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Financial Planners in Bellair-Meadowbrook Terrace, FL: 2026 rankings

108 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bellair-Meadowbrook Terrace: RadiFi Credit Union - Park Street Branch, RFA Score 74/100; 4.7★ from 1,100 Google reviews; open Saturdays until 1 PM.

  2. 7

    Most-reviewed: Tax Defense Network, 1,380 Google reviews at 4.1★, the most of 108 ranked; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

108 Bellair-Meadowbrook Terrace financial planners are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 108 rated firms.

Top 10 financial planners in Bellair-Meadowbrook Terrace at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Bellair-Meadowbrook Terrace at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1RadiFi Credit Union - Park Street Branch744.7★ (1,100)Jacksonville, 11 mi awaySatTop score
2KMS Financial Group735.0★ (245)Jacksonville, 11 mi away——
3RadiFi Credit Union - Orange Park Branch734.6★ (186)Bellair-Meadowbrook TerraceSat—
4First Command Financial Advisor - Blace Albert725.0★ (62)Bellair-Meadowbrook Terrace——
5RadiFi Credit Union - Westside Branch724.6★ (229)Jacksonville, 5 mi awaySat—
6First Command Financial Advisor - Antonia Proctor705.0★ (36)Bellair-Meadowbrook Terrace——
7Tax Defense Network694.1★ (1,380)Jacksonville, 13 mi awaySat · EveningsMost reviews
8Camarda Wealth Advisory Group694.6★ (74)Fleming Island, 5 mi away——
9HCP Wealth Planning695.0★ (51)Atlantic Beach, 9 mi awaySat · Sun · Evenings—
10Florida Financial Advisors695.0★ (63)Jacksonville, 11 mi away——

All 108 financial planners in Bellair-Meadowbrook Terrace, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Bellair-Meadowbrook Terrace

    #1 RadiFi Credit Union - Park Street Branch

    Based in Jacksonville, 11 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 1,100 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 1,100 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    562 Park St Suite 100, Jacksonville, FL 32204
    View profile for RadiFi Credit Union - Park Street Branch(904) 475-8000

  2. #2 KMS Financial Group

    Based in Jacksonville, 11 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 245 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 245 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9250 Baymeadows Rd Ste 120, Jacksonville, FL 32256
    View profile for KMS Financial Group(904) 657-3381

  7. #7 Tax Defense Network

    Based in Jacksonville, 13 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.1★ from 1,380 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 1,380 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–3 PM · Sun closed
    Address
    7159 Corklan Dr Suite 150, Jacksonville, FL 32258
    View profile for Tax Defense Network(904) 440-0641

  12. #12 NuVenture Financial Group

    Based in Jacksonville, 12 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 68 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    10151 Deerwood Park Blvd Bldg 100, Suite 120, Jacksonville, FL 32256
    View profile for NuVenture Financial Group(904) 253-7600

  13. #13 ShieldWolf Strongholds

    Based in Jacksonville, 11 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    50 N Laura St Ste 2500, Jacksonville, FL 32202
    View profile for ShieldWolf Strongholds(904) 822-4262

  14. #14 Talon Wealth Management

    Based in Saint Augustine, 15 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    109 Nature Walk Pkwy Unit 102, St. Augustine, FL 32092
    View profile for Talon Wealth Management(904) 515-5000

  16. #16 Woman To Woman Financial

    Based in Jacksonville, 10 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 10 AM–3 PM · Sat–Sun closed
    Address
    6620 Southpoint Dr N Ste. 500, Jacksonville, FL 32216
    View profile for Woman To Woman Financial(904) 753-5250

  18. #18 369 Financial

    Based in Jacksonville, 11 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7751 Belfort Pkwy #200, Jacksonville, FL 32256
    View profile for 369 Financial(904) 746-9485

  20. #20 Revision Wealth Management

    Based in Jacksonville, 11 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4655 Salisbury Rd #115, Jacksonville, FL 32256
    View profile for Revision Wealth Management(800) 564-8464

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 108 ranked financial planners here; the rest are on their profiles.

