Marjorie MillerAs we grow older, it’s very important that we make plans for the future. Things like mapping out retirement, investments, or simply making smarter choices with our money may need some guidance.
We also understand that the idea of trusting someone with your money can be scary, but trust that finding the right financial advisor in Jacksonville will take all the worries away and give you more confidence about every decision you make.
With that in mind, my team and I reviewed some of the city’s notable firms and saw to it that they could guide you toward a healthier position in the long run.
How much do financial advisors cost in Jacksonville?
A financial advisor’s fees in Jacksonville vary by firm. Flat fees usually range from $1,000 to $5,000, while hourly rates fall between $140 and $400.
1. NuVenture Financial Group
Address: 13241 Bartram Park Blvd Bldg 900, Suite 913
Phone: +19042537600
Business hours:
- Monday to Thursday, 9 AM–5 PM
- Friday, 9 AM–3 PM
Many individuals who are nearing or already in retirement find NuVenture appealing, especially for its reliable strategies.
They don’t just jump into asset allocation, but rather follow a five-step structure that moves from introduction to stress testing, and then finally creating plans that are tailored to every client’s needs.
Unlike other firms that would solely focus on investments, their advisors will help in all aspects of financial planning. This includes tax planning, insurance products, and asset distribution.
We think that this kind of “realistic outlook” is where the company shines the most. They won’t upsell anything or make too good to be true promises; they’ll only create achievable goals that are aligned with every individual’s wealth standing.
With this, clients have the confidence that their wealth will last in the long run, even when faced with unexpected situations like medical expenses.
While NuVenture’s products and services seem promising, a few people we surveyed found its rates more expensive than those of other firms.
They have been a tremendous blessing in our retirement planning
“We’ve been working with NuVenture Financial Group for several years, and I can honestly say they have been a tremendous blessing in our retirement planning. They truly specialize in senior financial needs and always stay on top of the latest tax laws, which gives us such peace of mind. They take the time to walk us through every option, explaining how we can best manage our funds to take advantage of every possible tax break. Their advice has not only saved us money but also helped us feel confident and secure about our financial future. We know they genuinely care about what’s best for us, and that trust means everything.”
- Dorothy Costello, Google Review
Best retirement planners in town
“Bob Horne and the rest of the NuVenture team are wonderful! They are very professional and strategic, creating a retirement, spending, and tax plan based on our individual situation. Best retirement planners in town! We are so grateful we joined their family and would totally recommend them to others!”
- Tim Dunbar, Google Review
2. Team N&L Wealth Builders
Address: 11512 Lake Mead Ave, UNIT 101
Phone: +18885627270
Business hours:
- Monday to Wednesday, 8:30 AM–4:30 PM
- Thursday, 8:30 AM–4 PM
- Friday, 8:30–11:30 AM
If you’re after a more stable and protective way of building wealth as you retire, N&L’s “safe money” strategies might appeal to you. Instead of the typical, aggressive kind of financial growth, N&L prioritizes safe returns.
The advisors are upfront about expectations. The profits may not be high, but they’re still reasonable and more stable—great for those who can’t exactly afford to take on high-risk investments.
We also heard many praises from their clients, saying that this method gave them peace of mind, especially regarding market fluctuations that can get you in the blink of an eye.
For us, it’s like the real value N&L offers isn’t just in their products or strategies, but also in the emotional relief they offer.
But that’s not all there is to it. Before anything else, the team first runs through rigorous stress-testing, so they can determine the risks and map out ways to protect your assets from these threats.
They do this to ensure that the strategies are aligned with each patron’s financial needs and goals, helping them feel comfortable enough to retire without any worries.
For us, it’s like the real value N&L offers isn’t just in their products or strategies, but also in the emotional relief they offer.
However, they only cater to retirement planning, so it’s not really for everyone.
Extremely personable, professional, and knowledgeable
“We have been really happy using N&L Wealth Builders for our investment needs. Nick is extremely personable, professional, and knowledgeable. He and his staff make you feel at ease and comfortable. The staff is extremely responsive. We have worked with all of them, and each one has an expertise that is needed in the process to review your assets. I recently retired and would never have thought that we needed to utilize the services of a wealth builder – we were wrong. Nick and Mikayla spend a lot of time and effort reviewing your needs for now and the future. We are very happy with their services and wish I talked to them well before retirement! Please reach out and get a consultation with this amazing Team!”
- Arpana Fernandez, Google Review
The team is very professional, knowledgeable, and easy to work with
“They will review your investments and insurance, if any, and make recommendations if they feel would be appropriate. I appreciate that they are not high-pressure and would recommend to anyone to at least obtain a free consultation.”
- Paul Boucher, Google Review
3. Davis Capital Management
Address: 4788 Hodges Blvd, STE 201
Phone: +19042230510
Business hours: Monday to Friday, 9 AM–5 PM
Davis Capital Management provides a holistic approach to people’s financial well-being. They offer multiple services, such as wealth management and retirement planning.
The firm not only helps individuals and families, but also guides businesses with various programs like succession and cash flow management.
What we liked about them is that they’ll sit down with you and understand the whole situation, such as the goals and risks, and from there, they’ll build a custom plan to meet those goals.
Patrons also appreciate that the team is nice and attentive. Anything that sounds too complex is explained in understandable terms, so it’s easier for them to grasp all the options.
