| Filip Telibasa | Benzina Wealth | Sarasota | CFP | Flat fee or retainer, Ongoing planning fee |
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Greg Hurley | Hurley Wealth Management Group | Oakland | CFP, MBA | One-time planning fee |
| Trishul Patel | Investing Forever Advisory | West Palm Beach | BS, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Audrey Jones | Financial Life Designs LLC | Lake Mary | CFP | Percentage of assets, One-time planning fee |
| Brian O'Neill | Winged Wealth Management and Financial Planning LLC | Niceville | CFP, EA | Ongoing planning fee, 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 |
| Chris Daunhauer | TrustWell Financial Advisors | Jacksonville | BA, CFP, M.Ed., MBA | Percentage of assets, Flat fee or retainer |
| Inga Timmerman | Attainable Wealth | Jacksonville | CFP, PhD | Flat fee or retainer, Hourly |
| Joshua Davis | Davis Private Wealth, LLC | Royal Palm Beach | CFP, MBA | Percentage of assets, Hourly |
| Steven Bové | Lebrigh Life Planners, LLC | Oldsmar | CFA, CFP, MSFS | Ongoing planning fee |
| Adam Gruber | AMG Wealth Management | Land O Lakes | CFP | Percentage of assets, Ongoing planning fee |
| Bennett Stein | Stein Financial LLC | Miramar Beach | CFP, CPA | Percentage of assets |
| Deana Brown | Contemporary Financial Planning | Jacksonville | CFP, CDFA | Ongoing planning fee |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Jen Smith Advice-only, values-first planning without judgment for individuals and families who want their money to support their lives. | Pink Streets Financial Planning | St. Petersburg | CFP | One-time planning fee |
| Jordan Talbert | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Marisa Bradbury | Sigma Investment Counselors | Lake Mary | CFP, CFA | Percentage of assets |
| Matthew Barrovecchio | Christian Financial Advisors® | Odessa | CFP | Percentage of assets |
| Nicholas Chiricosta | Utopia Wealth Management | Coconut Creek | CFP | Percentage of assets, Hourly |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Stacy Miller | BayView Financial Planning | Tampa | CeFT, CFP, MBA | Flat fee or retainer |
| Tristan Jacobi | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Adam Stoeckler | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Alexandra Forest | 44 North Capital | Palm Beach Gardens | CFP | Percentage of assets |
| Beverly Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Christopher Dale | Life After Grief, LLC | Orlando | CFP | Percentage of assets, Hourly |
| David Bernstein | Connecticut Cambridge Advisors | Coral Gables | BS, CFP | Ongoing planning fee |
| Drew Prescott | Ocean Breeze LLC | Winter Garden | CFP | One-time planning fee |
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Jarett Busacca | Venture Wealth Solutions | Winter Park | CFP | Ongoing planning fee, One-time planning fee |
| John Murphy | Davis Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Keith Amburgey | Rutherford Asset Planning | Tampa | CFP, CFA | Percentage of assets |
| 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 |
| Maria Erickson | Freedom Financial & Business Planning | Saint Petersburg | CFP | Hourly, Flat fee or retainer |
| Mark Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Matthew McGahey | Steadfast Financial Services | Altamonte Springs | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Michael Macke | Wealth 73 | Jacksonville | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Dignan | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Robin Snell | Nested Financial & Tax Planning | Palm Harbor | CFP, EA | Flat fee or retainer |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Ryan Rocuant | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Scott Schatzle | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Tom LeClaire | Caliber Wealth Advisory | Tampa | CFP | Percentage of assets, Fixed fees |
| Troy Lerche | Davis Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Aaron Pierce | TrueVine Family Wealth | Naples | CFP | Percentage of assets, Hourly |
| Allison Beckham | Beckham Financial | Miami | CFP | Percentage of assets, Flat fee or retainer |
| Brett Lozowski | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Carol Dixon | Your Planning Partner | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Carolyn McClanahan | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |