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Personalized advice for portfolio size
of 100K & above
Gainesville, Florida, home to the University of Florida, is known for a strong education, healthcare, and research-driven economy. The city offers a good quality of life having several cultural attractions, parks, and outdoor activities, as well as college-town vibrancy making it a desirable place to live. With a relatively low cost of living, no state income tax, and a strong job market, Gainesville is appealing to both retirees and working professionals. That said, managing investments, taxes, and working toward attaining long-term financial security can be complex, which is why, you may benefit from hiring a financial advisor in Gainesville for meeting your financial needs.
With hundreds of financial advisors to choose from, finding the right fiduciary in Gainesville, FL to meet your unique needs can be challenging. WiserAdvisor simplifies the process by connecting you with 2-3 vetted experts specializing in investment management, tax management, estate planning, retirement planning strategies, and more. Whether you're looking for a financial advisor in Gainesville, FL for wealth management or a financial planner in Gainesville, FL for personalized retirement plans, our network of trusted professionals can help.
For over two decades, we have maintained a directory of financial professionals who meet strict industry standards. Every advisor in our network is thoroughly screened for experience and maintains clean records with FINRA and SEC. Let us help you find an expert in Gainesville retirement planning who understands your financial goals and can guide you toward a comfortable retirement.
Gainesville
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Gainesville,
Florida
have an average of
28
years of experience.
NOTE: The list of vetted financial
advisors in
Gainesville,
Florida
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Gainesville, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
David H. Morgan
CEP®, CFF, MSFS, CEA, RMA R.E.A.P., LLC 4651 Salisbury Road, Suite 400, Jacksonville, FL 32256 |
28 Years | $0 | $25,000 | Fee-Based |
Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65
Compensation/Fee Fee-Based
Office Location
4651 Salisbury Road,
Suite 400,
Jacksonville,
FL
32256
Phone Number
386-793-8981
David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning. Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife. Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs. https://reap.seminarsoncall.com
The REAP Companies (Retirement & Estate Advisors & Professionals, LLC) We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges. REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide: Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate, Income, Financial & Tax Advisory Issues Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 34 | 3016 | $1,869,130,545 | A percentage of AUM, Fixed fees |
|
| 6 | 500 | $128,903,040 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 4 | 713 | $124,652,736 | A percentage of AUM, Fixed fees, Other (SUBADVISER FEES) |
Financial advisors in Gainesville, FL, play a key role in estate planning by helping clients protect and transfer their wealth efficiently. They collaborate with estate attorneys to create wills, trusts, and powers of attorney that align with your financial goals. They ensure your retirement accounts, insurance policies, and investment portfolios have updated beneficiary information. Advisors help minimize estate taxes by employing strategies, such as gifting, charitable donations, or trusts.
Gainesville financial advisors help you structure asset transfers to heirs or charitable organizations to avoid probate and reduce tax burdens. Additionally, they periodically review your estate plan to reflect changes in your finances, family dynamics, or Florida's estate laws.
When selecting a financial advisor in Gainesville, FL, look for the following certifications:
Financial advisors in Gainesville, FL, assist families with education planning by investing in 529 college savings plans, which offer tax advantages for education expenses. They also recommend Coverdell Education Savings Accounts (ESAs) as an alternative to 529 plans for clients seeking flexibility in education expenses.
Financial planners in Gainesville, FL, develop long-term investment strategies to maximize education savings while managing risk. They also offer insights on financial aid eligibility, helping you structure your assets to minimize expected family contributions. Further, advisors use financial models to estimate future college costs and create savings goals to cover tuition, room, board, and other expenses.
Yes, financial advisors in Gainesville, FL, offer specialized services for small business financial planning. They help optimize your business structure enabling you to choose the best business structure (LLC, S-corp, etc.) for tax efficiency and liability protection. They incorporate cash flow management strategies to optimize your business?s financial health.
Additionally, Gainesville financial planners assist with setting up retirement plans for your employees such as 401(k) plans, SEP IRAs, or SIMPLE IRAs. They help maximize deductions and minimize tax liabilities. Further, they assist and help prepare for business succession or sale, ensuring you maximize value and protect your wealth.
Financial advisors in Gainesville, FL, stay updated on financial regulations by continuing their education and enrolling in certification courses. They stay informed about tax laws, estate planning changes, and investment regulations. They are often members of organizations like the Financial Planning Association (FPA) or the National Association of Personal Financial Advisors (NAPFA), which offer regulatory updates.
Advisors attend conferences focusing on new laws, market trends, and regulatory changes. They follow reputable publications for financial news and regulation updates. Lastly, fiduciaries in Gainesville, FL, participate in workshops covering Florida-specific financial regulations.
When interviewing a financial advisor in Gainesville, FL, ask the following questions:
Financial advisors in Gainesville, FL, help clients incorporate charitable giving into their financial plans through several ways. They recommend Donor-Advised Funds (DAFs) to allow you to donate assets, receive an immediate tax deduction, and distribute funds over time. They help establish charitable remainder trusts (CRTs) or charitable lead trusts (CLTs) for tax-efficient giving.
Additionally, Gainesville financial advisors assist retirees in making Qualified Charitable Distributions (QCDs) directly from their IRAs. They also guide you in donating appreciated stocks or real estate to avoid capital gains taxes. Further, they include charitable giving strategies in your estate plan to create a lasting philanthropic impact.