One major draw is that Capital Management is a fee-only firm. Meaning they are compensated solely by clients’ fees (asset-based or hourly).
However, this model can also be expensive, especially for smaller transactions that can benefit from commission-based firms.
It’s reassuring to know my financial future is in such capable hands
“I can’t recommend Davis Capital Management enough. They made the process of planning for retirement so much less overwhelming. The team took the time to really understand my goals, explained everything clearly, and created a plan that feels both realistic and secure. I appreciate their professionalism, transparency, and the personal attention they give. It’s reassuring to know my financial future is in such capable hands.”
- Barbette Steele, Google Review
Professional and knowledgeable in helping us meet our investment goals
“We highly recommend Davis Capital Management. John Murphy, CFP, has been outstanding in all interactions, professional and knowledgeable in helping us meet our investment goals. My wife and I are both retiring at the end of the year, and John has established a strategy that makes us very comfortable that we have our money in the right hands. On top of that, John takes the time to explain his thought process and reasoning behind his investment strategy, which is greatly appreciated. We would not hesitate to recommend him to our family and friends.”
- Patrick Baranack, Google Review
4. Woman to Woman Financial
Address: 6620 Southpoint Dr N Ste. 500
Phone: +19047535250
Business hours: Monday to Thursday, 10 AM–5 PM
Woman to Woman provides supportive and tailored financial planning for women who may be facing life transitions, such as career growth and business ownership.
We honestly found this concept unique and empowering, especially knowing it’s built on helping women feel more confident in an area that has historically been male-dominated.
They’ll be able to aid you through comprehensive financial plans, including risk mitigation and quarterly reviews, to build a roadmap that has you covered for all stages of your life.
All throughout the process, clients are working directly with the owner, who is described as compassionate and nice. She provides valuable advice on things like budgeting and retirement planning.
Patrons love that she basically creates a safe space for them to discuss their finances with no judgment.
One thing to consider, though, is that the firm primarily serves successful women with an income of $200k up, which can feel like a high limit for some.
They do occasionally work with women who have a lower income than the minimum margin, as long as they’re committed to building and following through the long-term plan.
She genuinely cares about seeing women win financially
“Dr. April Murdaugh is truly a blessing! Working with Woman to Woman Financial has completely transformed my financial life. Dr. April guided me with a personalized financial plan that helped me improve my credit, manage my money with confidence, and set realistic goals. Because of her expertise and encouragement, I was able to increase my credit score and purchase both a new car and a new home in the same year! Her coaching style is professional, compassionate, and empowering. She genuinely cares about seeing women win financially. I highly recommend Woman to Woman Financial to anyone ready to take control of their finances and build lasting wealth.”
- Sherlyn, Noisette, Google Review
Her insight and advice helped me make wise financial decisions
“Working with Dr. April at Woman to Woman Financial has been such a rewarding experience. She’s helped me with financial planning, retirement consulting, and insurance guidance, but what really stands out is how personally invested she is in her clients’ success. Dr. April is empathetic, caring, and truly takes the time to understand your goals and what matters most to you. When I went through a major career transition, she was one of the first people I turned to for guidance. Her insight and advice helped me make wise financial decisions that supported both my present and long-term future. I’m so grateful for her expertise, patience, and genuine care. I cannot recommend Dr. April and Woman to Woman Financial enough for anyone looking for trusted, compassionate, and knowledgeable financial guidance.”
- J. Rich, Google Review
5. HCP Wealth Planning
Address: 13740 Hidden Oaks Lane
Phone: +19044193784
Business hours: Monday to Sunday, 8 AM–8 PM
HCP specializes in providing advice-only financial planning services, targeted for individuals who are still working and planning an early retirement.
It’s basically all about accumulating wealth and then creating a sustainable income stream that could help individuals to support long-term financial goals.
Their services are ideal if you want to track and manage your financial plan more independently. In fact, the advisors will provide clients with tools and software where they can learn how to understand and monitor the numbers.
During this stage, clients appreciate that the experience is highly hands-on, and the setup is just like you’re back in school. There are virtual meetings, “homeworks,” and live tutorials on how to navigate the whole program.
Another thing that we really liked about HCP is that they use a flat-fee model that’s agreed upon upfront. This means you’ll only pay for the advice that you get, and you won’t be tied to ongoing management fees.
This isn’t like others that usually charge a percentage of your investment portfolio, which means the more you have, the more they make.
His experience and expertise made me more comfortable about my plans to retire
“Working with Kevin was a great decision, and I couldn’t be happier with the experience. It was exactly what I was looking for. We were able to go through what I had put together and build a plan based on his experience and expertise that made me much more comfortable about my plans to retire. He is very knowledgeable and easy to work with, and I would recommend him to anyone looking for financial planning and advice. Thanks for everything, Kevin.”
- Steve, Google Review
Very happy with our decision to hire Kevin and HCP
“There are many fee-based advisors out there, but I was looking for someone specifically who knew about FIRE concepts and had expertise in helping mid-career individuals to early retirement. I interviewed plenty, including those featured on FI podcasts; however, as soon as I talked to Kevin, I knew he was the one. Sharp and knowledgeable, easy to chat with, and good at breaking down complex subjects. He got us organized, then walked us through a few scenarios that helped us arrive at our retirement goals, and was very responsive via email to our questions. Very happy with our decision to hire Kevin and HCP!”
- Christina Tran, Google Review
