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Financial Planners in Yulee, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Yulee: RadiFi Credit Union - Park Street Branch, RFA Score 72/100; 4.7★ from 1,100 Google reviews; open Saturdays until 1 PM.

  2. 5

    Most-reviewed: RadiFi Credit Union - Atlantic Beach, 175 Google reviews at 4.5★, the most of 28 ranked after RadiFi Credit Union - Park Street Branch; ranked #5.

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

28 Yulee financial planners are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 28 rated firms.

Top 10 financial planners in Yulee 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 Yulee at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1RadiFi Credit Union - Park Street Branch724.7★ (1,100)Jacksonville, 22 mi awaySatTop score
2Overflow Finance & Insurance685.0★ (11)YuleeEvenings—
3Florida Financial Advisors675.0★ (63)Jacksonville, 21 mi away——
4Barrington Wealth Management665.0★ (14)Fernandina Beach, 9 mi away——
5RadiFi Credit Union - Atlantic Beach664.5★ (175)Atlantic Beach, 24 mi awaySatMost reviews
6ShieldWolf Strongholds665.0★ (37)Jacksonville, 21 mi away——
7Financial and Business Solutions654.9★ (36)Jacksonville, 22 mi away——
8First Command Financial Advisor - Brian Baldus655.0★ (8)St. Marys, 11 mi away——
9First Horizon Bank - Jacksonville, FL - W Bay St644.6★ (31)Jacksonville, 21 mi away——
10Equitable Advisors634.6★ (21)Jacksonville, 21 mi away——

All 28 financial planners in Yulee, 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 Yulee

    #1 RadiFi Credit Union - Park Street Branch

    Based in Jacksonville, 22 mi away

    72/100RFA 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

  6. #6 ShieldWolf Strongholds

    Based in Jacksonville, 21 mi away

    66/100RFA Score

    Ranked #6 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

  10. #10 Equitable Advisors

    Based in Jacksonville, 21 mi away

    63/100RFA Score

    Ranked #10 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

  14. #14 Patrick & Raines CPAs

    Based in Jacksonville, 22 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.5★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 17 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri–Sun closed
    Address
    4029 Atlantic Blvd, Jacksonville, FL 32207
    View profile for Patrick & Raines CPAs(904) 396-5400

  15. #15 Gold Tree Financial

    Based in Jacksonville, 21 mi away

    60/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8596 Arlington Expressway Service Rd, Jacksonville, FL 32211
    View profile for Gold Tree Financial(904) 725-0556

  16. #16 TaxLiance Group LLC

    Based in Jacksonville, 20 mi away

    60/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Tue 8 AM–7 PM · Wed–Thu closed · Fri 8 AM–7 PM · Sat 10 AM–7 PM · Sun closed
    View profile for TaxLiance Group LLC(954) 993-8718

  19. #19 FamilyLifeQuote

    Based in Jacksonville, 25 mi away

    60/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8:15 AM–6 PM · Sat 10 AM–3:15 PM · Sun closed
    Address
    4145 Shirley Ave STE 1, Jacksonville, FL 32210
    View profile for FamilyLifeQuote(904) 800-5559

  24. #24 BDO

    Based in Jacksonville, 22 mi away

    59/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 2.6★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 2.6★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1301 Riverplace Blvd #900, Jacksonville, FL 32207
    View profile for BDO(904) 396-4015

All 28 financial planners

#1 to #25 are shown in full above. Here are #26 to #28, in RFA Score order; each links to its profile.

financial planners in Yulee, ranks 26 to 28
RankBusinessRFA ScoreGoogle ratingDistance
26Lincoln Financial Advisors Corp571.6★ (14)21 mi
27Bank of America (with Drive-thru ATM)572.8★ (52)25 mi
28Atlantic Edge Private Wealth Management, LLC525.0★ (8)21 mi

Also serving Yulee

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 Yulee
BusinessGoogle ratingDistance
Allegiance Financial Advisors5.0★ (2)24 mi
Chartwell Capital Management1.0★ (1)21 mi
Daniel Johnson - Thrivent8 mi
Delta Settlements5.0★ (1)21 mi
Denali Group5.0★ (1)21 mi
Disciplined Equity Management1.0★ (1)25 mi
Edgewater Wealth Management of Raymond James9 mi
Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS®5.0★ (1)In Yulee
Empowering Financial Freedom5.0★ (2)22 mi
Fifth Third Private Bank - Patrick Macabasco5.0★ (1)21 mi
Financial Strategies of Amelia9 mi
Jesse A. Peck, JD, AAMS, WMS, Private Wealth Advisor with Peck Bulgin Wealth Management of Raymond James5.0★ (1)9 mi
Linda H. MacLeod - Raymond James9 mi
Nicklas Wealth Management5.0★ (1)9 mi
Phileo Advisory Group9 mi
SMC Advisory9 mi
Taras Wealth Management of Raymond James5.0★ (2)22 mi
Tison ConsultingIn Yulee
Wells Fargo Advisors4.5★ (2)In Yulee
Whitney Walter - Northwestern Mutual Life Insurance5.0★ (1)22 mi

How we ranked Yulee financial planners

We scored 28 Yulee 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 Yulee 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 Yulee: frequently asked questions

Which financial planner has the highest RFA Score in Yulee?

By RFA Score, the highest-ranked financial planner in Yulee, FL is RadiFi Credit Union - Park Street Branch with an RFA Score of 72/100. It has 4.7★ from 1,100 Google reviews. It is open Saturdays until 1 PM. Overflow Finance & Insurance (#2) and Florida Financial Advisors (#3) follow. We ranked 28 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Yulee?

RankedFinancialAdvisors ranks 28 financial planners serving Yulee, FL. 1 of them is based in Yulee; 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 Yulee work on weekends?

5 of 28 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are RadiFi Credit Union - Park Street Branch (#1), RadiFi Credit Union - Atlantic Beach (#5) and Dudley Financial Group (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Yulee financial planners have?

The median Google rating among 28 rated financial planners in Yulee is 4.8★, with a median of 14 reviews. RadiFi Credit Union - Park Street Branch has the most, 1,100 reviews, and ranks #1. 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 Yulee count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 28 financial planners serving Yulee.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Yulee pages