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Advisors for $500,000 to $1 million in Florida

All 340 advisors

Advisors for $500,000 to $1 million in Florida: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Julio Lopez-Brito Sensible Money Miami CFP Percentage of assets, Fixed fees
Justin Ellsesser Matthias Winter Park CFA 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
Paul Bush Steadfast Financial Services Green Cove Springs Not listed Percentage of assets, Ongoing planning fee
Pedro Gomez Brickell Financial Group Miami CFP Percentage of assets, Hourly
Stephen Fedak Global Financial Private Client Sarasota CFP Percentage of assets, Hourly
Vincent Otterbein Colorado Capital Management Sarasota CFP Percentage of assets
Anthony Wall Upper Left Wealth Management Tampa Not listed Percentage of assets
Carlo Magno Santos-Ocampo High Net Worth Advisory Group Naples CFP Percentage of assets, Hourly
Charles Poe Grand Central Investment Group Tampa CFA Percentage of assets, Hourly
Christopher Ragain Sentinel Wealth & Tax Bonita Springs Not listed Ongoing planning fee
Daniel Hernandez Power Financial Partners Tampa CFP Percentage of assets, Hourly
David Morgan High Net Worth Advisory Group Naples CFP Percentage of assets, Hourly
Derek Stross CORE Wealth Advisors Lakeland PFS Percentage of assets, Hourly
Ethan Caldarelli Atlantic Edge Wealth Jacksonville Not listed Percentage of assets
Howard Jordan High Net Worth Advisory Group Naples CFP Percentage of assets, Hourly
John Harper Sagace Wealth St. Petersburg PFS Percentage of assets, Hourly
Lauren Desmarteaux Preserve Private Wealth Port St. Lucie Not listed Percentage of assets, Fixed fees
Michael Scott CORE Wealth Advisors Lakeland CFA Percentage of assets, Hourly
Robert Filosa Atlantic Edge Wealth Jacksonville Not listed Percentage of assets
Troy Katterheinrich Retire Agile Palm Beach Gardens CFP Percentage of assets, Fixed fees
Warren Spoor Sagace Wealth St. Petersburg PFS Percentage of assets, Hourly
Alexander Potenza Skyview Financial Group Ponte Vedra Beach Not listed Percentage of assets, Fixed fees
Alexander Potenza Skyview Financial Group Ponte Vedra Beach Not listed Percentage of assets, Fixed fees
Aliredha Walji ShariaPortfolio Lake Mary Not listed Percentage of assets
Allan Paull ShariaPortfolio Lake Mary Not listed Percentage of assets
Austin Nelson Atticus Wealth Management Palm Beach Gardens Not listed Percentage of assets
Christopher Jones Sparrow Wealth Management Orlando Not listed Percentage of assets, Ongoing planning fee
Cory Lyon Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Daniel Rosales Rose Capital Advisors Coral Gables Not listed Percentage of assets, Hourly
David Lewinter Lewinter Wealth Advisors Boynton Beach ChFC Percentage of assets, One-time planning fee
Douglas Bartolf Atticus Wealth Management Palm Beach Gardens Not listed Percentage of assets
Eddy Park Rose Capital Advisors Coral Gables Not listed Percentage of assets, Hourly
Gregory Brodeur Alpha Zero Boca Raton CFP, ChFC Percentage of assets, Fixed fees
Habib Anwar ShariaPortfolio Lake Mary Not listed Percentage of assets
Ishaq Mohiuddin ShariaPortfolio Lake Mary Not listed Percentage of assets
John Shea Genesis Wealth Management, Inc Palm Beach Gardens CASL, CFP, ChFC, CLU Percentage of assets, Hourly
John Youngs Tiller Private Wealth Orlando Not listed Percentage of assets, Fixed fees
Joseph McElwee Legacy Wealth Planning Group Tampa CFP Percentage of assets, Hourly
Luis Sanchez LVS Advisory Melbourne CFA Percentage of assets, Fixed fees
Mahdi Walji ShariaPortfolio Richmond Not listed Percentage of assets
Mary Atkinson Schrum Private Wealth Management St. Augustine Not listed Percentage of assets, Fixed fees
Micah Droescher Atticus Wealth Management Palm Beach Gardens Not listed Percentage of assets
Micah Gibson Heritage Oak Wealth Advisors Santa Rosa Beach Not listed Percentage of assets
Michael Hall Saltmarsh Financial Advisors Pensacola CFP Percentage of assets, Hourly
Miguel Sosa Rose Capital Advisors Miami Beach Not listed Percentage of assets, Hourly
Naushad Virji ShariaPortfolio Lake Mary Not listed Percentage of assets
Owen Schrum Schrum Private Wealth Management St. Augustine Not listed Percentage of assets, Fixed fees
Partick Quealy Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly