{ "path": "/advisors/fl/jacksonville/fee-only", "url": "https://advisorcensus.com/advisors/fl/jacksonville/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Jacksonville, FL", "filters": {}, "scope_total": 47, "faq": [ { "q": "How many financial advisory firms are there in Jacksonville, FL?", "a": "AdvisorCensus lists 111 investment advisory firms with a principal office in the Jacksonville metro area, from Form ADV filings as of October 2026: 62 SEC-registered, 43 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Jacksonville, FL?", "a": "47 of the 111 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Jacksonville, FL offer financial planning?", "a": "66 of the 105 firms in Jacksonville, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Jacksonville, FL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 47 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 47 investment advisory firms with a principal office in the Jacksonville metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Jacksonville has 111 investment advisory firms with a principal office in the metro area as of October 2026: 62 SEC-registered, 43 state-registered, and 6 exempt reporting advisers. 47 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 38 report under $100 million in regulatory assets under management. The metro area has 663,101 households, 77,826 of them with income of $200,000 or more, or 701 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Jacksonville, FL: 47 firms from Form ADV filings as of October 2026.", "total_firms": 47, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 27, "state": 20, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 47 }, { "code": "percentage_of_aum", "count": 45 }, { "code": "hourly", "count": 20 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 24 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 10 }, { "code": "5_to_9", "count": 16 }, { "code": "10_to_19", "count": 10 }, { "code": "20_plus", "count": 11 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 9 }, { "code": "25m_100m", "count": 10 }, { "code": "100m_500m", "count": 19 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "crd_number": 307530, "name": "369 Financial LLC", "name_as_filed": "369 FINANCIAL LLC", "url": "https://advisorcensus.com/firm/369-financial-llc-jacksonville-fl-307530", "city": "Jacksonville", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126641, "name": "Anderson Financial Partners, Inc.", "name_as_filed": "ANDERSON FINANCIAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/anderson-financial-partners-inc-ponte-vedra-fl-126641", "city": "Ponte Vedra", "state": "FL", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305342, "name": "Arthurs Wealth Management", "name_as_filed": "ARTHURS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/arthurs-wealth-management-ponte-vedra-beach-fl-305342", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329553, "name": "Ascend Wealth Advisors, LLC", "name_as_filed": "ASCEND WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ascend-wealth-advisors-llc-jacksonville-beach-fl-329553", "city": "Jacksonville Beach", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105801, "name": "Augustine Asset Management Inc", "name_as_filed": "AUGUSTINE ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/augustine-asset-management-inc-jacksonville-fl-105801", "city": "Jacksonville", "state": "FL", "years_registered": 41, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110295, "name": "B&C Financial Advisors", "name_as_filed": "B&C FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/b-and-c-financial-advisors-ponte-vedra-beach-fl-110295", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149904, "name": "Bluefin Investment Management, LLC", "name_as_filed": "BLUEFIN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bluefin-investment-management-llc-ponte-vedra-beach-fl-149904", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105153, "name": "Bowen, Hanes & Co Inc", "name_as_filed": "BOWEN, HANES & CO INC", "url": "https://advisorcensus.com/firm/bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 46, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125482, "name": "Brigman Wealth Management", "name_as_filed": "BRIGMAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brigman-wealth-management-jacksonville-fl-125482", "city": "Jacksonville", "state": "FL", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137453, "name": "Bull & Bear Capital Advisors, LLC", "name_as_filed": "BULL & BEAR CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bull-and-bear-capital-advisors-llc-jacksonville-fl-137453", "city": "Jacksonville", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113784, "name": "Camarda Wealth Advisory Group", "name_as_filed": "CAMARDA WEALTH ADVISORY GROUP", "url": "https://advisorcensus.com/firm/camarda-wealth-advisory-group-fleming-island-fl-113784", "city": "Fleming Island", "state": "FL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290667, "name": "Certified Planning Services, LLC", "name_as_filed": "CERTIFIED PLANNING SERVICES, LLC", "url": "https://advisorcensus.com/firm/certified-planning-services-llc-ponte-vedra-beach-fl-290667", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314869, "name": "Contemporary Financial Planning", "name_as_filed": "CONTEMPORARY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/contemporary-financial-planning-jacksonville-fl-314869", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149014, "name": "Davis Capital Management", "name_as_filed": "DAVIS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/davis-capital-management-jacksonville-fl-149014", "city": "Jacksonville", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 148139, "name": "Diablo Investment Advisors, LLC", "name_as_filed": "DIABLO INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/diablo-investment-advisors-llc-ponte-vedra-beach-fl-148139", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342404, "name": "Dignum ET Justum", "name_as_filed": "DIGNUM ET JUSTUM", "url": "https://advisorcensus.com/firm/dignum-et-justum-saint-augustine-fl-342404", "city": "Saint Augustine", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129436, "name": "Disciplined Equity Management, Inc.", "name_as_filed": "DISCIPLINED EQUITY MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/disciplined-equity-management-inc-neptune-beach-fl-129436", "city": "Neptune