Advisors for over $3 million in Florida
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Benjamin Hein OAC Capital Advisors, Miami Beach Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- George Clement GBC Investment Group, Sanford Holds the CFA. Fees on file: percentage of assets, flat fee or retainer.
- Michael Stanton Alpine Private Wealth, Santa Rosa Beach Holds the CFP. Fees on file: percentage of assets.
- Roberto Alvarez Finaccess Advisors, Miami Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Thomas Walsh Palisades Hudson Financial Group, Fort Lauderdale Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Daniel Capozzo Clearwell Group, Tampa Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 45
- Firms
- 23
- Cities
- 15
- Hold the CFP
- 29%
- Other credentials: CFA 18% · ChFC 2%
- How they charge (of 45 with fees on file): percentage of assets 100% · fixed fees 84% · performance-based fees 24% · hourly 22%
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 over $3 million by state
Questions about advisors for over $3 million
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.
All 45 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Edward B. Aufman | Aufman Associates Inc. | Longboat Key | BS, CFP | Percentage of assets, Fixed fees |
| Benjamin Hein | OAC Capital Advisors | Miami Beach | CFP, CFA | Percentage of assets, Hourly |
| Marguerite Cook | Rothschild Capital Partners | Hollywood | CFP | Percentage of assets, Hourly |
| Michael Stanton | Alpine Private Wealth | Santa Rosa Beach | CFP | Percentage of assets |
| Brianna Aviles | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Frank Mercer | Southeast Asset Advisors | Tallahassee | CFP | Percentage of assets, Hourly |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Kilburn Sherman | Maclendon Wealth Management | Jensen Beach | PFS | Percentage of assets, Hourly |
| Larry Elkin | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Melinda Kibler | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Thomas Walsh | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Daniel Capozzo | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Ryan Cortner | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Tracy Burke | Conrad Siegel Investment Advisors, Inc. | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Charles Jackson | Southeast Asset Advisors | Tallahassee | CFA | Percentage of assets, Hourly |
| Arthur Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| David Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| Fabricio Macastropa | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| George Clement | GBC Investment Group | Sanford | CFA | Percentage of assets, Flat fee or retainer |
| Gustavo Farhat | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Lloyd DeVaux | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| David Fletcher | Southeast Asset Advisors | Tallahassee | Not listed | Percentage of assets, Hourly |
| Michael Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Michael Freeburg | Greenwich Wealth Management | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Robert Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Julianne Marrie | Biltmore Family Office | Orlando | CFP | Percentage of assets, Fixed fees |
| Michelle Soto | Biltmore Family Office | Orlando | CFP, PFS | Percentage of assets, Fixed fees |
| Sean O'Higgins | Ohiggins Asset Management | Miami Beach | CFP | Percentage of assets, Fixed fees |
| Andres Aguilar Calvo | Mmbg Investment Advisors | Miami | CFA | Percentage of assets, Fixed fees |
| Roberto Alvarez | Finaccess Advisors | Miami | CFA | Percentage of assets, Fixed fees |
| William Estes | Biltmore Family Office | Orlando | CFA | Percentage of assets, Fixed fees |
| Alex Silberwasser Bacal | Veltria Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
| Alexandre Camargo Da Silva | Finaccess Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
| Andrew Estevez | Finaccess Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
| Daniel Diaz | Finaccess Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
| Diego Martinez | Finaccess Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
| Francisco Garcia Lozano | Mmbg Investment Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
| Hunter Sabety | Octogone NA | Miami | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Rehm | Legacy Wealth Advisors | West Palm Beach | Not listed | Percentage of assets, Fixed fees |
| Julian Dallas | Legacy Wealth Advisors | North Miami Beach | Not listed | Percentage of assets, Fixed fees |
| Kilian Kretschmer | Finaccess Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
| Martin Braverman | Veltria Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
| Mateo Botran Johanis | Finaccess Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
| Mauricio Pinto de Magalhaes | Figa Capital Management LLC. | Coral Gables | Not listed | Percentage of assets, Fixed fees |
| Rafael Garcia | Veltria Advisors | Miami | Not listed | Percentage of assets, Fixed fees |
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