How We Get Compensated

At First Coast Wealth Advisors, we don’t work for a bank, brokerage or insurance company. Our only employer is our client.

We serve as a fiduciary for our clients, which means we have a legal and ethical duty to place the clients interests above our own in every recommendation we make. Our independence from large Wall Street firms enables us to put our clients first in everything we do.

In the majority of circumstances, our client relationships are fee-based. This allows us to tailor each client relationship to bring maximum value for our services. When our clients succeed, we succeed.

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An affiliate of Heffernan Insurance Brokers, CA License #0564249. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA / SIPC. Gemeos Privacy Policy Geneos Form CRS
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