Fee-only financial advisors in Jacksonville, Florida
Which fee-only financial advisor should I talk to in Jacksonville?
Start with a fee-only advisor in Jacksonville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Nathan Edwards of IMG Wealth Management and Brian Hughes of River City Wealth Management, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- DJ Hunt Moisand Fitzgerald Tamayo, LLC Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Nathan Edwards IMG Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brian Hughes River City Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Jake Skelhorn Spark Wealth Advisors Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Kevin Burkle HCP Wealth Planning, LLC Holds the CFP. Fees on file: one-time planning fee.
- Jeffrey McDermott Create Wealth Financial Planning, LLC Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 89
- Firms
- 37
- Hold the CFP
- 39%
- Other credentials: CFA 4% · CPA 1% · EA 1%
- How they charge (of 89 with fees on file): percentage of assets 92% · hourly 47% · fixed fees 38% · one-time planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
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Questions about fee-only advisors in Jacksonville
How many fee-only advisors in Jacksonville are there?
The Wellspent public graph lists 89 fee-only advisors in Jacksonville, at 37 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Jacksonville focus on?
The most common focus among fee-only advisors in Jacksonville is tax planning (45), followed by retirement planning (43) and estate planning (23). Advisors can list more than one.
How do fee-only advisors in Jacksonville charge?
The most common fee among fee-only advisors in Jacksonville is a percentage of assets, used by 92% of the 89 with fees on file. Many use more than one: 47% charge by the hour and 38% charge fixed fees.
How much do fee-only financial advisors charge in Florida?
Fee-only financial advisors in Florida charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 48 Florida firms.
How many fee-only advisors in Jacksonville hold the CFP?
39% of the 89 fee-only advisors in Jacksonville hold the CFP certification, based on the credentials listed on each record.
Does Florida have a state income tax?
No. Florida has no state income tax, so federal tax drives most financial planning for residents.
How current is this list of fee-only advisors in Jacksonville?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 89 advisors in Jacksonville
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kevin Burkle Flat-fee, one-time early retirement plans for people who want to keep control of their investments, with ongoing software access. | HCP Wealth Planning, LLC | Jacksonville | CFP | One-time planning fee |
| DJ Hunt | Moisand Fitzgerald Tamayo, LLC | Jacksonville | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees | Spark Wealth Advisors | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey McDermott | Create Wealth Financial Planning, LLC | Jacksonville | Certified Student Loan Professional, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Chris Daunhauer | TrustWell Financial Advisors | Jacksonville | BA, CFP, M.Ed., MBA | Percentage of assets, Flat fee or retainer |
| Inga Timmerman | Attainable Wealth | Jacksonville | CFP, PhD | Flat fee or retainer, Hourly |
| Deana Brown | Contemporary Financial Planning | Jacksonville | CFP, CDFA | Ongoing planning fee |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| John Murphy | Davis Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Michael Macke | Wealth 73 | Jacksonville | CFP | Flat fee or retainer, Ongoing planning fee |
| Troy Lerche | Davis Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Brett Lozowski | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Carolyn McClanahan | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Jeffery Albaneze | Atlantic Edge Wealth | Jacksonville | CFP | Percentage of assets |
| Stephen Sanders | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Alek Wyatt | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Jason Hyrne | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Joseph Kirby | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Joseph Smith | StillBlue Financial Partners | Jacksonville | CFP | Percentage of assets, Hourly |
| Matthew Riggins | Mash Financial Planning | Jacksonville | CFP | Percentage of assets, One-time planning fee |
| Tanner Merritt | Keen Capital | Jacksonville | CFP | Percentage of assets, Hourly |
| Mario Payne | TOAMS Financial | Jacksonville | CFP | Percentage of assets, Fixed fees |
| Matthew Cochran | Atlantic Edge Wealth | Jacksonville | CFA | Percentage of assets |
| Nelson Greene | Highline Private Wealth | Jacksonville | CFP | Percentage of assets |
| Thomas DaMour | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Troy Davis | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Alberto Crespo | Crespo Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| Ethan Caldarelli | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Robert Filosa | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Alexander Bateh | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Ana Abreu | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Bhagwati Sangani | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| David Strohecker | D2 Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Donald Drummond | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Giosefin Tonej | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Grant Garretson | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Isaac Brohinsky | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Jeffrey Kopp | Cardea Capital Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Wyatt | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Joel Chamberlain | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| John Giehrl | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Joshua Krafchick | 369 Financial | Jacksonville | Not listed | One-time planning fee |
| Joyce Walker | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Kenneth Krey | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Lia Bertelson | Together Planning | Jacksonville | CFP | Percentage of assets, Hourly |
| Melissa Manley | StillBlue Financial Partners | Jacksonville | Not listed | Percentage of assets, Hourly |
| Melissa Storch | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Randal Trinidad-Ambar | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Shannon Castaneda | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Shaunak Tripathi | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
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