Best Financial Advisors in Jacksonville, FL

The highest-rated Financial Planning & Wealth Management firms out of 312 vetted & reviewed in the Jacksonville area.

Breakwater Wealth Management

Breakwater Wealth Management

Best of 2022
(1)
“In the past I had my investment accounts with on of those large firms and was becoming frustrated that I always corresponded with a different person on the phone and never really felt like they had my best interests in mind.”
Average Price Tag
In Business Since 2015
12058 San Jose Blvd STE 503, Jacksonville, FL
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369 Financial | Jacksonville Financial Advisors

369 Financial | Jacksonville Financial Advisors

(20)
Wealth Management, Investment Management
“This has been an incredible learning experience and everyone should give it a try if they're trying to get their finances in order and wanting to get a proper understanding of finance itself.”
Free Initial Consultation
Emergency Services
In Business Since 2020
9424 Baymeadows Rd Unit 250, Jacksonville, FL
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Gunn Chamberlain

Gunn Chamberlain

(19)
Family Office Services, Non-Profit Tax and Accounting, Business Accounting
“Our previous CPA referred us to Gunn Chamberlain and were absolutely in wonderful hands with their expertise, speedy responses, and cyber-safe tools to upload documents.”
Accepts Debit, Cash, All Major Credit Cards, Check
Free Initial Consultation
Licensed, BBB Rating: A
In Business Since 2012
4350 Pablo Professional Ct, Jacksonville, FL
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French Capital Management

French Capital Management

(9)
  • Company
“French was intelligent, personable and patient with me.”
Emergency Services
In Business Since 2019
13080 Silver Oak Dr, Jacksonville, FL
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Namey Financial Group

Namey Financial Group

(12)
  • Business
  • Investments
  • Family
“He has supported me with both insurance and investments advice through various stages of my life including when I was a single guy, got married, bought my first house, had children, invested in a start up business and many years later when I sold the...”
In Business Since 2006
9905 Old St Augustine Rd Building 301, Jacksonville, FL
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Nu Venture Financial Group

Nu Venture Financial Group

(15)
  • Team
  • Understanding
  • Questions
“I highly recommend that anyone in need of an advisor or are not happy with their current advisor make an appointment to sit down and talk with Bob, Chris or Jenna”
In Business Since 2019
13241 Bartram Park Blvd Building 900, Jacksonville, FL
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Southeast Executive Coaching

Southeast Executive Coaching

(13)
  • Entire
  • Life
  • Goals
“Although my needs might be different than others who might be looking for assistance in this area, I am confident in my recommendation of Jacksonville Executive Coaching and Vicky Sydorowicz.”
In Business Since 2018
6817 Southpoint Pkwy, Jacksonville, FL
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Woman To Woman Financial

Woman To Woman Financial

(9)
“I won't say to hire April because of her knowledge, experience and quality of service only, but also because she's truly cares about how financial literacy can lift people out of poverty and help secure the future of families.”
In Business Since 2019
5011 Gate Pkwy Building 100, Suite 200, Jacksonville, FL
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Hubbard Financial Planners

Hubbard Financial Planners

(5)
“Having gone through several transitions in my life over the past 15 years Pat Hubbard has been not only a great advisor, but someone I can trust to look after my best interests and my family.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1989
4040 Woodcock Dr # 205, Jacksonville, FL
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All Service Financial

All Service Financial

(10)
  • Information
  • Options
  • Talk
“I just finished with my initial call and everything seems good but after reading reviews all I've seen are reviews saying how great their experience was just from the beginning.”
Free Initial Consultation
In Business Since 2017
Serving Jacksonville Area
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First Florida Financial

First Florida Financial

(19)
  • Broker
  • Refinance
“He made himself available to me at any time of the day - even calling me within minutes after I sent him a text message as he took into account my variable work schedule.”
Average Price Tag
In Business Since 2016
13400 Sutton Park Dr S Suite 1502, Jacksonville, FL
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Jax Wealth Advisors

Jax Wealth Advisors

(4)
Independent Advice, Financial Planning, What's Your Strategy?
“Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense.”
Accepts Check
Licensed
In Business Since 2016
3840 Belfort Rd suite 103, Jacksonville, FL
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Wolf Retirement Navigation

Wolf Retirement Navigation

(2)
Insurance Planning, Investment Management, Retirement Planning
“Interview with Adam before selecting advisor”
Licensed, BBB Rating: A+
In Business Since 2015
4230 Pablo Professional Ct #101, Jacksonville, FL
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Paragon Wealth Strategies

Paragon Wealth Strategies

(1)
“I reached out to this group in need of some advice and even though we weren't the right match, one of the managing partners took the time to talk with me and give me advice and recommendations for other firms that would be a fit.”
Accepts All Major Credit Cards
Remote Consultations Available
Licensed
In Business Since 2007
10245 Centurion Pkwy N #106, Jacksonville, FL
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Trust Well Financial Advisors

Trust Well Financial Advisors

(6)
Financial Planning, Investment Management
“We have been working with Chris Daunhauer for several years and we are very pleased with his work and his careful attention to our specific needs and requirements.”
Transparent Fees & Pricing
In Business Since 1992
8825 Perimeter Park Blvd #304, Jacksonville, FL
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Glasgow Knight Financial

Glasgow Knight Financial

(5)
Tax Preparation, Consulting, and Tax Advice, Financial Statement Preparation and Compilation Services, Services
“And also Alexander is very knowledgeable and open person, so if you have some questions about your finances do not be shy to ask it is will be very helpful for you!”
In Business Since 2020
1303 N Main St, Jacksonville, FL
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Harris Financial Coaching

Harris Financial Coaching

(1)
Military Saves, Pick My Brain, Resume Writing
“Very organized and everything she teaches you is resourceful .”
Free Initial Consultation
In Business Since 2021
8224 Sierra Oaks Blvd, Jacksonville, FL
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HCP Wealth Planning

HCP Wealth Planning

(9)
  • Saving
“I did a ton of research on financial advisors and found Kevin through an article on a nursing website, this was important to me as he had experience working with other medical professionals.”
Transparent Fees & Pricing
In Business Since 2018
Hidden Oaks Lane, Jacksonville, FL,
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Imagine Financial Security

Imagine Financial Security

(5)
Income Distribution, Young Families & Professionals, Tax Optimization
“In addition to outlining a number of scenarios for retirement, Kevin also helped us plan for our daughters college saving fund as well as provided excellent advice on estate planning and insurance.”
In Business Since 2020
12574 Flagler Center Blvd Suite 101, Jacksonville, FL
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Martin Stubbs Tax Financial Service

Martin Stubbs Tax Financial Service

(4)
Book Appointment
“In the past, I would prepared my own taxes each year, and I would worry about “leaving money on the table,” because I couldn't keep up with the current tax laws; but now that Mr.”
Accepts All Major Credit Cards
In Business Since 2000
1301 Riverplace Blvd #800, Jacksonville, FL
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Riverplace Capital Management

Riverplace Capital Management

(4)
Private Wealth Management, Small Business Advisor, Retirement Planning
“I am still working full time with retirement several years away, but knowing that my post-career finances are under such steady, wise and vigilant stewardship -- especially in these turbulent times -- allow me to sleep better at night.”
Offers Financing Options
In Business Since 2001
1301 Riverplace Blvd # 2130, Jacksonville, FL
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Camarda Wealth Advisory Group

Camarda Wealth Advisory Group

(2)
Wealth Management, Business Owner Planning, Tax Reduction
“And if your own and theirs are not in sync, they are willing and open to discuss the pros and cons of anything that might be in your thought process of whatever the concern might be.”
In Business Since 2000
4600 Touchton Rd bldg 100 suite 150, Jacksonville, FL
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Evans Investment Group

Evans Investment Group

(2)
Tell A Friend
“Looking forward to doing business with this investor.”
Offers Financing Options
In Business Since 2012
3955 Riverside Ave, Jacksonville, FL
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Florida Baptist Financial Services

Florida Baptist Financial Services

(1)
Pastor & Family Scholarship, Give To Your Church, Ministry Accounting
“Very helpful”
In Business Since 1996
8383 Baymeadows Way, Jacksonville, FL
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Retirement Planning and Investment Management Services Estimated Cost in Jacksonville, FL 2022

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 200 cost profiles
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Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Typical range $2040 to $5610 is based on 200 cost profiles.

Why these companies made our list

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