Fee-only adviser · Jacksonville Beach, FL
Standfast Asset Management, LLC
Standfast Asset Management, LLC is a fee-only investment adviser registered with the securities regulators of Florida, New Jersey, with its main office in Jacksonville Beach, Florida. On its latest Form ADV, filed March 27, 2026, it reports $101M in regulatory assets under management, 227 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, New Jersey |
|---|---|
| Firm CRD number | 136671 |
| Office | 1548 the Greens Way Jacksonville Beach, FL 32250 |
| Phone | (904) 285-2130 |
| Website | www.standfastic.com |
| Regulatory assets under management | $101M ($69M discretionary) |
| Individual clients | 184 non-high-net-worth, 43 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Jacksonville Beach
- Strivus Wealth Partners LLC $159M
- Fortress Wealth Planning $794M
- Mooney Financial $92M
- Lionsbridge Wealth Management LLC $122M
- Flood Tide Financial LLC $4.8M
- Palm Valley Capital Management $282M
See all 7 fee-only advisers in Jacksonville Beach →
Nearby
- Neptune Beach 1 firm
- Jacksonville 30 firms
- Ponte Vedra 3 firms
- Ponte Vedra Beach 16 firms
- Saint Johns 1 firm
- Fleming Island 1 firm
- Fernandina Beach 1 firm
- St. Augustine 4 firms
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