Advisors for $500,000 to $1 million in Florida
How do I find fee-only advisors for $500,000 to $1 million in Florida?
In Florida, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Franklin Gay of Tobias Financial Advisors, Frederick Maclean of Heritage Investment Group and Bennett Stein of Stein Financial LLC.
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.
- Frederick Maclean Heritage Investment Group, Pompano Beach Holds the CFP and CFA. Fees on file: percentage of assets.
- Bennett Stein Stein Financial LLC, Miramar Beach Holds the CFP and CPA. Fees on file: percentage of assets.
- Keith Amburgey Rutherford Asset Planning, Tampa Holds the CFP and CFA. Fees on file: percentage of assets.
- Maria Castillo Dominguez Valoria Wealth Management, Cooper City Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jacob Carris Jake Carris Financial Planning, Orlando Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 340
- Firms
- 149
- Cities
- 82
- Hold the CFP
- 33%
- Other credentials: CFA 10% · CPA 1% · EA 1%
- How they charge (of 340 with fees on file): percentage of assets 96% · fixed fees 60% · hourly 49% · performance-based fees 9%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
How many fee-only advisors for $500,000 to $1 million in Florida are there?
The Wellspent public graph lists 340 fee-only advisors for $500,000 to $1 million in Florida, at 149 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.
Where are fee-only advisors for $500,000 to $1 million in Florida located?
Of the 340 fee-only advisors for $500,000 to $1 million in Florida, 21 are in Winter Park, followed by 20 in Naples and 18 in Tampa.
How do fee-only advisors for $500,000 to $1 million in Florida charge?
The most common fee among fee-only advisors for $500,000 to $1 million in Florida is a percentage of assets, used by 96% of the 340 with fees on file. Many use more than one: 60% charge fixed fees and 49% charge by the hour.
How many fee-only advisors for $500,000 to $1 million in Florida hold the CFP?
33% of the 340 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Florida?
What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?
How current is this list of fee-only advisors for $500,000 to $1 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 340 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| John West | Spraker West Wealth Management, Inc. | Winter Park | CFP, MBA | Percentage of assets, Hourly |
| Elizabeth Barrett | Sterling Wealth Advisors® | Plantation | CFP, CKA, MA | Percentage of assets, Ongoing planning fee |
| Maria Castillo Dominguez | Valoria Wealth Management | Cooper City | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Allen Osgood, Jr. | Financial Freedom, LLC | Sarasota | CFP | Hourly, Ongoing planning fee |
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Bennett Stein | Stein Financial LLC | Miramar Beach | CFP, CPA | Percentage of assets |
| Marisa Bradbury | Sigma Investment Counselors | Lake Mary | CFP, CFA | Percentage of assets |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Keith Amburgey | Rutherford Asset Planning | Tampa | CFP, CFA | Percentage of assets |
| Maria Erickson | Freedom Financial & Business Planning | Saint Petersburg | CFP | Hourly, Flat fee or retainer |
| Matthew McGahey | Steadfast Financial Services | Altamonte Springs | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Aaron Pierce | TrueVine Family Wealth | Naples | CFP | Percentage of assets, Hourly |
| Brett Lozowski | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Carolyn McClanahan | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jeffery Albaneze | Atlantic Edge Wealth | Jacksonville | CFP | Percentage of assets |
| Jordi Bakovic-Quiroga | TQM Wealth Partners | St. Augustine | CFP | Percentage of assets, Hourly |
| Randy Kurtz | Upper Left Wealth Management | Tampa | CFP | Percentage of assets |
| Stephen Sanders | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Colin Arnold | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| Jamel Gordon | Rose Capital Advisors | Miami Beach | CFP | Percentage of assets, Hourly |
| Melissa Montalvo | Atticus Wealth Management | Palm Beach Gardens | CFP, ChFC | Percentage of assets |
| Stephan Zehner | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| Tanner Merritt | Keen Capital | Jacksonville | CFP | Percentage of assets, Hourly |
| Alexandra Demosthenes | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Arthur Canter | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Benjamin Greenman | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Blair Shein | Compass Financial Group | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Bradley Lacore | Cogent Private Wealth | Orlando | CFP | Percentage of assets, Fixed fees |
| Elaine King Fuentes | Family and Money Matters | Coral Gables | CFP | Ongoing planning fee |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Jacob Carris | Jake Carris Financial Planning | Orlando | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Jay Shein | Compass Financial Group | Deerfield Beach | CFP | Percentage of assets, Hourly |
| Margaret Bilby | Gen² Advisors | Maitland | CFP | Percentage of assets, Fixed fees |
| Matthew Cochran | Atlantic Edge Wealth | Jacksonville | CFA | Percentage of assets |
| Michael Ehlenbeck | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nathan Dunham | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Valerie Lasher-Adelman | William Howard & Co. Financial Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Blake Flanders | Momentum Wealth Planning | Estero | CFP | Percentage of assets |
| Brian Timm | Global Financial Private Client | Sarasota | CFP | 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 |
| Derek Hartman | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| 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 |
| Jeff Realejo | Heritage Investment Group | Pompano Beach | CFP | Percentage of assets |
| John Leeming | JL Bainbridge | Sarasota | CFP | Percentage of assets |
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