# Advisors for over $3 million in Florida > In Florida, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Benjamin Hein of OAC Capital Advisors, George Clement of GBC Investment Group and Michael Stanton of Alpine Private Wealth. Page: https://find.wellspent.co/by/financial-advisors-over-3-million/florida/ 45 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for over $3 million in Florida? In Florida, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Benjamin Hein of OAC Capital Advisors, George Clement of GBC Investment Group and Michael Stanton of Alpine Private Wealth. ## How many fee-only advisors for over $3 million in Florida are there? The Wellspent public graph lists 45 fee-only advisors for over $3 million in Florida, at 23 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million. ## Where are fee-only advisors for over $3 million in Florida located? Of the 45 fee-only advisors for over $3 million in Florida, 14 are in Miami, followed by 4 in Fort Lauderdale and 4 in West Palm Beach. ## How do fee-only advisors for over $3 million in Florida charge? All 45 fee-only advisors for over $3 million in Florida with fees on file charge a percentage of assets. Many use more than one: 84% charge fixed fees and 24% charge performance-based fees. ## How many fee-only advisors for over $3 million in Florida hold the CFP? 29% of the 45 fee-only advisors for over $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 over $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 over $3 million in Florida? What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments? ## How current is this list of fee-only advisors for over $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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Edward B. Aufman](https://find.wellspent.co/advisors/edward-b-aufman.md) | Aufman Associates Inc. | Longboat Key, Florida | BS, CFP | Percentage of assets, Fixed fees | | [Benjamin Hein](https://find.wellspent.co/advisors/benjamin-hein.md) | OAC Capital Advisors | Miami Beach, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Marguerite Cook](https://find.wellspent.co/advisors/marguerite-cook.md) | Rothschild Capital Partners | Hollywood, Florida | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michael Stanton](https://find.wellspent.co/advisors/michael-stanton.md) | Alpine Private Wealth | Santa Rosa Beach, Florida | CFP | Percentage of assets | | [Brianna Aviles](https://find.wellspent.co/advisors/brianna-aviles.md) | Palisades Hudson Financial Group | Fort Lauderdale, Florida | CFP | Percentage of assets, Fixed fees | | [Frank Mercer](https://find.wellspent.co/advisors/frank-mercer.md) | Southeast Asset Advisors | Tallahassee, Florida | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joseph Cefalu](https://find.wellspent.co/advisors/joseph-cefalu.md) | Downtown Wealth Studios | Miami, Florida | | Percentage of assets, Fixed fees | | [Kilburn Sherman](https://find.wellspent.co/advisors/kilburn-sherman.md) | Maclendon Wealth Management | Jensen Beach, Florida | PFS | Percentage of assets, Hourly, Fixed fees | | [Larry Elkin](https://find.wellspent.co/advisors/larry-elkin.md) | Palisades Hudson Financial Group | Fort Lauderdale, Florida | CFP | Percentage of assets, Fixed fees | | [Melinda Kibler](https://find.wellspent.co/advisors/melinda-kibler.md) | Palisades Hudson Financial Group | Fort Lauderdale, Florida | CFP | Percentage of assets, Fixed fees | | [Thomas Walsh](https://find.wellspent.co/advisors/thomas-walsh-8007067.md) | Palisades Hudson Financial Group | Fort Lauderdale, Florida | CFP | Percentage of assets, Fixed fees | | [Daniel Capozzo](https://find.wellspent.co/advisors/daniel-capozzo.md) | Clearwell Group | Tampa, Florida | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Ryan Cortner](https://find.wellspent.co/advisors/ryan-cortner.md) | Clearwell Group | Tampa, Florida | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Tracy Burke](https://find.wellspent.co/advisors/tracy-burke.md) | Conrad Siegel Investment Advisors, Inc. | Naples, Florida | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Charles Jackson](https://find.wellspent.co/advisors/charles-jackson.md) | Southeast Asset Advisors | Tallahassee, Florida | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Arthur Gordon](https://find.wellspent.co/advisors/arthur-gordon.md) | Gordon Asset Management | West Palm Beach, Florida | | Percentage of assets, Performance-based fees | | [David Gordon](https://find.wellspent.co/advisors/david-gordon.md) | Gordon Asset Management | West Palm