Near You · Fernandina Beach
Financial Advisors Near You in Fernandina Beach, FL
Find financial advisors close to you in Fernandina Beach. All results are sorted by proximity and rated by real local customers.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Fernandina Beach, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Ironton Capital with a 5.0-star rating from 23 Google reviews and an RNM Score of 76/100. Also in the top tier: The Amelia Island Group - Morgan Stanley and Jesse A. Peck, JD, AAMS, WMS, Private Wealth Advisor with Peck Bulgin Wealth Management of Raymond James. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS®
Jodi Collins holds both the CFP® and AAMS® designations, offering comprehensive financial planning and asset management expertise that sets her apart among Fernandina Beach advisors.
Most Reviewed
Edward Jones - Financial Advisor: Crystal L Henning, CFP®|AAMS®|CRPC™
A higher review count indicates proven client satisfaction and a track record of trust within the local community, helping prospective clients gauge reliability.
When choosing a financial advisor in Fernandina Beach, verify their credentials and fee structure, and consider scheduling initial consultations with multiple advisors to find the best fit for your personal goals and risk tolerance.
Local Market Snapshot
16
Businesses listed
4.8★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 23 Google reviews, this Fernandina Beach financial advisor is highly trusted.
3321 S Fletcher Ave, Fernandina Beach, FL 32034, USAExceptional 5.0-star rating based on 10 Google reviews from local clients.
9900 Amelia Island Pkwy Suite 600, Fernandina Beach, FL 32034, USAExceptional 5.0-star rating from 2 Google reviews for Fernandina Beach financial advising.
1416 Park Ave STE 202, Fernandina Beach, FL 32034, USAFinancial 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 | 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 |
| #4 | Edward Jones - Financial Advisor: Brian P Henning, CFP®|AAMS®|CRPC™95766 Amelia Concourse, Fernandina Beach, FL 32034, USA | 4.0★ | 3 |
| #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 | Edward Jones - Financial Advisor: Steven G Gibb, CFP®11 N 4th St, Fernandina Beach, FL 32034, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS®463155 FL-200 Suite 8, Yulee, FL 32097, USA | 5.0★ | 1 |
| #8 | Barrington Wealth Management301 Centre St #200, Fernandina Beach, FL 32034, USA | 5.0★ | 1 |
| #9 | Nicklas Wealth Management501 Centre St unit 124, Fernandina Beach, FL 32034, USA | 5.0★ | 1 |
| #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 July 2026
All Financial Advisors in Fernandina Beach
Trusted by local clients, this Fernandina Beach advisor holds a solid 4.0-star rating.
95766 Amelia Concourse, Fernandina Beach, FL 32034, USA
Serving Fernandina Beach with 4.0 stars from a handful of client reviews.
4810 1st Coast Hwy Suite 3, Fernandina Beach, FL 32034, USA
Exceptional 5.0-star rating from 2 Google reviews for financial advising in Fernandina Beach.
11 N 4th St, Fernandina Beach, FL 32034, USA
5.0 stars from early clients, reflecting strong local trust in Fernandina Beach.
463155 FL-200 Suite 8, Yulee, FL 32097, USA
5.0-star rated financial advisor with glowing client reviews in Fernandina Beach.
301 Centre St #200, Fernandina Beach, FL 32034, USA
Trusted Fernandina Beach financial advisor with a perfect 5.0-star rating from clients.
501 Centre St unit 124, Fernandina Beach, FL 32034, USA
This local financial advisor has no online ratings yet from Google reviews.
717 S 8th St Unit B, Fernandina Beach, FL 32034, USA
This financial advisor has no Google reviews yet, so their reputation is unrated.
1416 Park Ave STE 202, Fernandina Beach, FL 32034, USA
No reviews yet for this Fernandina Beach financial advisor.
1416 Park Ave STE 202, Fernandina Beach, FL 32034, USA
A local financial advisor in Fernandina Beach with no customer reviews yet.
95766 Amelia Concourse, Fernandina Beach, FL 32034, USA
No ratings yet for this Fernandina Beach financial advisor based on zero Google reviews.
1997 Sadler Rd # 15868, Fernandina Beach, FL 32034, USA
A local financial advisor in Fernandina Beach with no customer reviews yet.
6 N 2nd St #202, Fernandina Beach, FL 32034, USA
No reviews yet; check back for client feedback on this Fernandina Beach financial advisor.
1403 Park Ave STE A, Fernandina Beach, FL 32034, USA
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Financial Advisors in Fernandina Beach, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Ironton Capital | 76/100 | 5.0 ★ | 23 |
| 2 | The Amelia Island Group - Morgan Stanley | 71/100 | 5.0 ★ | 10 |
| 3 | Jesse A. Peck, JD, AAMS, WMS, Private Wealth Advisor with Peck Bulgin Wealth Management of Raymond James | 64/100 | 5.0 ★ | 2 |
| 4 | Edward Jones - Financial Advisor: Brian P Henning, CFP®|AAMS®|CRPC™ | 49/100 | 4.0 ★ | 3 |
| 5 | Edward Jones - Financial Advisor: Crystal L Henning, CFP®|AAMS®|CRPC™ | 50/100 | 4.0 ★ | 4 |
| 6 | Edward Jones - Financial Advisor: Steven G Gibb, CFP® | 64/100 | 5.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 8 | Barrington Wealth Management | 62/100 | 5.0 ★ | 1 |
| 9 | Nicklas Wealth Management | 62/100 | 5.0 ★ | 1 |
| 10 | Phileo Advisory Group | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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