Top Financial Advisors in Fernandina Beach, FL

45 fee-only17 CFP certifiedMedian fee: 1.81% on $500K

Top Advisors in Fernandina Beach

Median Advisor Fee

Fernandina Beach1.81%
National1.25%
45% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only77.6%
Includes Commission22.4%

Top Credentials

CFP17 advisors
CFA3 advisors

Frequently Asked Questions

How much does a financial advisor cost in Fernandina Beach?

The median advisory fee in Fernandina Beach, FL is 1.81% of assets under management. This is 45% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Fernandina Beach?

There are 45 fee-only financial advisors in Fernandina Beach, FL, representing 77.6% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Fernandina Beach financial advisor?

The most common professional designation among Fernandina Beach advisors is the CFP (Certified Financial Planner), held by 17 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 58 Financial Advisors in Fernandina Beach, FL (2026) | TrueAdvisor