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Ponte Vedra Wealth

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Client assets under management

$73,812,465

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Clients

133

16% high-net worth

Advisors

2

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

67

High

Average account size

$554,981

About

Ponte Vedra Wealth serves individuals, businesses, defined contribution retirement plans, trusts, and estates, managing roughly $74 million for about 133 clients through a two-advisor team. The firm provides portfolio management and financial planning alongside pension consulting for 401(k)-style plans and offers tax compliance, tax planning, bookkeeping, and other business accounting services.

The firm generally manages client portfolios on a discretionary basis, investing primarily in stocks, ETFs, bonds and mutual funds, and applying fundamental and technical analysis, periodic rebalancing, and tax-aware selection of low-cost funds. It also advises plan sponsors on retirement plan investment menus and may act as a non-discretionary ERISA §3(21) fiduciary for plan advice; for held-away accounts it uses a third‑party platform to review and recommend strategic allocation changes.

Ponte Vedra Wealth is distinctive in combining a registered investment adviser with a CPA practice—about 60% of its business is focused on accounting and tax services and the brochure discloses affiliated tax professionals and related conflict-of-interest considerations, a structure that is uncommon among peers. The firm has also expanded into digital-asset services and discloses specific digital-asset risks and controls, noting an advisor credential in blockchain and digital assets, which is an atypical capability for firms of this size.

Client services

Financial planning Portfolio management Pension consulting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee for financial planning services, maximum charge of $7,500; annual updates range from $350 to $750; financial planning free if client also contracts for portfolio management

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001+: 0.60%

Project-based

Hourly rate of $200 per hour for financial planning services if terminated after initial three business days

Other

Account minimum: $250,000 Minimum fee: Minimum annual household fee of $1,000 for investment management services, may be waived or reduced at firm's discretion Fee-only: Fee-only investment management firm, fees based on percentage of assets under management, hourly charges, or fixed fees

Main office location

Ponte Vedra Wealth

818 Jimmy Buffett Memorial Highway, Suite 100

Ponte Vedra Beach FL 32082, United States

Number of offices

1

Most active in

More info

Florida · Georgia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 904-280-0771

Advisors at this firm

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Gregory C

Series 66

Ponte Vedra Beach, FL

Ponte Vedra Wealth

Gregory Chapas is a financial advisor at Ponte Vedra Wealth with four years of industry experience. He holds a Series 66 designation and has worked previously at Fortress Wealth Planning and Raymond James & Associates. Outside of his advisory role, he coaches middle school lacrosse for the Bolles School and through Florida Prep Lacrosse Events LLC. Ponte Vedra Wealth serves individuals, businesses, trusts, estates, and defined contribution plans, offering portfolio management, financial planning, and tax, accounting, and payroll services. The firm combines wealth management with accounting and tax compliance, managing approximately $76.1 million in client assets primarily on a discretionary basis.

Founder/Business Owner
user avatar

Nora W

Series 65

Ponte Vedra Beach, FL

Ponte Vedra Wealth

Nora Wilson is a financial advisor at Ponte Vedra Wealth with 11 years of industry experience. She holds a Series 65 designation and previously worked for Ringeisen & Worrell, P.A. for 13 years before joining her current firm in 2025. Ponte Vedra Wealth serves individuals, businesses, trusts, estates, and defined contribution plans by providing portfolio management, financial planning, consulting, and a range of tax, accounting, and payroll services. The firm operates as both a registered investment adviser and a certified public accounting practice, integrating tax and accounting services with wealth management to deliver a goal-based, actively managed investment approach.

Founder/Business Owner
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