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Advisors for under $500,000 in Florida

All 752 advisors

Advisors for under $500,000 in Florida: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Daniel Orona Stonewealth Advisors Coral Gables CFP Percentage of assets, Hourly
David Silver Instrumental Wealth Tampa CFP Percentage of assets, Fixed fees
David Souders Apis Wealth Sorrento CFP Percentage of assets, Hourly
Deborah Badillo Meira Wealth Miami CFP Percentage of assets, Hourly
Deborah Wiggin Wiggin Financial Services Fort Lauderdale CFP Percentage of assets, Hourly
Derrick Chandler Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Donald Butcher Seven Hills Financial Tallahassee CFP Percentage of assets, Hourly
Donna Morrall Clear Waters Financial Network Dunedin CFP Percentage of assets, Hourly
Eric Hoebbel American Harbour Wealth Management Orlando CFP Percentage of assets, Hourly
Eugene Novitski Investment Advisor Group Saint Augustine CFP Percentage of assets, Hourly
Eugene Sulzberger Sulzberger Capital Advisors Miami CFP Percentage of assets
Feraud Calixte Fortitude Financial Planning Land O Lakes CFP Hourly, Fixed fees
George Livingston Livingston Financial Planning Santa Rosa Beach CFP Hourly, Fixed fees
Giancarlo Lamourtte Merited Wealth North Bay Village CFP Percentage of assets, Hourly
Glenn Delman G&f Financial Services Panama City Beach CFP Percentage of assets, Hourly
Guy Bassini Treasure Coast Financial Planning Vero Beach CFP Percentage of assets, Hourly
Heather Lovallo Wrenne Financial Planning Pace CFP Fixed fees
Helen Semus Semus Wealth Partners Boca Raton CFP Percentage of assets, Hourly
Jacquelyn Goldstick Core Wealth Management Jupiter CFP Percentage of assets, Hourly
James Colley James A. Colley Lake Placid CFP Percentage of assets, Hourly
James Dorman Dorman Financial Management, P.A. Maitland CFP, PFS Percentage of assets, Fixed fees
James Estep Everest Financial Advisors Cooper City CFP Percentage of assets, Hourly
Jeffrey George TAO Financial Orlando CFP, CFA Percentage of assets, Hourly
Jeffrey Ostrander Caliber Wealth Management Ponte Vedre Beach CFP Percentage of assets, Fixed fees
Jeffry Cole Team Wealth & Tax Advisors Nokomis CFP Percentage of assets, Fixed fees
Jeremiah Wassmer Destiny Wealth Partners Tavares CFP Percentage of assets, Hourly
Jesus Arteaga Merited Wealth North Bay Village CFP Percentage of assets, Hourly
Jim Mui JKM Wealth Management Boca Raton CFP Percentage of assets, Hourly
John Clark Waypoints Financial Sebring CFP Percentage of assets, Hourly
John Donovan Advisorplanner St. Petersburg CFP Percentage of assets, Hourly
John Kostic Turner Financial Group Pace CFP Percentage of assets, Hourly
John McCarthy John T. Mccarthy Long Boat Key CFP, ChFC Percentage of assets, Fixed fees
Jonathan Briggs Bria Capital Group Wesley Chapel CFP Percentage of assets
Jonathon Fernandez-Rubio Core Wealth Management Jupiter CFP Percentage of assets, Hourly
Jorge Padilla Meira Wealth Coral Gables CFP Percentage of assets, Hourly
Jorge Romero Destiny Wealth Partners The Villages CFP Percentage of assets, Hourly
Joseph Loss Strivus Wealth Partners Jacksonville Beach CFP Percentage of assets, Hourly
Judson Mallini Together Planning Jacksonville CFP Percentage of assets, Hourly
Justin Rees Cambria Wealth Management Sarasota CFP Percentage of assets, Fixed fees
Karyn Cravens Ferguson Shapiro Lakewood Ranch CFP Percentage of assets, Hourly
Keith Downey Stronghold Wealth Management Tampa CFP, ChFC Percentage of assets
Keith Haskell Dobson Street Orlando CFP Percentage of assets, Hourly
Kirk Kinder Picket Fence Financial Palm Harbor CFP Percentage of assets, Hourly
Kristof Lewicki Kris Lewicki & Associates Coral Springs CFP, ChFC Percentage of assets, Hourly
Laongdao Suppasettawat TAK Advisory Juno Beach CFP Percentage of assets, Hourly
Lary Weintraub Synergy Financial Partners Boynton Beach CFP Percentage of assets, Fixed fees
Laurence Montello Montello Wealth Management Palm Beach Gardens CFP Percentage of assets, Hourly
Louis Carpenter Azzendo Wealth Advisors Coral Gables CFP Percentage of assets, Hourly
Malea Hornback Bouvel Investment Partners Fernandina Beach CFP Percentage of assets, Hourly
Manuel Weinreich F5 Financial Planning Riverview CFP Percentage of assets, Hourly