| Nicholas Gyeszat | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Sean Guldi | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Tanner Merritt | Keen Capital | Jacksonville | CFP | Percentage of assets, Hourly |
| William Losey | Bill Losey Retirement Solutions | The Villages | CFP | Percentage of assets |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Benjamin Greenman | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Chris Parker | Parker Financial Planning | Bradenton | CFP | Percentage of assets, Ongoing planning fee |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Harold Carmean | Creative Wealth Management | Punta Gorda | Not listed | Percentage of assets, Ongoing planning fee |
| James Eppes | Eppes Wealth Management | Satellite Beach | CFP | One-time planning fee, Flat fee or retainer |
| Michael Ehlenbeck | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nathan Dunham | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Valerie Lasher-Adelman | William Howard & Co. Financial Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Alexis Hongamen | Total Financial Planning | Orlando | CFP | Hourly |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Blake Flanders | Momentum Wealth Planning | Estero | CFP | 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 |
| Julio Lopez-Brito | Sensible Money | Miami | CFP | Percentage of assets, Fixed fees |
| Maximilian Neumayer | Formation Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Oscar Vives Ortiz | Sensible Money | Riverview | CFP, PFS | Percentage of assets, Fixed fees |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Anthony Wall | Upper Left Wealth Management | Tampa | Not listed | Percentage of assets |
| Chad Kunc | CPK Wealth Management | Fort Myers | Not listed | Percentage of assets |
| Christopher Ragain | Sentinel Wealth & Tax | Bonita Springs | Not listed | Ongoing planning fee |
| Dana Lyon | Capital Wise Advisory | Wesley Chapel | Not listed | Percentage of assets |
| David Cust | Means Wealth Management | Sarasota | Not listed | Percentage of assets, Flat fee or retainer |
| David Vigil | Vigil Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Derek Stross | CORE Wealth Advisors | Lakeland | PFS | Percentage of assets, Hourly |
| Dustin Rinaldi | Rinaldi Wealth Management | Bonita Springs | CFP | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| Gary Steer | OxenFree Financial | Melbourne | CFP | Percentage of assets |
| Jeffrey Nielson | Avenues Wealth | Winter Park | CFP | Percentage of assets, Hourly |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Kathleen Campbell | Campbell Financial Partners | Fort Myers | Not listed | Percentage of assets, One-time planning fee |
| 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 |
| Michael Scott | CORE Wealth Advisors | Lakeland | CFA | Percentage of assets, Hourly |
| Paul Means | Means Wealth Management | Venice | Not listed | Percentage of assets, Flat fee or retainer |
| Richard Harris | Aspire Growth Partners | Miromar Lakes | CFA | Percentage of assets, Hourly |
| Warren Spoor | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Greg Newman | Three Oaks Partners Investment Counsel | Clearwater | CFA | Percentage of assets, Hourly |
| Jacqueline Bos | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jesse Cordoba | Red Reef Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Jessica Adams | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |