GRYPHON WEALTH
Jacksonville, FL
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM
904-450-5330
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL, JACKSONVILLE
32 advisers found
NESTEGGS, INC.
Jacksonville, FL
AUM
$911.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
904-348-3131
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
Jacksonville, FL
AUM
$571.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-281-9261
JACKSONVILLE WEALTH MANAGEMENT
Jacksonville, FL
AUM
$533.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-923-7526
LIFE PLANNING PARTNERS, INC.
Jacksonville, FL
AUM
$354.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
904-448-5158
DOUGLAS CAPITAL MANAGEMENT INC
Jacksonville, FL
AUM
$295.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
904-285-7866
MADDEN ADVISORY SERVICES, INC.
Jacksonville, FL
AUM
$291.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
904-296-1127
COVINGTONALSINA
Jacksonville, FL
AUM
$282.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(904) 449-7326
RIVERPLACE CAPITAL MANAGEMENT INC
Jacksonville, FL
AUM
$267.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
904-346-3460
TRUSTWELL FINANCIAL ADVISORS, LLC
Jacksonville, FL
AUM
$260.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-996-7800
DAVIS CAPITAL MANAGEMENT
Jacksonville, FL
AUM
$259.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
904-223-0510
IMG WEALTH MANAGEMENT, INC.
Jacksonville, FL
AUM
$209.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-731-9955
FINANCIAL INDEPENDENCE ADVISORS, LLC
Jacksonville, FL
AUM
$189.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
904-605-4545
ALLEGIANCE FINANCIAL ADVISORS, INC.
Jacksonville, FL
AUM
$181.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-642-4401
RIVER CITY WEALTH MANAGEMENT
Jacksonville, FL
AUM
$179.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-374-9098
TOAMS FINANCIAL
Jacksonville, FL
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(904) 733-5321
STILLBLUE FINANCIAL PARTNERS, LLC
Jacksonville, FL
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(904) 296-9636
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
Jacksonville, FL
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-563-8626
FARMAND INVESTMENT SERVICES, INC.
Jacksonville, FL
AUM
$28.5M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; INITIAL PORTFOLIO SET-UP FEES
904-396-6838
D2 CAPITAL MANAGEMENT
Jacksonville, FL
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-248-9871
MASH FINANCIAL PLANNING
Jacksonville, FL
AUM
$13.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
904-449-7600
JLP INVESTMENTS
Jacksonville, FL
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
904-634-7780
369 FINANCIAL LLC
Jacksonville, FL
AUM
$12.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
9047469485
WOMAN TO WOMAN FINANCIAL
Jacksonville, FL
AUM
$6.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-753-5250
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