Best Financial Advisors in PONTE VEDRA BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PONTE VEDRA BEACH
FORTRESS WEALTH PLANNING
PONTE VEDRA BEACH, FL · Since 2021
BOWEN, HANES & CO INC
PONTE VEDRA BEACH, FL · Since 1980
SKYVIEW FINANCIAL GROUP, LLC
PONTE VEDRA BEACH, FL · Since 2024
SAWGRASS ASSET MANAGEMENT LLC
PONTE VEDRA BEACH, FL · Since 1998
B&C FINANCIAL ADVISORS
PONTE VEDRA BEACH, FL · Since 1998
EVE PARTNERS
PONTE VEDRA BEACH, FL · Since 2025
VIGIL WEALTH MANAGEMENT, LLC
PONTE VEDRA BEACH, FL · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PONTE VEDRA BEACH?
The median advisory fee in PONTE VEDRA BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.