Financial advisors for tax planning in Jacksonville, Florida

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

For tax planning in Jacksonville, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Brett Lozowski of Life Planning Partners and Jake Skelhorn of Spark Wealth Advisors.

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

The Wellspent public graph lists 45 fee-only advisors for tax 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 tax planning in Jacksonville charge?

The most common fee among fee-only advisors for tax planning in Jacksonville is a percentage of assets, used by 89% of the 45 with fees on file. Many use more than one: 18% charge by the hour and 11% 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 tax planning have?

For tax planning, look for the EA, CPA and CFP. In Jacksonville, 38% of the 45 advisors listed hold the CFP.

Does Florida have a state income tax?

No. Florida has no state income tax, so federal tax drives most financial planning for residents.

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

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. If I've worked in other states, what could I still owe there?

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