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As a fiduciary and investment advisor to some of the country's biggest retirement plans, CAPTRUST has the experience and the knowledge to best serve your wealth. Does anyone have any recommendations on fiduciary/flat-rate advisors that they trust? This is all new to me and I'm flailing trying to plan. Ideal Client: A physician seeking a fee-only fiduciary advisor Some readers have asked me what is the best way to choose an advisor from this list. We strive to be the best financial advisors in Jacksonville and Ponte Vedra for clients who desire holistic wealth management, without proprietary influence. Working with a financial planner can help you make better financial Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices.
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