Advisors for $1 million to $3 million in Florida
How do I find fee-only advisors for $1 million to $3 million in Florida?
In Florida, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Steven Bové of Lebrigh Life Planners, LLC, Jay Franklin of Clarity Capital Advisors and Brian Sirota of FirsTrust.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Steven Bové Lebrigh Life Planners, LLC, Oldsmar Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Jay Franklin Clarity Capital Advisors, Lakewood Ranch Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Brian Sirota FirsTrust, Daytona Beach Holds the CFP and CFA. Fees on file: percentage of assets.
- Jeremy Goldberg Professional Advisory Services, Vero 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.
- Francisco Aguilera Aviance Capital Partners, Winter Park Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 209
- Firms
- 92
- Cities
- 52
- Hold the CFP
- 30%
- Other credentials: CFA 17% · ChFC 3%
- How they charge (of 209 with fees on file): percentage of assets 97% · fixed fees 56% · hourly 37% · ongoing planning fee 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Florida are there?
The Wellspent public graph lists 209 fee-only advisors for $1 million to $3 million in Florida, at 92 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Florida located?
Of the 209 fee-only advisors for $1 million to $3 million in Florida, 25 are in Jacksonville, followed by 18 in Boca Raton and 14 in Naples.
How do fee-only advisors for $1 million to $3 million in Florida charge?
The most common fee among fee-only advisors for $1 million to $3 million in Florida is a percentage of assets, used by 97% of the 209 with fees on file. Many use more than one: 56% charge fixed fees and 37% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Florida hold the CFP?
30% of the 209 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Florida?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 209 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Demel Gonzalez | Heartwood Financial Services | Sanford | CFP | Percentage of assets, One-time planning fee |
| John Krehbiel | Krehbiel Financial LLC | Satellite Beach | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Inga Timmerman | Attainable Wealth | Jacksonville | CFP, PhD | Flat fee or retainer, Hourly |
| Steven Bové | Lebrigh Life Planners, LLC | Oldsmar | CFA, CFP, MSFS | Ongoing planning fee |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Nicholas Chiricosta | Utopia Wealth Management | Coconut Creek | CFP | Percentage of assets, Hourly |
| Christopher Dale | Life After Grief, LLC | Orlando | CFP | Percentage of assets, Hourly |
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Alek Wyatt | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Bethany Evans | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Brian Rezny | Rezny Wealth Management | Fort Myers | CFP | Percentage of assets |
| Hillary Knotts | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| James Johnson | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Jason Hyrne | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Joseph Fernandez | Invenio Wealth Partners | Coral Gables | CFP | Percentage of assets, Hourly |
| Joseph Kirby | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Matthew Michaels | Fidelis Capital | Tampa | CFP | Percentage of assets, Fixed fees |
| Abraham Amador-Lindner | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Cheri Franklin | Clarity Capital Advisors | Lakewood Ranch | CFP | Flat fee or retainer, Ongoing planning fee |
| Cheryl Deknatel | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Christoper Steele | Professional Advisory Services | Vero Beach | CFP | Percentage of assets |
| Ivan Hernandez | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| 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 |
| Kelly Meinders | Professional Advisory Services | Vero Beach | CFP | Percentage of assets |
| Kenneth Klegon | William Mack & Associates | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Linda Smith | William Mack & Associates | Treasure Island | CFP | Percentage of assets, Ongoing planning fee |
| Marisol Andreoni | Utopia Wealth Management | Coconut Creek | Not listed | Percentage of assets, Hourly |
| Michael Demassa | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Michael Wagner | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Nicolaas Letschert | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Timothy Videnka | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Steven Wotovich | Lighthouse Financial | Saint Petersburg | CFP, CFA | Percentage of assets, Hourly |
| Andrew Brady | Brady Family Wealth | Miami | CFA | Percentage of assets, Hourly |
| Christian Paterok | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Christopher Connett | Professional Advisory Services | Vero Beach | ChFC | Percentage of assets |
| Dalton McIlrath | Fortress Wealth Planning | Jacksonville Beach | CFP | Percentage of assets, Fixed fees |
| Diane Huntley | Forza Wealth Management | Sarasota | CFA | Percentage of assets, Hourly |
| Jordan Bieber | Professional Advisory Services | Vero Beach | ChFC | Percentage of assets |
| 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 |
| Kenneth Auman | Mariner Financial Group | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Laleeta Hill | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Paul Babij | Sundial Wealth | Delray Beach | CFA | Percentage of assets, Hourly |
| Regan Flaherty | ProAthlete Wealth Management | Boca Raton | CFP | Percentage of assets |
| Robert Polackwich | Professional Advisory Services | Vero Beach | CFA | Percentage of assets |
| Tina Tenret | The Tenret Company | Tampa | CFP | Percentage of assets, Hourly |
| Alexander Bateh | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
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