Family Wealth Advisors, Inc.

Family Wealth Advisors, Inc. (CRD# 143105) is a financial advisory firm headquartered in Orange Park, FL. They manage $34,660,000 in 172 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $201,512
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Family Wealth Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Janice F. Del Toro
CRD#: 4203759
2141 Park Street, Jacksonville, FL 32204
96
Wealthminder
score

Janice Del Toro (CRD# 4203759) is an Investment Advisor Representative working at Family Wealth Advisors, Inc. in Jacksonville, FL and has over 17 years of experience in the finance industry. Janice Del Toro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles H. Drysdale
CRD#: 728369
151 College Drive, Suite 14, Orange Park, FL 32065
93
Wealthminder
score

Charles Drysdale (CRD# 728369) is an Investment Advisor Representative working at Family Wealth Advisors, Inc. in Orange Park, FL and has over 36 years of experience in the finance industry.

3
Shirley J. Dyson
CRD#: 2954726
151-14 College Drive, Orange Park, FL 32065
93
Wealthminder
score

Shirley Dyson (CRD# 2954726) is an Investment Advisor Representative working at Family Wealth Advisors, Inc. in Orange Park, FL and has over 20 years of experience in the finance industry.

4
Andrew J. Smith
CRD#: 5447288
151-14 College Drive, Orange Park, FL 32065
93
Wealthminder
score

Andrew Smith (CRD# 5447288) is an Investment Advisor Representative working at Family Wealth Advisors, Inc. in Orange Park, FL and has over 9 years of experience in the finance industry.

5
William M. Taylor
CRD#: 1800446
151-14 College Drive, Orange Park, FL 32065
93
Wealthminder
score

William Taylor (CRD# 1800446) is an Investment Advisor Representative working at Family Wealth Advisors, Inc. in Orange Park, FL and has over 11 years of experience in the finance industry.

6
Erin V. Fox
CRD#: 4948514
151-14 College Drive, Orange Park, FL 32065
89
Wealthminder
score

Erin Fox (CRD# 4948514) is an Investment Advisor Representative working at Family Wealth Advisors, Inc. in Orange Park, FL and has over 3 years of experience in the finance industry.

7
James C. Cribb
CRD#: 710321
1027 South 8th Street, Fernandina Beach, FL 32034
86
Wealthminder
score

James Cribb (CRD# 710321) is an Investment Advisor Representative working at Family Wealth Advisors, Inc. in Fernandina Beach, FL and has over 37 years of experience in the finance industry. James Cribb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.