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Financial Planners in Jacksonville, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Jacksonville: RadiFi Credit Union - Park Street Branch, RFA Score 77/100; 4.7★ from 1,100 Google reviews; open Saturdays until 1 PM.

  2. 4

    Most-reviewed: Tax Defense Network, 1,380 Google reviews at 4.1★, the most of 111 ranked; ranked #4.

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

111 Jacksonville financial planners are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 111 rated firms.

Top 10 financial planners in Jacksonville 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 Jacksonville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1RadiFi Credit Union - Park Street Branch774.7★ (1,100)JacksonvilleSatTop score
2KMS Financial Group765.0★ (245)Jacksonville——
3RadiFi Credit Union - Westside Branch734.6★ (229)JacksonvilleSat—
4Tax Defense Network734.1★ (1,380)JacksonvilleSat · EveningsMost reviews
5Florida Financial Advisors735.0★ (63)Jacksonville——
6NuVenture Financial Group724.8★ (68)Jacksonville——
7ShieldWolf Strongholds715.0★ (37)Jacksonville——
8Financial and Business Solutions714.9★ (36)Jacksonville——
9Woman To Woman Financial705.0★ (27)Jacksonville——
10369 Financial705.0★ (26)Jacksonville——

All 111 financial planners in Jacksonville, 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.

  2. #2 KMS Financial Group

    Based in Jacksonville

    76/100RFA 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

  4. #4 Tax Defense Network

    Based in Jacksonville

    73/100RFA Score

    Ranked #4 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

  6. #6 NuVenture Financial Group

    Based in Jacksonville

    72/100RFA Score

    Ranked #6 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

  7. #7 ShieldWolf Strongholds

    Based in Jacksonville

    71/100RFA Score

    Ranked #7 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

  9. #9 Woman To Woman Financial

    Based in Jacksonville

    70/100RFA Score

    Ranked #9 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

  10. #10 369 Financial

    Based in Jacksonville

    70/100RFA Score

    Ranked #10 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

  15. #15 Revision Wealth Management

    Based in Jacksonville

    70/100RFA Score

    Ranked #15 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

  20. #20 Equitable Advisors

    Based in Jacksonville

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    One Enterprise Center, 225 Water St #1235, Jacksonville, FL 32202
    View profile for Equitable Advisors(904) 353-5611

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 111 ranked financial planners here; the rest are on their profiles.

financial planners in Jacksonville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Concierge Financial Advisors685.0★ (12)In Jacksonville
27Patrick & Raines CPAs684.5★ (17)In Jacksonville
28TOAMS Financial684.4★ (18)In Jacksonville
29Excalibur Financial Services685.0★ (10)In Jacksonville
30Wolf Retirement Navigation LLC684.7★ (12)In Jacksonville
31Jacksonville Wealth Management684.9★ (10)In Jacksonville
32Tusk Financial Planning685.0★ (29)11 mi
33TrustWell Financial Advisors685.0★ (9)In Jacksonville
34Oxford Advisory Group674.6★ (10)In Jacksonville
35Stillwater Wealth Management- Chown Financial Solutions675.0★ (7)In Jacksonville
36Strategic Wealth Specialists675.0★ (7)In Jacksonville
37Camarda Wealth Advisory Group674.6★ (74)15 mi
38Capital Analysts Inc675.0★ (7)In Jacksonville
39Merrill Lynch Wealth Management673.9★ (17)In Jacksonville
40Merrill Lynch Financial Advisor William Merriam674.5★ (8)In Jacksonville
41DS Drelich & Associates675.0★ (6)In Jacksonville
42FamilyLifeQuote675.0★ (5)In Jacksonville
43Talon Wealth Management674.9★ (57)20 mi
44Keith E Johnson CPA PA673.7★ (16)In Jacksonville
45Madden Advisory Services, Inc.664.3★ (6)In Jacksonville
46Spark Wealth Advisors665.0★ (11)8 mi
47Jax Wealth Advisors665.0★ (4)In Jacksonville
48Gold Tree Financial665.0★ (4)In Jacksonville
49Hubbard Financial Planners665.0★ (4)In Jacksonville
50Together Planning Jacksonville665.0★ (4)In Jacksonville

Also serving Jacksonville

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 Jacksonville
BusinessGoogle ratingDistance
Alex Izakson: Primerica - Financial Services4.7★ (3)In Jacksonville
American Consumer Credit Counseling, Inc.5.0★ (1,999)In Jacksonville
Cohen Wealth Advisory5.0★ (10)In Jacksonville
Core Global Financial LLC5.0★ (24)In Jacksonville
Edward Jones - Financial Advisor: David E McDonough, CFP®5.0★ (3)In Jacksonville
Edward Jones - Financial Advisor: Jason York, AAMS®5.0★ (22)In Jacksonville
Harris Financial Coaching5.0★ (21)In Jacksonville
J. Biance Financial5.0★ (8)In Jacksonville
Jacqueline Proffit - Mutual of Omaha Advisor3.7★ (6)In Jacksonville
JC St. Fleur: Primerica - Financial Services5.0★ (9)In Jacksonville
Justin Kyle Wroten: Primerica - Financial Services5.0★ (7)In Jacksonville
Kastelz Wealth Management5.0★ (7)In Jacksonville
Lionel Smith: Primerica - Financial Services4.6★ (9)In Jacksonville
Lunise Casimir-dufrene: Primerica - Financial Services5.0★ (12)In Jacksonville
Martin Stubbs Tax Financial Service5.0★ (5)In Jacksonville
Michael Wroten: Primerica - Financial Services5.0★ (10)In Jacksonville
Raymond James & Associates4.0★ (4)In Jacksonville
Riverplace Capital Management5.0★ (4)In Jacksonville
Team N&L Wealth Builders, Inc.5.0★ (222)In Jacksonville
Wells Fargo Advisors3.0★ (6)In Jacksonville

How we ranked Jacksonville financial planners

We scored 111 Jacksonville 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 Jacksonville 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 Jacksonville: frequently asked questions

Which financial planner has the highest RFA Score in Jacksonville?

By RFA Score, the highest-ranked financial planner in Jacksonville, FL is RadiFi Credit Union - Park Street Branch with an RFA Score of 77/100. It has 4.7★ from 1,100 Google reviews. It is open Saturdays until 1 PM. KMS Financial Group (#2) and RadiFi Credit Union - Westside Branch (#3) follow. We ranked 111 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Jacksonville?

RankedFinancialAdvisors ranks 111 financial planners serving Jacksonville, FL. 41 of them are based in Jacksonville; 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 Jacksonville work on weekends?

15 of 111 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 - Westside Branch (#3) and Tax Defense Network (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Jacksonville financial planners have?

The median Google rating among 111 rated financial planners in Jacksonville is 5.0★, with a median of 10 reviews. Tax Defense Network has the most, 1,380 reviews, and ranks #4. 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 Jacksonville count in this ranking?

Yes, if they are within 25 mi of the Jacksonville 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 Jacksonville 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 Jacksonville 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 Jacksonville

  1. November 2026: RFA Scores recalculated for 111 financial planners serving Jacksonville.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Jacksonville pages