24/7 Available · St. Augustine
24-Hour Financial Advisors in St. Augustine, FL — Always Available
Emergencies don't keep business hours. These financial advisors in St. Augustine are available 24 hours a day, 7 days a week — including holidays.
As of June 2026, RatingsNearMe ranks 19 financial advisors in St. Augustine, FL by verified customer ratings and review volume. The highest-rated is Talon Wealth Management with a 4.9-star rating from 46 verified reviews. Also in the top tier: Totus Tuus Consulting LLC and Northwestern Mutual Wealth Management Company: St Augustine, Florida. The average rating across all listed financial advisors in St. Augustine is 5 stars from 8 reviews per business on average.
Financial advisors in St. Augustine typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
8
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Talon Wealth Management
109 Nature Walk Pkwy UNIT 102, St. Augustine, FL 32092, USA
Totus Tuus Consulting LLC
1301 Plantation Island Dr S Suite 201B, St. Augustine, FL 32080, USA
Northwestern Mutual Wealth Management Company: St Augustine, Florida
2802 N 5th St Suite 3, St. Augustine, FL 32084, USA
Financial Advisors Rankings in St. Augustine, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Talon Wealth Management109 Nature Walk Pkwy UNIT 102, St. Augustine, FL 32092, USA | 4.9★ | 46 |
| #2 | Totus Tuus Consulting LLC1301 Plantation Island Dr S Suite 201B, St. Augustine, FL 32080, USA | 5.0★ | 20 |
| #3 | Northwestern Mutual Wealth Management Company: St Augustine, Florida2802 N 5th St Suite 3, St. Augustine, FL 32084, USA | 4.8★ | 16 |
| #4 | Merrill Lynch Wealth Management60 Cathedral Pl, St. Augustine, FL 32084, USA | 4.8★ | 5 |
| #5 | Aiple and Holzem Wealth Management270 Plaza Blvd Ste B4, St. Augustine, FL 32086, USA | 5.0★ | 10 |
| #6 | Christopher Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC2225 Hwy A1A S Suite B9, St. Augustine, FL 32080, USA | 5.0★ | 2 |
| #7 | Galleon Capital Advisors - Ameriprise Financial Services, LLC2225 Hwy A1A S Suite B9, St. Augustine, FL 32080, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Cory Caplinger, CFP®|AAMS®4108 Jimmy Buffett Mem Hwy Ste 304, St Augustine Beach, FL 32080, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Rob Thomas, CFP®1301 Plantation Island Dr S Suite 105 A, St. Augustine, FL 32080, USA | 5.0★ | 1 |
| #10 | Cowan Financial Group3275 US-1, St. Augustine, FL 32086, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in St. Augustine
Merrill Lynch Wealth Management
60 Cathedral Pl, St. Augustine, FL 32084, USA
Aiple and Holzem Wealth Management
270 Plaza Blvd Ste B4, St. Augustine, FL 32086, USA
Christopher Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
2225 Hwy A1A S Suite B9, St. Augustine, FL 32080, USA
Galleon Capital Advisors - Ameriprise Financial Services, LLC
2225 Hwy A1A S Suite B9, St. Augustine, FL 32080, USA
Edward Jones - Financial Advisor: Cory Caplinger, CFP®|AAMS®
4108 Jimmy Buffett Mem Hwy Ste 304, St Augustine Beach, FL 32080, USA
Edward Jones - Financial Advisor: Rob Thomas, CFP®
1301 Plantation Island Dr S Suite 105 A, St. Augustine, FL 32080, USA
Cowan Financial Group
3275 US-1, St. Augustine, FL 32086, USA
Infinite Investment Strategies
125 King St Unit B, St. Augustine, FL 32084, USA
Catherine LaPietra Stone - Financial Advisor, Ameriprise Financial Services, LLC
24 Cathedral Pl UNIT 206, St. Augustine, FL 32084, USA
Edward Jones - Financial Advisor: Cathy Aull, CFP®
4255 US-1 Suite 7, St. Augustine, FL 32086, USA
Edward Jones - Financial Advisor: Deborah Lennon
46 Tuscan Way Suite 304, St. Augustine, FL 32092, USA
Edward Jones - Financial Advisor: Michael P McCarthy, CFP®, CHFC ®, RICP ®
4125 Race Track Rd Suite 107, St Johns, FL 32259, USA
GWN Wealth
390 A1A Beach Blvd UNIT 30, St Augustine Beach, FL 32080, USA
Magnolia Wealth Advisors of Raymond James
30 Epic Blvd Ste 110, St. Augustine, FL 32086, USA
Edward Jones - Financial Advisor: Ron Barteau, ChFC®|AAMS®
113 Nature Walk Pkwy UNIT 104, St. Augustine, FL 32092, USA
Merrill Lynch Financial Advisor Kelvin Miller
60 Cathedral Pl, St. Augustine, FL 32084, USA
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Frequently Asked Questions — Financial Advisors in St. Augustine
What is a fiduciary financial advisor and why does it matter in St. Augustine?
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 St. Augustine, 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 St. Augustine?
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: June 1, 2026.
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