Best Financial Advisors in PONTE VEDRA, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PONTE VEDRA
ANDERSON FINANCIAL PARTNERS, INC.
PONTE VEDRA, FL · Since 2003
HIGHLAND INVESTMENT ADVISORS LLC
PONTE VEDRA, FL · Since 2021
LIGHTHOUSE RETIREMENT
PONTE VEDRA, FL · Since 2021
INTELLICAPITAL ADVISORS LLC
PONTE VEDRA, FL · Since 2026
CALEO CAPITAL N.A. LLC
PONTE VEDRA, FL · Since 2025
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?
The median advisory fee in PONTE VEDRA, FL is 0.95% of assets under management per year, based on Form ADV filings from 5 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.