Beach", "state": "FL", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317193, "name": "Financial Independence Advisors, LLC", "name_as_filed": "FINANCIAL INDEPENDENCE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/financial-independence-advisors-llc-jacksonville-fl-317193", "city": "Jacksonville", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141879, "name": "Forrest Investment Management, Inc.", "name_as_filed": "FORREST INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/forrest-investment-management-inc-jacksonville-fl-141879", "city": "Jacksonville", "state": "FL", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307618, "name": "Fortress Wealth Planning", "name_as_filed": "FORTRESS WEALTH PLANNING", "url": "https://advisorcensus.com/firm/fortress-wealth-planning-jacksonville-beach-fl-307618", "city": "Jacksonville Beach", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339969, "name": "Gryphon Wealth", "name_as_filed": "GRYPHON WEALTH", "url": "https://advisorcensus.com/firm/gryphon-wealth-jacksonville-fl-339969", "city": "Jacksonville", "state": "FL", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120084, "name": "Gunn & Company Investment Management, Inc.", "name_as_filed": "GUNN & COMPANY INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/gunn-and-company-investment-management-inc-jacksonville-fl-120084", "city": "Jacksonville", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298864, "name": "HCP Wealth Planning, LLC", "name_as_filed": "HCP WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/hcp-wealth-planning-llc-atlantic-beach-fl-298864", "city": "Atlantic Beach", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307078, "name": "Klein Wealth Management, LLC", "name_as_filed": "KLEIN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/klein-wealth-management-llc-saint-johns-fl-307078", "city": "Saint Johns", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 129338, "name": "Life Planning Partners, Inc.", "name_as_filed": "LIFE PLANNING PARTNERS, INC.", "url": "https://advisorcensus.com/firm/life-planning-partners-inc-jacksonville-fl-129338", "city": "Jacksonville", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112607, "name": "Madden Advisory Services, Inc.", "name_as_filed": "MADDEN ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/madden-advisory-services-inc-jacksonville-fl-112607", "city": "Jacksonville", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107813, "name": "Marchand Faries Financial Management, Inc.", "name_as_filed": "MARCHAND FARIES FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/marchand-faries-financial-management-inc-keystone-heights-fl-107813", "city": "Keystone Heights", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300937, "name": "Mash Financial Planning", "name_as_filed": "MASH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/mash-financial-planning-jacksonville-fl-300937", "city": "Jacksonville", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109612, "name": "MOS Capital, Inc.", "name_as_filed": "MOS CAPITAL, INC.", "url": "https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 314081, "name": "Oceanus Capital Partners, LLC", "name_as_filed": "OCEANUS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/oceanus-capital-partners-llc-ponte-vedra-beach-fl-314081", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299896, "name": "Palm Valley Capital Management", "name_as_filed": "PALM VALLEY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/palm-valley-capital-management-jacksonville-beach-fl-299896", "city": "Jacksonville Beach", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327124, "name": "Privileged Planning Inc.", "name_as_filed": "PRIVILEGED PLANNING INC.", "url": "https://advisorcensus.com/firm/privileged-planning-inc-green-cove-springs-fl-327124", "city": "Green Cove Springs", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165895, "name": "Quantitative Systematic Strategies LLC", "name_as_filed": "QUANTITATIVE SYSTEMATIC STRATEGIES LLC", "url": "https://advisorcensus.com/firm/quantitative-systematic-strategies-llc-st-augustine-fl-165895", "city": "St. Augustine", "state": "FL", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314312, "name": "River City Wealth Management", "name_as_filed": "RIVER CITY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/river-city-wealth-management-jacksonville-fl-314312", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109079, "name": "Riverplace Capital Management Inc", "name_as_filed": "RIVERPLACE CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/riverplace-capital-management-inc-jacksonville-fl-109079", "city": "Jacksonville", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284007, "name": "Sapphire Wealth Consulting, Inc.", "name_as_filed": "SAPPHIRE WEALTH CONSULTING, INC.", "url": "https://advisorcensus.com/firm/sapphire-wealth-consulting-inc-ponte-vedra-beach-fl-284007", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312164, "name": "Schrum Private Wealth Management, LLC", "name_as_filed": "SCHRUM PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/schrum-private-wealth-management-llc-saint-augustine-fl-312164", "city": "Saint Augustine", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108720, "name": "Sentinel Advisory Corp", "name_as_filed": "SENTINEL ADVISORY CORP", "url": "https://advisorcensus.com/firm/sentinel-advisory-corp-fernandina-beach-fl-108720", "city": "Fernandina Beach", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310581, "name": "Skyview Financial Group, LLC", "name_as_filed": "SKYVIEW FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/skyview-financial-group-llc-ponte-vedra-beach-fl-310581", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322922, "name": "Spark Wealth Advisors", "name_as_filed": "SPARK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/spark-wealth-advisors-jacksonville-fl-322922", "city": "Jacksonville", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169538, "name": "ST. Johns Investment Management Company, LLC", "name_as_filed": "ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/st-johns-investment-management-company-llc-jacksonville-fl-169538", "city": "Jacksonville", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132500, "name": "ST. Nicholas Private Asset Management, Inc.", "name_as_filed": "ST. 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