Financial advisors for executives in Florida
Which financial advisor should I talk to as an executive in Florida?
For executives in Florida, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Franklin Gay of Tobias Financial Advisors, Marisa Bradbury of Sigma Investment Counselors and Brian Sirota of FirsTrust.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Franklin Gay Tobias Financial Advisors, Plantation Holds the CPA, CFA and CFP. Fees on file: percentage of assets, hourly.
- Marisa Bradbury Sigma Investment Counselors, Lake Mary Holds the CFA and CFP. Fees on file: percentage of assets.
- Brian Sirota FirsTrust, Daytona Beach Holds the CFA and CFP. Fees on file: percentage of assets.
- Otto Rivera Mindful Wealth LLC, St Louis Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- Jorge Soriano Financial Optimist LLC, Saint Petersburg Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
- Maria Castillo Dominguez Valoria Wealth Management, Cooper City Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
How many fee-only financial advisors in Florida work with executives?
The Wellspent public graph lists 101 fee-only advisors for executives in Florida, at 60 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for executives in Florida located?
Of the 101 fee-only advisors for executives in Florida, 13 are in Tampa, followed by 12 in Ponte Vedra Beach and 11 in Boca Raton.
Plus 53 in other cities.
How do fee-only advisors for executives in Florida charge?
The most common fee among fee-only advisors for executives in Florida is a percentage of assets, used by 93% of the 101 with fees on file. Many use more than one: 55% charge fixed fees and 31% charge by the hour.
How much do fee-only financial advisors charge in Florida?
Fee-only financial advisors in Florida charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 48 Florida firms.
How much does a one-time financial plan cost in Florida?
A one-time financial plan from a fee-only firm in Florida has a median price of $2,500. We found this across the published prices of 43 Florida firms.
What credentials should a financial advisor for executives have?
For executives, look for the CPA, CFA and CFP. In Florida, 43% of the 101 advisors listed hold the CFP.
- CPA2% in Florida
- CPAs help with deferred compensation tax.
- CFA8% in Florida
- The CFA helps with concentrated stock.
- CFP43% in Florida
- The CFP keeps compensation in the wider plan.
- EA4% in Florida
- Enrolled agents add tax depth.
How do Florida advisors for executives compare with the rest of the US?
31% of fee-only advisors for executives in Florida charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Florida. Light bars are all US advisors for executives.
Does Florida have a state income tax?
No. Florida has no state income tax, so federal tax drives most financial planning for residents.
What happens to stock pay if you move to or from Florida?
States often tax stock pay based on where you worked between grant and vesting, so a move to or from Florida can split that income across states. Tell any advisor about moves during a vesting period.
What should I ask a financial advisor as an executive in Florida?
- How would you plan my deferred compensation elections?
- How do you work around trading windows and 10b5-1 plans?
- How much of my wealth should depend on my employer?
- What would you do first if I left or was let go?
- If I've worked in other states, what could I still owe there?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for executives in Florida?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 101 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jorge Soriano Financial and tax planning for young families and professionals focused on early retirement, with no age or asset minimums. | Financial Optimist LLC | Saint Petersburg | CFP, EA | Subscription, One-time planning fee |
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. | Water Street Wealth Management | Tampa | CFP | Percentage of assets |
| Otto Rivera | Mindful Wealth LLC | St Louis | CFP, EA | Ongoing planning fee, Percentage of assets |
| Douglas Marcello | Core Wealth Management, Inc. | Jupiter | CFP | Flat fee or retainer, Hourly |
| Edward B. Aufman | Aufman Associates Inc. | Longboat Key | BS, CFP | Percentage of assets, Fixed fees |
| Joshua Duncan | F5 Financial | Venice | CFP, MS, PhD | Percentage of assets, Ongoing planning fee |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| Maria Castillo Dominguez | Valoria Wealth Management | Cooper City | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Bennett Stein | Stein Financial LLC | Miramar Beach | CFP, CPA | Percentage of assets |
| Marisa Bradbury | Sigma Investment Counselors | Lake Mary | CFP, CFA | Percentage of assets |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Adam Stoeckler | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Beverly Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ | Firm Foundation Family Wealth | Ft. Lauderdale | CFP | Percentage of assets |
| Mark Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Robert Dignan | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Tom LeClaire | Caliber Wealth Advisory | Tampa | CFP | Percentage of assets, Fixed fees |
| Harlan Freeman | BrightPath Financial | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| James Belliston | Tanara Wealth Management | St. Augustine | CFP | Percentage of assets, Hourly |
| Jordi Bakovic-Quiroga | TQM Wealth Partners | St. Augustine | CFP | Percentage of assets, Hourly |
| Katarzyna Marczyk | Anchor Wealth Management Group | West Palm Beach | CFP | Percentage of assets, Hourly |
| Pamela Bergeson | Tailwind Financial Planning | Madeira Beach | CFP | Ongoing planning fee, One-time planning fee |
| Adam Drake | Highland Investment Advisors | Ponte Vedra | CFA | Percentage of assets, Fixed fees |
| Adam Oerther | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Allan Cohen | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Ansley Nicholson | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| George Kiraly | LodeStar | Naples | CFP | Percentage of assets, Hourly |
| Jonathan Bottaro | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Joseph Fernandez | Invenio Wealth Partners | Coral Gables | CFP | Percentage of assets, Hourly |
| Matthew Michaels | Fidelis Capital | Tampa | CFP | Percentage of assets, Fixed fees |
| Pierre-Emmanuel Jouve | InsuraWealth | Tampa | CFP | Percentage of assets, Ongoing planning fee |
| Sean Guldi | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| James Eppes | Eppes Wealth Management | Satellite Beach | CFP | One-time planning fee, Flat fee or retainer |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Derek Notman | Intrepid Wealth Partners | Melbourne Beach | CFP, ChFC | Percentage of assets |
| Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. | The World Changers | Miami | Not listed | Percentage of assets, Subscription |
| Julie Betoni | Ignite Financial | Ponte Vedra Beach | CFP | Percentage of assets, Fixed fees |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
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