2
Clients Per Financial Advisor0
QUANTITATIVE SYSTEMATIC STRATEGIES LLC is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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 pooled Investment
QualificationsFirm CRD# 110295
Assets Under Management $462,279,635
No. Of Clients1142
Clients Per Financial Advisor104
B&C FINANCIAL ADVISORS is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $462M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1142 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
- Pension Consulting Services
QualificationsFirm CRD# 307618
Assets Under Management $340,061,720
No. Of Clients480
Clients Per Financial Advisor80
FORTRESS WEALTH PLANNING is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 480 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 109612
Assets Under Management $173,911,804
No. Of Clients317
Clients Per Financial Advisor159
MOS CAPITAL, INC. is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 317 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 299619
Assets Under Management $104,790,761
No. Of Clients338
Clients Per Financial Advisor113
VIGIL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Ponte Vedra Beach, Florida. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 338 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
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