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Financial Planners in Ponte Vedra Beach, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Ponte Vedra Beach: KMS Financial Group, RFA Score 73/100; 5.0★ from 245 Google reviews.

  2. 4

    Most-reviewed: Tax Defense Network, 1,380 Google reviews at 4.1★, the most of 110 ranked; ranked #4.

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

110 Ponte Vedra Beach 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 110 rated firms.

Top 10 financial planners in Ponte Vedra Beach 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 Ponte Vedra Beach at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1KMS Financial Group735.0★ (245)Jacksonville, 11 mi away—Top score
2RadiFi Credit Union - Park Street Branch724.7★ (1,100)Jacksonville, 18 mi awaySat—
3RadiFi Credit Union - Atlantic Beach704.5★ (175)Atlantic Beach, 6 mi awaySat—
4Tax Defense Network704.1★ (1,380)Jacksonville, 11 mi awaySat · EveningsMost reviews
5The Legacy Retirement Group705.0★ (29)Ponte Vedra Beach——
6Ponte Vedra Wealth Management Group of Wells Fargo Advisors695.0★ (25)Ponte Vedra Beach——
7NuVenture Financial Group694.8★ (68)Jacksonville, 10 mi away——
8HCP Wealth Planning685.0★ (51)Atlantic Beach, 14 mi awaySat · Sun · Evenings—
9Florida Financial Advisors675.0★ (63)Jacksonville, 17 mi away——
10Arthurs Wealth Management675.0★ (12)Ponte Vedra Beach——

All 110 financial planners in Ponte Vedra Beach, 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 Ponte Vedra Beach

    #1 KMS Financial Group

    Based in Jacksonville, 11 mi away

    73/100RFA Score

    Ranked #1 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, 11 mi away

    70/100RFA 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

  5. #5 The Legacy Retirement Group

    Based in Ponte Vedra Beach

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon 8 AM–5 PM · Tue–Thu 9 AM–6 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    360 Town Plaza Ave Suite 340, Ponte Vedra Beach, FL 32081
    View profile for The Legacy Retirement Group(904) 670-0711

  7. #7 NuVenture Financial Group

    Based in Jacksonville, 10 mi away

    69/100RFA Score

    Ranked #7 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

  11. #11 Talon Wealth Management

    Based in Saint Augustine, 16 mi away

    67/100RFA Score

    Ranked #11 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 Stratton & Company

    Based in Ponte Vedra Beach

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.4★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    40 Tavernier Dr Suite C, Ponte Vedra Beach, FL 32081
    View profile for Stratton & Company(904) 425-0943

  18. #18 369 Financial

    Based in Jacksonville, 12 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 Woman To Woman Financial

    Based in Jacksonville, 12 mi away

    66/100RFA Score

    Ranked #20 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

  21. #21 Fortress Wealth Planning

    Based in Jacksonville Beach, 1 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1400 Marsh Landing Pkwy Ste 112, Jacksonville Beach, FL 32250
    View profile for Fortress Wealth Planning(904) 301-4545

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

financial planners in Ponte Vedra Beach, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26ShieldWolf Strongholds665.0★ (37)18 mi
27Wolf Retirement Navigation LLC664.7★ (12)4 mi
28Financial and Business Solutions654.9★ (36)17 mi
29Ridgeline Private Wealth655.0★ (5)In Ponte Vedra Beach
30Revision Wealth Management655.0★ (20)12 mi
31Tusk Financial Planning655.0★ (29)17 mi
32First Command Financial Advisor - Antonia Proctor655.0★ (36)20 mi
33Camarda Wealth Advisory Group654.6★ (74)21 mi
34Primerica Financial Services654.8★ (21)12 mi
35Palm Valley Wealth Management655.0★ (4)In Ponte Vedra Beach
36Stillwater Wealth Management- Chown Financial Solutions655.0★ (7)5 mi
37First Command Financial Advisor - Devlin Root655.0★ (21)16 mi
38First Command Financial Advisor - Art Porcelli645.0★ (5)4 mi
39Matador Financial Planning, LLC644.0★ (4)In Ponte Vedra Beach
40Excalibur Financial Services645.0★ (10)10 mi
41Fidelity Investments643.4★ (5)In Ponte Vedra Beach
42De Maine Wealth Management645.0★ (3)1 mi
43Strivus Wealth Partners645.0★ (3)1 mi
44First Horizon Bank - Jacksonville, FL - W Bay St644.6★ (31)18 mi
45Beachside Wealth Partners645.0★ (4)4 mi
46TrustWell Financial Advisors645.0★ (9)10 mi
47David N Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC642.8★ (5)In Ponte Vedra Beach
48Jacksonville Wealth Management644.9★ (10)12 mi
49Miller Wealth Management635.0★ (3)4 mi
50Family Tree Financial Group635.0★ (12)15 mi

