Advisors for under $500,000 in Florida
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Brian O'Neill of Winged Wealth Management and Financial Planning LLC and Otto Rivera of Mindful Wealth LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- DJ Hunt Moisand Fitzgerald Tamayo, LLC, Jacksonville Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Brian O'Neill Winged Wealth Management and Financial Planning LLC, Niceville Holds the CFP and EA. Fees on file: ongoing planning fee, hourly.
- Otto Rivera Mindful Wealth LLC, St Louis Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- Cassandra Smalley Cassandra Smalley Wealth Management, Seminole Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Robin Snell Nested Financial & Tax Planning, Palm Harbor Holds the CFP and EA. Fees on file: flat fee or retainer.
- Erin O'Brien Purposeful Money LLC, Naples Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 752
- Firms
- 439
- Cities
- 152
- Hold the CFP
- 38%
- Other credentials: CFA 5% · CPA 1% · EA 1%
- How they charge (of 752 with fees on file): percentage of assets 94% · hourly 61% · fixed fees 58% · ongoing planning fee 7%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Florida are there?
The Wellspent public graph lists 752 fee-only advisors for under $500,000 in Florida, at 439 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Florida located?
Of the 752 fee-only advisors for under $500,000 in Florida, 53 are in Jacksonville, followed by 37 in Tampa and 36 in Miami.
How do fee-only advisors for under $500,000 in Florida charge?
The most common fee among fee-only advisors for under $500,000 in Florida is a percentage of assets, used by 94% of the 752 with fees on file. Many use more than one: 61% charge by the hour and 58% charge fixed fees.
How many fee-only advisors for under $500,000 in Florida hold the CFP?
38% of the 752 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Florida?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 752 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally | WELLth Financial Planning | Palm Beach Gardens | CFP, CFA | Flat fee or retainer |
| Hunter Kelly | Palm Valley Wealth Management | Saint Augustine | CFP | Percentage of assets |
| Marcus Miller | Mainstay Capital LLC | Lakeland | CFP | Ongoing planning fee, Percentage of assets |
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Hourly, Ongoing planning fee |
| Chris Shoup | Southshore Financial Planning | Tampa | CFP | Flat fee or retainer, Ongoing planning fee |
| Jason Richmond | Pruitt Richmond Wealth Management | Estero | CFP | Percentage of assets, Ongoing planning fee |
| Kyle Newell | Newell Wealth Management | Winter Garden | CFP, CRPC | Percentage of assets, One-time planning fee |
| Leo Lavezza | Financial Consulate, Inc. | Fernandina Beach | CFP, CPA, MBA, CIMA | Ongoing planning fee |
| Otto Rivera | Mindful Wealth LLC | St Louis | CFP, EA | Ongoing planning fee, Percentage of assets |
| R. Shea Newton | Financial Journey LLC | Pensacola | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| Angela Wetzig | Sage Wealth Consulting, LLC | Sarasota | CFP | Percentage of assets |
| DJ Hunt | Moisand Fitzgerald Tamayo, LLC | Jacksonville | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees | Spark Wealth Advisors | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey McDermott | Create Wealth Financial Planning, LLC | Jacksonville | Certified Student Loan Professional, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joshua Duncan | F5 Financial | Venice | CFP, MS, PhD | Percentage of assets, Ongoing planning fee |
| Marty O'Leary | Stadium Financial LLC | Orlando | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Matthew Ferrell | MADE Financial Design | Land O Lakes | CFP | Percentage of assets, Ongoing planning fee |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| William Arnold | AVID Planning | Saint Petersburg | CFP | Flat fee or retainer |
| Amy Riddell | AFT Financial Planning | Tampa | CFA, CFP | Hourly, One-time planning fee |
| Andrew Trammell | Trammell Wealth LLC | Wellington | CFP, EA, MSFP, RICP | Percentage of assets, Ongoing planning fee |
| C Garrett Moore | C Garrett Moore, CFP® | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| Daniel Kopp | Wise Stewardship Financial Planning | Lakewood Ranch | CFP, MSFP | Ongoing planning fee |
| Deb Meyer | WorthyNest LLC | Punta Gorda | CFP, CPA | Percentage of assets, Fixed fees |
| Garrett Moore | Moore Financial Management, Inc. | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| James Estep Iii | Everest Financial Advisors | Cooper City | CFP | Percentage of assets, Hourly |
| Leo Nunez | Everest Financial Advisors | Cooper City | CFP | Percentage of assets, Hourly |
| Mike Noce | Olsen Family Financial, LLC | Saint Petersburg | CFP, ChFC | Flat fee or retainer, Hourly |
| Rebecca Noss | Healthy Wealth | Niceville | CFP, ChFC | Hourly, Ongoing planning fee |
| Erin O'Brien | Purposeful Money LLC | Naples | CFP, EA | Percentage of assets, Ongoing planning fee |
| Filip Telibasa | Benzina Wealth | Sarasota | CFP | Flat fee or retainer, Ongoing planning fee |
| Greg Hurley | Hurley Wealth Management Group | Oakland | CFP, MBA | One-time planning fee |
| Trishul Patel | Investing Forever Advisory | West Palm Beach | BS, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Audrey Jones | Financial Life Designs LLC | Lake Mary | CFP | Percentage of assets, One-time planning fee |
| Brian O'Neill | Winged Wealth Management and Financial Planning LLC | Niceville | CFP, EA | Ongoing planning fee, Hourly |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Chris Daunhauer | TrustWell Financial Advisors | Jacksonville | BA, CFP, M.Ed., MBA | Percentage of assets, Flat fee or retainer |
| Joshua Davis | Davis Private Wealth, LLC | Royal Palm Beach | CFP, MBA | Percentage of assets, Hourly |
| Adam Gruber | AMG Wealth Management | Land O Lakes | CFP | Percentage of assets, Ongoing planning fee |
| Deana Brown | Contemporary Financial Planning | Jacksonville | CFP, CDFA | Ongoing planning fee |
| Jordan Talbert | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Barrovecchio | Christian Financial Advisors® | Odessa | CFP | Percentage of assets |
| Stacy Miller | BayView Financial Planning | Tampa | CeFT, CFP, MBA | Flat fee or retainer |
| Tristan Jacobi | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Adam Stoeckler | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Alexandra Forest | 44 North Capital | Palm Beach Gardens | CFP | Percentage of assets |
| Beverly Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Drew Prescott | Ocean Breeze LLC | Winter Garden | CFP | One-time planning fee |
| Jarett Busacca | Venture Wealth Solutions | Winter Park | CFP | Ongoing planning fee, One-time planning fee |
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