# Financial advisors in Jacksonville, FL

> AdvisorCensus lists 111 investment advisory firms with a principal office in the Jacksonville metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/jacksonville/page/3

## At a glance

- Investment advisory firms: 111
- Registration: SEC-registered investment adviser: 62, State-registered investment adviser: 43, Exempt reporting adviser: 6
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 47 (45%); Percentage of assets 100 (95%); Hourly charges 48 (46%); Fixed fees 56 (53%); Performance-based fees 16 (15%); Other 7 (7%); No compensation arrangements reported 6
- Regulatory assets under management (Item 5.F): Under $25 million 19 (17%); $25 million to $100 million 19 (17%); $100 million to $500 million 43 (39%); $500 million to $1 billion 9 (8%); $1 billion to $5 billion 9 (8%); Over $5 billion 1 (1%); Not reported 11 (10%)
- Years registered: Under 5 years 39 (35%); 5 to 9 years 30 (27%); 10 to 19 years 22 (20%); 20 years or more 20 (18%)

## Firms (page 3 of 3, 101 to 111 of 111, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [The Palmer Knight Company](https://advisorcensus.com/firm/the-palmer-knight-company-jacksonville-fl-112983) ([md](https://advisorcensus.com/firm/the-palmer-knight-company-jacksonville-fl-112983.md)) | 112983 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Timucuan Asset Management Inc](https://advisorcensus.com/firm/timucuan-asset-management-inc-jacksonville-fl-105899) ([md](https://advisorcensus.com/firm/timucuan-asset-management-inc-jacksonville-fl-105899.md)) | 105899 | Jacksonville, FL | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets, Fixed fee, Performance fee |
| [Toams Financial](https://advisorcensus.com/firm/toams-financial-jacksonville-fl-300043) ([md](https://advisorcensus.com/firm/toams-financial-jacksonville-fl-300043.md)) | 300043 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Total Wealth Planning and Management, Inc.](https://advisorcensus.com/firm/total-wealth-planning-and-management-inc-ponte-vedra-beach-fl-166664) ([md](https://advisorcensus.com/firm/total-wealth-planning-and-management-inc-ponte-vedra-beach-fl-166664.md)) | 166664 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Truewater Wealth](https://advisorcensus.com/firm/truewater-wealth-ponte-vedra-beach-fl-142080) ([md](https://advisorcensus.com/firm/truewater-wealth-ponte-vedra-beach-fl-142080.md)) | 142080 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly |
| [Trustwell Financial Advisors, LLC](https://advisorcensus.com/firm/trustwell-financial-advisors-llc-jacksonville-fl-108426) ([md](https://advisorcensus.com/firm/trustwell-financial-advisors-llc-jacksonville-fl-108426.md)) | 108426 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Ullmann Wealth Partners](https://advisorcensus.com/firm/ullmann-wealth-partners-jacksonville-beach-fl-316697) ([md](https://advisorcensus.com/firm/ullmann-wealth-partners-jacksonville-beach-fl-316697.md)) | 316697 | Jacksonville Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly |
| [Vigil Wealth Management, LLC](https://advisorcensus.com/firm/vigil-wealth-management-llc-ponte-vedra-beach-fl-299619) ([md](https://advisorcensus.com/firm/vigil-wealth-management-llc-ponte-vedra-beach-fl-299619.md)) | 299619 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Warren Equity Partners Manager, L.P.](https://advisorcensus.com/firm/warren-equity-partners-manager-l-p-jacksonville-beach-fl-295903) ([md](https://advisorcensus.com/firm/warren-equity-partners-manager-l-p-jacksonville-beach-fl-295903.md)) | 295903 | Jacksonville Beach, FL | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Performance fee |
| [Water Street Capital, Inc.](https://advisorcensus.com/firm/water-street-capital-inc-jacksonville-fl-158133) ([md](https://advisorcensus.com/firm/water-street-capital-inc-jacksonville-fl-158133.md)) | 158133 | Jacksonville, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Woman to Woman Financial](https://advisorcensus.com/firm/woman-to-woman-financial-jacksonville-fl-325771) ([md](https://advisorcensus.com/firm/woman-to-woman-financial-jacksonville-fl-325771.md)) | 325771 | Jacksonville, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/fl/jacksonville/page/2.md

## Questions people ask

**How many financial advisory firms are there in Jacksonville, FL?**
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.

**How many fee-only financial advisors are in Jacksonville, FL?**
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.

**How many financial advisors in Jacksonville, FL offer financial planning?**
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.

**Are the financial advisors in Jacksonville, FL fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Florida](https://advisorcensus.com/advisors/fl) (https://advisorcensus.com/advisors/fl.md)
- [Financial advisors in Jacksonville, FL](https://advisorcensus.com/advisors/fl/jacksonville) (https://advisorcensus.com/advisors/fl/jacksonville.md)
- [Fee-only financial advisors in Jacksonville, FL](https://advisorcensus.com/advisors/fl/jacksonville/fee-only) (https://advisorcensus.com/advisors/fl/jacksonville/fee-only.md)
- [Flat-fee financial advisors in Jacksonville, FL](https://advisorcensus.com/advisors/fl/jacksonville/flat-fee) (https://advisorcensus.com/advisors/fl/jacksonville/flat-fee.md)
- [Hourly financial advisors in Jacksonville, FL](https://advisorcensus.com/advisors/fl/jacksonville/hourly) (https://advisorcensus.com/advisors/fl/jacksonville/hourly.md)
- [Financial advisors in Ponte Vedra Beach, FL](https://advisorcensus.com/advisors/fl/jacksonville/ponte-vedra-beach) (https://advisorcensus.com/advisors/fl/jacksonville/ponte-vedra-beach.md)
- [Financial advisors in Jacksonville Beach, FL](https://advisorcensus.com/advisors/fl/jacksonville/jacksonville-beach) (https://advisorcensus.com/advisors/fl/jacksonville/jacksonville-beach.md)
- [Financial advisors in Miami](https://advisorcensus.com/advisors/fl/miami) (https://advisorcensus.com/advisors/fl/miami.md)
- [Financial advisors in Tampa](https://advisorcensus.com/advisors/fl/tampa) (https://advisorcensus.com/advisors/fl/tampa.md)
- [Financial advisors in Orlando](https://advisorcensus.com/advisors/fl/orlando) (https://advisorcensus.com/advisors/fl/orlando.md)
- [Financial advisors in North Port](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
- [Financial advisors in Naples](https://advisorcensus.com/advisors/fl/naples) (https://advisorcensus.com/advisors/fl/naples.md)
- [Financial advisors in Cape Coral](https://advisorcensus.com/advisors/fl/cape-coral) (https://advisorcensus.com/advisors/fl/cape-coral.md)
- [Financial advisors in Palm Bay](https://advisorcensus.com/advisors/fl/palm-bay) (https://advisorcensus.com/advisors/fl/palm-bay.md)
- [Financial advisors in Port St. Lucie](https://advisorcensus.com/advisors/fl/port-st-lucie) (https://advisorcensus.com/advisors/fl/port-st-lucie.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/fl/jacksonville.csv

Cite as: AdvisorCensus. Financial advisors in Jacksonville, FL: 111 firms from Form ADV filings as of October 2026.