Also serving Ponte Vedra Beach

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 Ponte Vedra Beach
BusinessGoogle ratingDistance
B&C Financial Advisors5.0★ (1)In Ponte Vedra Beach
Blackridge Asset Management of Ponte Vedra Beach5.0★ (1)In Ponte Vedra Beach
Brower Financial Group5.0★ (2)In Ponte Vedra Beach
Brust Wealth Advisors5.0★ (1)In Ponte Vedra Beach
David N. Adams, Inc.5.0★ (1)In Ponte Vedra Beach
Dawn Alexander - Morgan Stanley5.0★ (2)In Ponte Vedra Beach
Edward Jones - Financial Advisor: Elizabeth Olsen, CFP®5.0★ (2)In Ponte Vedra Beach
Edward Jones - Financial Advisor: Serena Ostrowsky, CFP®|CRPC™4.3★ (6)In Ponte Vedra Beach
Freedom Wealth Services5.0★ (2)In Ponte Vedra Beach
Gratium Wealth Planning - Ameriprise Financial Services, LLC5.0★ (1)In Ponte Vedra Beach
iTP Partners5.0★ (1)In Ponte Vedra Beach
James Sole :First Horizon Mortgage5.0★ (1)In Ponte Vedra Beach
Karsten Jacobson - Raymond James5.0★ (1)In Ponte Vedra Beach
Life Management Advisors3.0★ (2)In Ponte Vedra Beach
Morgan Stanley5.0★ (1)In Ponte Vedra Beach
Raymond James Financial Services5.0★ (2)In Ponte Vedra Beach
Sawgrass Asset Management, LLC5.0★ (1)In Ponte Vedra Beach
Truewater Wealth5.0★ (2)In Ponte Vedra Beach
Wheeler Wealth5.0★ (31)In Ponte Vedra Beach
Wilkinson Financial - Northwestern Mutual5.0★ (1)In Ponte Vedra Beach

How we ranked Ponte Vedra Beach financial planners

We scored 110 Ponte Vedra Beach 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 Ponte Vedra Beach 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 Ponte Vedra Beach: frequently asked questions

Which financial planner has the highest RFA Score in Ponte Vedra Beach?

By RFA Score, the highest-ranked financial planner in Ponte Vedra Beach, FL is KMS Financial Group with an RFA Score of 73/100. It has 5.0★ from 245 Google reviews. RadiFi Credit Union - Park Street Branch (#2) and RadiFi Credit Union - Atlantic Beach (#3) follow. We ranked 110 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Ponte Vedra Beach?

RankedFinancialAdvisors ranks 110 financial planners serving Ponte Vedra Beach, FL. 12 of them are based in Ponte Vedra Beach; 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 Ponte Vedra Beach work on weekends?

15 of 110 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are RadiFi Credit Union - Park Street Branch (#2), RadiFi Credit Union - Atlantic Beach (#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 Ponte Vedra Beach financial planners have?

The median Google rating among 110 rated financial planners in Ponte Vedra Beach 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 Ponte Vedra Beach count in this ranking?

Yes, if they are within 25 mi of the Ponte Vedra Beach 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 Ponte Vedra Beach 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 Ponte Vedra Beach 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 Ponte Vedra Beach

  1. November 2026: RFA Scores recalculated for 110 financial planners serving Ponte Vedra Beach.

More financial planners and Ponte Vedra Beach pages