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Top Rated Financial Advisors in Jacksonville, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Jacksonville, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Jacksonville, Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Jacksonville, Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Edward Schmitzer

River Capital Advisors, L.C.
CFP® CPA PFS
Edward Schmitzer, a financial fiduciary, has been a Paladin Registry member since 2007. Edward is the owner of River Capital Advisors, L.C. Edward holds Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications. Edward has over 30 years of experience. Edward provides financial services to clients in the Jacksonville, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Colorado
    • Connecticut
    • District of Columbia
    • Florida
    • Georgia
    • South Carolina

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Schwab Institutional

Dr. Jeff Camarda

Camarda Wealth Advisory Group
CFA® EA
Dr. Jeff Camarda, a financial fiduciary, has been a Paladin Registry member since 2009. Dr. Jeff is the partner in Camarda Wealth Advisory Group. Dr. Jeff holds Chartered Financial Analyst , Enrolled Agent certifications. Dr. Jeff has over 32 years of experience. Dr. Jeff provides financial services to clients in the Fleming Island, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Florida

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Schwab

David Morgan

R.E.A.P., LLC & REAP in Wealth Management, LLC
CEP™
David Morgan, a financial fiduciary, has been a Paladin Registry member since 2015. David is the owner of R.E.A.P., LLC & REAP in Wealth Management, LLC. David holds a Certified Estate Planner certification. David has over 24 years of experience. David provides financial services to clients in the Flagler Beach, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Georgia
  • Investment Products for Commission: State List
    • Florida
    • Georgia
  • Insurance Products for Commission: State List
    • Florida
    • Georgia

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Legal Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • TDAmeritrade Institutional
  • Charles Schwab Institutional
  • ScotTrade Institutional

Joshua Krafchick

369 Financial, LLC
Joshua Krafchick, a financial fiduciary, has been a Paladin Registry member since 2020. Joshua is the partner in 369 Financial, LLC. Joshua has over 7 years of experience. Joshua has over 1 year of experience with 369 Financial, LLC firm. Joshua provides financial services to clients in the Ponte Vedra Beach, Florida area.

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.