CFA financial advisors in Florida
How do I find fee-only advisors who hold the CFA in Florida?
In Florida, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Franklin Gay of Tobias Financial Advisors, Jacob Carris of Jake Carris Financial Planning and Frederick Maclean, Jr. of Heritage Investment Group.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Franklin Gay Tobias Financial Advisors, Plantation Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Jacob Carris Jake Carris Financial Planning, Orlando Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Frederick Maclean, Jr. Heritage Investment Group, Pompano Beach Holds the CFP and CFA. Fees on file: percentage of assets.
- Frank Garcia Frankly Finances, Winter Park Holds the CFP and CFA. Fees on file: hourly, flat fee or retainer.
- Chris Diodato WELLth Financial Planning, Palm Beach Gardens Holds the CFP and CFA. Fees on file: flat fee or retainer.
- David Jacoby Remote Financial Planner, Palm Beach Gardens Holds the CFP and CFA. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 115
- Firms
- 93
- Cities
- 47
- Hold the CFP
- 37%
- Other credentials: CFA 100% · CPA 2% · EA 1%
- How they charge (of 115 with fees on file): percentage of assets 94% · fixed fees 58% · hourly 46% · performance-based fees 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Florida are there?
The Wellspent public graph lists 115 fee-only advisors who hold the CFA in Florida, at 93 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Florida located?
Of the 115 fee-only advisors who hold the CFA in Florida, 9 are in Winter Park, followed by 8 in Sarasota and 7 in Miami.
How do fee-only advisors who hold the CFA in Florida charge?
The most common fee among fee-only advisors who hold the CFA in Florida is a percentage of assets, used by 94% of the 115 with fees on file. Many use more than one: 58% charge fixed fees and 46% charge by the hour.
How many fee-only advisors who hold the CFA in Florida hold the CFP?
37% of the 115 fee-only advisors who hold the CFA in Florida hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Florida?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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 115 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally | WELLth Financial Planning | Palm Beach Gardens | CFP, CFA | Flat fee or retainer |
| Amy Riddell | AFT Financial Planning | Tampa | CFA, CFP | Hourly, One-time planning fee |
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Steven Bové | Lebrigh Life Planners, LLC | Oldsmar | CFA, CFP, MSFS | Ongoing planning fee |
| Marisa Bradbury | Sigma Investment Counselors | Lake Mary | CFP, CFA | Percentage of assets |
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Keith Amburgey | Rutherford Asset Planning | Tampa | CFP, CFA | Percentage of assets |
| 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 |
| Adam Drake | Highland Investment Advisors | Ponte Vedra | CFA | Percentage of assets, Fixed fees |
| Benjamin Hein | OAC Capital Advisors | Miami Beach | CFP, CFA | Percentage of assets, Hourly |
| David Jacoby | Remote Financial Planner | Palm Beach Gardens | CFP, CFA | Ongoing planning fee |
| Blair Shein | Compass Financial Group | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Jacob Carris | Jake Carris Financial Planning | Orlando | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Jay Franklin | Clarity Capital Advisors | Lakewood Ranch | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Jeremy Goldberg | Professional Advisory Services | Vero Beach | CFP, CFA | Percentage of assets |
| Matthew Cochran | Atlantic Edge Wealth | Jacksonville | CFA | Percentage of assets |
| Matthew Treskovich | Flavin, Nooney & Person | Melbourne | CFP, PFS, CFA | Percentage of assets, Hourly |
| Michael Demassa | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Timothy Videnka | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Craig Chuang | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| David Teas | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| Frederick Maclean | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| Frederick Maclean, Jr. | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | CFA | Percentage of assets, Hourly |
| Jonathan Davis | One Day Wealth Management | Ocala | CFP, ChFC, CFA | Percentage of assets |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| Steven Wotovich | Lighthouse Financial | Saint Petersburg | CFP, CFA | Percentage of assets, Hourly |
| Theodore Zamerski | Prosperity Path Advisers | Vero Beach | PFS, CFA | Percentage of assets, Hourly |
| Andrew Brady | Brady Family Wealth | Miami | CFA | Percentage of assets, Hourly |
| Andrew Hill | Andrew Hill Investment Advisors | Naples | CFA | Percentage of assets |
| Charles Poe | Grand Central Investment Group | Tampa | CFA | Percentage of assets, Hourly |
| Christian Paterok | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Diane Huntley | Forza Wealth Management | Sarasota | CFA | Percentage of assets, Hourly |
| Harley Evans | Successful Portfolios | Clearwater | CFP, CFA | Percentage of assets, Hourly |
| Joshua Ali | Fortress Wealth Planning | Jacksonville Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Joshua Angell | Poinciana Advisors Group | Palm Beach Gardens | CFA | Percentage of assets |
| Laleeta Hill | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Michael Scott | CORE Wealth Advisors | Lakeland | CFA | Percentage of assets, Hourly |
| Paul Babij | Sundial Wealth | Delray Beach | CFA | Percentage of assets, Hourly |
| Richard Harris | Aspire Growth Partners | Miromar Lakes | CFA | Percentage of assets, Hourly |
| Robert Polackwich | Professional Advisory Services | Vero Beach | CFA | Percentage of assets |
| Brad Weinberg | W Bradley Wealth Management | Oviedo | CFA | Ongoing planning fee, Flat fee or retainer |
| Daniel Capozzo | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Greg Newman | Three Oaks Partners Investment Counsel | Clearwater | CFA | Percentage of assets, Hourly |
| Jonathan Stump | Capstone Wealth Management | Lakeland | CFA | Percentage of assets, Fixed fees |
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