| Derek Notman | Intrepid Wealth Partners | Melbourne Beach | CFP, ChFC | Percentage of assets |
| Diane Macphee | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| 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 |
| Geoffrey Frazier | Global Financial Private Client | Sarasota | CFP, ChFC | Percentage of assets, Hourly |
| Henry Gibson-Garcia | G4 Financial Planning | Orlando | CFP | One-time planning fee |
| Jeff Realejo | Heritage Investment Group | Pompano Beach | CFP | Percentage of assets |
| John Leeming | JL Bainbridge | Sarasota | CFP | Percentage of assets |
| Jonathan Davis | One Day Wealth Management | Ocala | CFP, ChFC, CFA | Percentage of assets |
| Joshua Andrews | Thistle Wealth Management | Maitland | CFP | Percentage of assets, Ongoing planning fee |
| Julie Betoni | Ignite Financial | Ponte Vedra Beach | CFP | Percentage of assets, Fixed fees |
| Julio Lopez-Brito | Sensible Money | Miami | CFP | Percentage of assets, Fixed fees |
| Kevin Jordan | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Matthew Becker | Fruitful | Gulf Breeze | CFP | Percentage of assets, Ongoing planning fee |
| Maximilian Neumayer | Formation Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Nicklaus Mattingly | Heritage Investment Group | Tampa | CFP | Percentage of assets |
| Oscar Vives Ortiz | Sensible Money | Riverview | CFP, PFS | Percentage of assets, Fixed fees |
| Pedro Gomez | Brickell Financial Group | Miami | CFP | Percentage of assets, Hourly |
| Ronald Cantlay | Financial Independence Advisors | Deland | CFP | Percentage of assets |
| Stephen Fedak | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Steven Wotovich | Lighthouse Financial | Saint Petersburg | CFP, CFA | Percentage of assets, Hourly |
| Thomas Knightly | American Family Legacy Group | Clearwater | CFP, ChFC | Percentage of assets, Hourly |
| Todd Macke | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Vincent Otterbein | Colorado Capital Management | Sarasota | CFP | Percentage of assets |
| William Neubauer | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| Amilka Delgado | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |
| Andrew Machata | Semper Wealth Management | Oviedo | CFP | Percentage of assets, Hourly |
| Arthur McKee | McKee Investment Planning | Clermont | CFP | Percentage of assets, Hourly |
| Becky Farrant | Pacific Global Investment Management Company | Ocoee | CFP | Percentage of assets, Hourly |
| Benjamin Hard | Sara-Bay Financial | Sarasota | CFP | Percentage of assets |
| Brianna Aviles | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Carlo Magno Santos-Ocampo | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Caroline Petty | Uprise | Tampa | CFP | Hourly, Fixed fees |
| Christopher Nalley | CS Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Dalton McIlrath | Fortress Wealth Planning | Jacksonville Beach | CFP | Percentage of assets, Fixed fees |
| Daniel Hernandez | Power Financial Partners | Tampa | CFP | Percentage of assets, Hourly |
| David Morgan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| David Vigil | Vigil Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Dustin Rinaldi | Rinaldi Wealth Management | Bonita Springs | CFP | Percentage of assets, Hourly |
| Frank Mercer | Southeast Asset Advisors | Tallahassee | CFP | Percentage of assets, Hourly |
| Gary Steer | OxenFree Financial | Melbourne | CFP | Percentage of assets |
| Harley Evans | Successful Portfolios | Clearwater | CFP, CFA | Percentage of assets, Hourly |
| Howard Jordan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| James Baccarini | Aggregate Financial Services | Navarre | CFP | Percentage of assets, Hourly |
| James Mills | Sara-Bay Financial | Sarasota | CFP | Percentage of assets |
| Jeffrey Nielson | Avenues Wealth | Winter Park | CFP | Percentage of assets, Hourly |
| John Jones | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |
| Joshua Ali | Fortress Wealth Planning | Jacksonville Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Joshua Clifford | Wealth Management | Tallahassee | CFP | Percentage of assets |
| Kenneth Auman | Mariner Financial Group | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |