Fee-only adviser · Ponte Vedra Beach, FL
Vigil Wealth Management, LLC
Vigil Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Ponte Vedra Beach, Florida. On its latest Form ADV, filed March 24, 2026, it reports $186M in regulatory assets under management, 162 individual clients and 3 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 299619 · SEC file 801-127114 |
| Office | 822 A1A North Suite 102 Ponte Vedra Beach, FL 32082 |
| Phone | (904) 709-4810 |
| Website | www.vigilwealthmanagement.com |
| Regulatory assets under management | $186M ($179M discretionary) |
| Individual clients | 89 non-high-net-worth, 73 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 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 provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Ponte Vedra Beach
- B&C Financial Advisors $626M
- Total Wealth Planning and Management, Inc. $239M
- Skyview Financial Group, LLC $287M
- Truewater Wealth $74M
- Mos Capital, Inc. $230M
- Sapphire Wealth Consulting, Inc. $52M
See all 16 fee-only advisers in Ponte Vedra Beach →
Nearby
- Ponte Vedra 3 firms
- Jacksonville Beach 7 firms
- Saint Johns 1 firm
- Neptune Beach 1 firm
- Jacksonville 30 firms
- St. Augustine 4 firms
- Fleming Island 1 firm
- Green Cove Springs 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Vigil Wealth Management, LLC? Update this listing.