Financial advisors for retirement planning in Jacksonville, Florida

Which financial advisor should I talk to about retirement planning in Jacksonville?

For retirement planning in Jacksonville, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Brett Lozowski of Life Planning Partners and Kevin Burkle of HCP Wealth Planning, LLC.

How many fee-only financial advisors in Jacksonville work on retirement planning?

The Wellspent public graph lists 43 fee-only advisors for retirement planning in Jacksonville, at 15 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for retirement planning in Jacksonville charge?

The most common fee among fee-only advisors for retirement planning in Jacksonville is a percentage of assets, used by 91% of the 43 with fees on file. Many use more than one: 19% charge by the hour and 12% charge an ongoing planning fee.

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 much does a one-time financial plan cost in Florida?

A one-time financial plan from a fee-only firm in Florida has a median price of $2,500. We found this across the published prices of 43 Florida firms.

See every fee-only advisor fee in Florida

What credentials should a financial advisor for retirement planning have?

For retirement planning, look for the CFP, EA and CPA. In Jacksonville, 42% of the 43 advisors listed hold the CFP.

Does Florida tax retirement income?

No. Florida has no state income tax, so retirement account withdrawals and pensions aren't taxed at the state level.

What should I ask a financial advisor about retirement planning in Jacksonville?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. Would you plan differently if I might move to another state in retirement?

How current is this list of fee-only advisors for retirement planning 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.