financial planners in Bellair-Meadowbrook Terrace, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26DuVal Fields CPA Group, PA655.0★ (21)13 mi
27Equitable Advisors654.6★ (21)11 mi
28First Command Financial Advisor - Devlin Root655.0★ (21)15 mi
29TOAMS Financial654.4★ (18)8 mi
30Andreas Heinrich, CPCU®️ at Prudential Advisors654.6★ (18)11 mi
31First Command643.7★ (6)In Bellair-Meadowbrook Terrace
32InVestra Financial Services645.0★ (13)11 mi
33The Legacy Retirement Group645.0★ (29)20 mi
34Patrick & Raines CPAs644.5★ (17)11 mi
35Black Creek Wealth Management645.0★ (9)10 mi
36First Command Financial Advisor - John Hess, CFP®643.7★ (3)In Bellair-Meadowbrook Terrace
37Jacksonville Wealth Management644.9★ (10)11 mi
38Ponte Vedra Wealth Management Group of Wells Fargo Advisors635.0★ (25)22 mi
39Excalibur Financial Services635.0★ (10)13 mi
40Capital Analysts Inc635.0★ (7)10 mi
41Life Gateway635.0★ (7)10 mi
42FamilyLifeQuote635.0★ (5)8 mi
43TrustWell Financial Advisors635.0★ (9)12 mi
44Family Tree Financial Group635.0★ (12)16 mi
45DS Drelich & Associates635.0★ (6)10 mi
46Keith E Johnson CPA PA633.7★ (16)9 mi
47Oxford Advisory Group634.6★ (10)13 mi
48Merrill Lynch Wealth Management633.9★ (17)11 mi
49Donald Williams - Thrivent634.0★ (4)6 mi
50Strategic Wealth Specialists635.0★ (7)12 mi

Also serving Bellair-Meadowbrook Terrace

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Bellair-Meadowbrook Terrace
BusinessGoogle ratingDistance
Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLCIn Bellair-Meadowbrook Terrace
Ashton "A K" King: Primerica - Financial Services5.0★ (7)In Bellair-Meadowbrook Terrace
Base Wealth Management5.0★ (3)In Bellair-Meadowbrook Terrace
Danny Johnson: Primerica - Financial Services5.0★ (2)In Bellair-Meadowbrook Terrace
Edward Jones - Financial Advisor: David Fieber, CFP®|ChFC®|CLU®5.0★ (27)In Bellair-Meadowbrook Terrace
First Command Financial Advisor - Ron Scarborough, CFP®5.0★ (1)In Bellair-Meadowbrook Terrace
Florida Funding Source5.0★ (22)In Bellair-Meadowbrook Terrace
Fox Financial Advisors5.0★ (1)In Bellair-Meadowbrook Terrace
Gratium Wealth Planning - Ameriprise Financial Services, LLC3.5★ (2)In Bellair-Meadowbrook Terrace
Herfy Financial Services LLC5.0★ (1)In Bellair-Meadowbrook Terrace
Jess Cook - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Bellair-Meadowbrook Terrace
LTC Financial PartnersIn Bellair-Meadowbrook Terrace
Michael McCranie - Financial Advisor, Ameriprise Financial Services, LLCIn Bellair-Meadowbrook Terrace
Paul Streeter - Financial Advisor, Ameriprise Financial Services, LLCIn Bellair-Meadowbrook Terrace
Raymond James Financial ServicesIn Bellair-Meadowbrook Terrace
Thorsen Wealth Management5.0★ (2)In Bellair-Meadowbrook Terrace
Trajan WealthIn Bellair-Meadowbrook Terrace
Vahid Rad5.0★ (3)In Bellair-Meadowbrook Terrace
Wealth Enhancement Group5.0★ (1)In Bellair-Meadowbrook Terrace
Wells Fargo AdvisorsIn Bellair-Meadowbrook Terrace

How we ranked Bellair-Meadowbrook Terrace financial planners

We scored 108 Bellair-Meadowbrook Terrace financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Bellair-Meadowbrook Terrace data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Bellair-Meadowbrook Terrace: frequently asked questions

Which financial planner has the highest RFA Score in Bellair-Meadowbrook Terrace?

By RFA Score, the highest-ranked financial planner in Bellair-Meadowbrook Terrace, FL is RadiFi Credit Union - Park Street Branch with an RFA Score of 74/100. It has 4.7★ from 1,100 Google reviews. It is open Saturdays until 1 PM. KMS Financial Group (#2) and RadiFi Credit Union - Orange Park Branch (#3) follow. We ranked 108 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Bellair-Meadowbrook Terrace?

RankedFinancialAdvisors ranks 108 financial planners serving Bellair-Meadowbrook Terrace, FL. 6 of them are based in Bellair-Meadowbrook Terrace; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Bellair-Meadowbrook Terrace work on weekends?

14 of 108 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are RadiFi Credit Union - Park Street Branch (#1), RadiFi Credit Union - Orange Park Branch (#3) and RadiFi Credit Union - Westside Branch (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bellair-Meadowbrook Terrace financial planners have?

The median Google rating among 108 rated financial planners in Bellair-Meadowbrook Terrace is 5.0★, with a median of 11 reviews. Tax Defense Network has the most, 1,380 reviews, and ranks #7. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Bellair-Meadowbrook Terrace count in this ranking?

Yes, if they are within 25 mi of the Bellair-Meadowbrook Terrace city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Bellair-Meadowbrook Terrace ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Bellair-Meadowbrook Terrace a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Bellair-Meadowbrook Terrace

  1. November 2026: RFA Scores recalculated for 108 financial planners serving Bellair-Meadowbrook Terrace.

More financial planners and Bellair-Meadowbrook Terrace pages