#1Covingtonalsina
COVINGTONALSINA, LLC
Serves this area from Jacksonville, FL (21 mi)
Retirement Plan Advisors in Nassau County, FL
The top-ranked retirement plan advisors serving Nassau County, FL are Covingtonalsina, Life Planning Partners, Inc. and Schaffer & Company Asset Management, Inc.. We list 7 retirement plan advisors serving Nassau County, FL. 7 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Nassau County, FL. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Nassau County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Covingtonalsina | SEC-registered investment adviser (CRD)#326810 | Jacksonville, FL (21 mi) | (904) 449-7326 |
| 2 | Life Planning Partners, Inc. | SEC-registered investment adviser (CRD)#129338 | Jacksonville, FL (26 mi) | (904) 448-5158 |
| 3 | Schaffer & Company Asset Management, Inc. | SEC-registered investment adviser (CRD)#138463 | Jacksonville, FL (26 mi) | (585) 563-8626 |
| 4 | Madden Advisory Services, Inc. | SEC-registered investment adviser (CRD)#112607 | Jacksonville, FL (27 mi) | (904) 296-1127 |
| 5 | Nesteggs, Inc. | SEC-registered investment adviser (CRD)#133507 | Jacksonville, FL (28 mi) | (904) 348-3131 |
| 6 | Fortress Wealth Planning | SEC-registered investment adviser (CRD)#307618 | Jacksonville Beach, FL (33 mi) | (904) 301-4545 |
| 7 | Intrepid Capital Management Inc | SEC-registered investment adviser (CRD)#108516 | Jacksonville Beach, FL (33 mi) | (904) 246-3433 |
#2Life Planning Partners, Inc.
LIFE PLANNING PARTNERS, INC.Serves this area from Jacksonville, FL (26 mi)#3Schaffer & Company Asset Management, Inc.
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.Serves this area from Jacksonville, FL (26 mi)#4Madden Advisory Services, Inc.
MADDEN ADVISORY SERVICES, INC.Serves this area from Jacksonville, FL (27 mi)#5Nesteggs, Inc.
NESTEGGS RETIREMENT PLAN SERVICES, INC.Serves this area from Jacksonville, FL (28 mi)#6Fortress Wealth Planning
FORTRESS WEALTH PLANNING, LLCServes this area from Jacksonville Beach, FL (33 mi)#7Intrepid Capital Management Inc
INTREPID CAPITAL MANAGEMENT INCServes this area from Jacksonville Beach, FL (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Nassau County?
We list 7 retirement plan advisors serving Nassau County, FL: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Nassau County?
The top-ranked retirement plan advisors serving Nassau County, FL are Covingtonalsina, Life Planning Partners, Inc., Schaffer & Company Asset Management, Inc., Madden Advisory Services, Inc. and Nesteggs, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Nassau County are verified against official records?
7 of the top 7 match an active official record: Covingtonalsina (U.S. Securities and Exchange Commission), Life Planning Partners, Inc. (U.S. Securities and Exchange Commission), Schaffer & Company Asset Management, Inc. (U.S. Securities and Exchange Commission), Madden Advisory Services, Inc. (U.S. Securities and Exchange Commission) and Nesteggs, Inc. (U.S. Securities and Exchange Commission), and 2 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Yulee, Fernandina Beach, Nassau Village-Ratliff, Hilliard, Callahan