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Financial Advisors in Fernandina Beach, FL — Free Estimates
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As of May 2026, RatingsNearMe ranks 16 financial advisors in Fernandina Beach, FL by verified customer ratings and review volume. The highest-rated is Ironton Capital with a 5.0-star rating from 23 verified reviews. Also in the top tier: The Amelia Island Group - Morgan Stanley and Edward Jones - Financial Advisor: Steven G Gibb, CFP®. The average rating across all listed financial advisors in Fernandina Beach is 4.8 stars from 5 reviews per business on average.
Financial advisors in Fernandina Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.8★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Ironton Capital
3321 S Fletcher Ave, Fernandina Beach, FL 32034, USA
The Amelia Island Group - Morgan Stanley
9900 Amelia Island Pkwy Suite 600, Fernandina Beach, FL 32034, USA
Edward Jones - Financial Advisor: Steven G Gibb, CFP®
11 N 4th St, Fernandina Beach, FL 32034, USA
Financial Advisors Rankings in Fernandina Beach, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Ironton Capital3321 S Fletcher Ave, Fernandina Beach, FL 32034, USA | 5.0★ | 23 |
| #2 | The Amelia Island Group - Morgan Stanley9900 Amelia Island Pkwy Suite 600, Fernandina Beach, FL 32034, USA | 5.0★ | 10 |
| #3 | Edward Jones - Financial Advisor: Steven G Gibb, CFP®11 N 4th St, Fernandina Beach, FL 32034, USA | 5.0★ | 2 |
| #4 | Nicklas Wealth Management501 Centre St unit 124, Fernandina Beach, FL 32034, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Crystal L Henning, CFP®|AAMS®|CRPC™4810 1st Coast Hwy Suite 3, Fernandina Beach, FL 32034, USA | 4.0★ | 4 |
| #6 | Barrington Wealth Management301 Centre St #200, Fernandina Beach, FL 32034, USA | 5.0★ | 1 |
| #7 | Jesse A. Peck, JD, AAMS, WMS, Private Wealth Advisor with Peck Bulgin Wealth Management of Raymond James1416 Park Ave STE 202, Fernandina Beach, FL 32034, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS®463155 FL-200 Suite 8, Yulee, FL 32097, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Brian P Henning, CFP®|AAMS®|CRPC™95766 Amelia Concourse, Fernandina Beach, FL 32034, USA | 4.0★ | 3 |
| #10 | Phileo Advisory Group717 S 8th St Unit B, Fernandina Beach, FL 32034, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Fernandina Beach
Nicklas Wealth Management
501 Centre St unit 124, Fernandina Beach, FL 32034, USA
Edward Jones - Financial Advisor: Crystal L Henning, CFP®|AAMS®|CRPC™
4810 1st Coast Hwy Suite 3, Fernandina Beach, FL 32034, USA
Barrington Wealth Management
301 Centre St #200, Fernandina Beach, FL 32034, USA
Jesse A. Peck, JD, AAMS, WMS, Private Wealth Advisor with Peck Bulgin Wealth Management of Raymond James
1416 Park Ave STE 202, Fernandina Beach, FL 32034, USA
Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS®
463155 FL-200 Suite 8, Yulee, FL 32097, USA
Edward Jones - Financial Advisor: Brian P Henning, CFP®|AAMS®|CRPC™
95766 Amelia Concourse, Fernandina Beach, FL 32034, USA
Phileo Advisory Group
717 S 8th St Unit B, Fernandina Beach, FL 32034, USA
Edward Jones - Financial Advisor: Kim R Boylan, CFP®
1403 Park Ave STE A, Fernandina Beach, FL 32034, USA
Partners Capital, LLC
6 N 2nd St #202, Fernandina Beach, FL 32034, USA
Edward Jones - Financial Advisor: Andrew Newton, CFP®|AAMS®|CKA®
95766 Amelia Concourse, Fernandina Beach, FL 32034, USA
Linda H. MacLeod - Raymond James
1416 Park Ave STE 202, Fernandina Beach, FL 32034, USA
Edgewater Wealth Management of Raymond James
1416 Park Ave STE 202, Fernandina Beach, FL 32034, USA
SMC Advisory
1997 Sadler Rd # 15868, Fernandina Beach, FL 32034, USA
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Frequently Asked Questions — Financial Advisors in Fernandina Beach
What is a fiduciary financial advisor and why does it matter in Fernandina Beach?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Fernandina Beach, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Fernandina Beach?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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