Top Financial Advisors in Ponte Vedra Beach, FL

171 fee-only56 CFP certifiedMedian fee: 1.45% on $500K

Top Advisors in Ponte Vedra Beach

Median Advisor Fee

Ponte Vedra Beach1.45%
National1.25%
16% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only37.3%
Includes Commission62.7%

Top Credentials

CFP56 advisors
CFA11 advisors

Frequently Asked Questions

How much does a financial advisor cost in Ponte Vedra Beach?

The median advisory fee in Ponte Vedra Beach, FL is 1.45% of assets under management. This is 16% 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 Ponte Vedra Beach?

There are 171 fee-only financial advisors in Ponte Vedra Beach, FL, representing 37.3% 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 Ponte Vedra Beach financial advisor?

The most common professional designation among Ponte Vedra Beach advisors is the CFP (Certified Financial Planner), held by 56 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 459 Financial Advisors in Ponte Vedra Beach, FL (2026) | TrueAdvisor