Beach, Florida | | Percentage of assets, Performance-based fees | | [Fabricio Macastropa](https://find.wellspent.co/advisors/fabricio-macastropa.md) | Sunstate Wealth Management | Coral Gables, Florida | | Percentage of assets | | [George Clement](https://find.wellspent.co/advisors/george-clement.md) | GBC Investment Group | Sanford, Florida | CFA | Percentage of assets, Flat fee or retainer | | [Gustavo Farhat](https://find.wellspent.co/advisors/gustavo-farhat.md) | Sunstate Wealth Management | Coral Gables, Florida | | Percentage of assets | | [Lloyd DeVaux](https://find.wellspent.co/advisors/lloyd-devaux.md) | Sunstate Wealth Management | Coral Gables, Florida | | Percentage of assets | | [David Fletcher](https://find.wellspent.co/advisors/david-fletcher.md) | Southeast Asset Advisors | Tallahassee, Florida | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michael Farr](https://find.wellspent.co/advisors/michael-farr.md) | FarrCrest Capital | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Michael Freeburg](https://find.wellspent.co/advisors/michael-freeburg.md) | Greenwich Wealth Management | West Palm Beach, Florida | | Percentage of assets, Hourly, Fixed fees | | [Robert Farr](https://find.wellspent.co/advisors/robert-farr.md) | FarrCrest Capital | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Julianne Marrie](https://find.wellspent.co/advisors/julianne-marrie.md) | Biltmore Family Office | Orlando, Florida | CFP | Percentage of assets, Fixed fees | | [Michelle Soto](https://find.wellspent.co/advisors/michelle-soto.md) | Biltmore Family Office | Orlando, Florida | CFP, PFS | Percentage of assets, Fixed fees | | [Sean O'Higgins](https://find.wellspent.co/advisors/sean-o-higgins.md) | Ohiggins Asset Management | Miami Beach, Florida | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Andres Aguilar Calvo](https://find.wellspent.co/advisors/andres-aguilar-calvo.md) | Mmbg Investment Advisors | Miami, Florida | CFA | Percentage of assets, Fixed fees | | [Roberto Alvarez](https://find.wellspent.co/advisors/roberto-alvarez.md) | Finaccess Advisors | Miami, Florida | CFA | Percentage of assets, Fixed fees | | [William Estes](https://find.wellspent.co/advisors/william-estes.md) | Biltmore Family Office | Orlando, Florida | CFA | Percentage of assets, Fixed fees | | [Alex Silberwasser Bacal](https://find.wellspent.co/advisors/alex-silberwasser-bacal.md) | Veltria Advisors | Miami, Florida | | Percentage of assets, Fixed fees | | [Alexandre Camargo Da Silva](https://find.wellspent.co/advisors/alexandre-camargo-da-silva.md) | Finaccess Advisors | Miami, Florida | | Percentage of assets, Fixed fees | | [Andrew Estevez](https://find.wellspent.co/advisors/andrew-estevez.md) | Finaccess Advisors | Miami, Florida | | Percentage of assets, Fixed fees | | [Daniel Diaz](https://find.wellspent.co/advisors/daniel-diaz.md) | Finaccess Advisors | Miami, Florida | | Percentage of assets, Fixed fees | | [Diego Martinez](https://find.wellspent.co/advisors/diego-martinez.md) | Finaccess Advisors | Miami, Florida | | Percentage of assets, Fixed fees | | [Francisco Garcia Lozano](https://find.wellspent.co/advisors/francisco-garcia-lozano.md) | Mmbg Investment Advisors | Miami, Florida | | Percentage of assets, Fixed fees | | [Hunter Sabety](https://find.wellspent.co/advisors/hunter-sabety.md) | Octogone NA | Miami, Florida | | Percentage of assets, Fixed fees, Performance-based fees | | [Jeffrey Rehm](https://find.wellspent.co/advisors/jeffrey-rehm.md) | Legacy Wealth Advisors | West Palm Beach, Florida | | Percentage of assets, Fixed fees | | [Julian Dallas](https://find.wellspent.co/advisors/julian-dallas.md) | Legacy Wealth Advisors | North Miami Beach, Florida | | Percentage of assets, Fixed fees | | [Kilian Kretschmer](https://find.wellspent.co/advisors/kilian-kretschmer.md) | Finaccess Advisors | Miami, Florida | | Percentage of assets, Fixed fees | | [Martin Braverman](https://find.wellspent.co/advisors/martin-braverman.md) | Veltria Advisors | Miami, Florida | | Percentage of assets, Fixed fees | | [Mateo Botran Johanis](https://find.wellspent.co/advisors/mateo-botran-johanis.md) | Finaccess Advisors | Miami, Florida | | Percentage of assets, Fixed fees | | [Mauricio Pinto de Magalhaes](https://find.wellspent.co/advisors/mauricio-pinto-de-magalhaes.md) | Figa Capital Management LLC. | Coral Gables, Florida | | Percentage of assets, Fixed fees | | [Rafael Garcia](https://find.wellspent.co/advisors/rafael-garcia.md) | Veltria Advisors | Miami, Florida | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).