| Matthew Dellovo | BFA Wealth Management | Delray Beach | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Treskovich | Flavin, Nooney & Person | Melbourne | CFP, PFS, CFA | Percentage of assets, Hourly |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Nelson Greene | Highline Private Wealth | Jacksonville | CFP | Percentage of assets |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Thomas Flavin | Flavin, Nooney & Person | Melbourne | CFP, PFS | Percentage of assets, Hourly |
| Tyler Chacon | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | CFP | Percentage of assets, One-time planning fee |
| Tyler Heckman | Flavin, Nooney & Person | Melbourne | CFP | Percentage of assets, Hourly |
| Alexis Hongamen | Total Financial Planning | Orlando | CFP | Hourly |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Angela Moore | Fruitful | Orlando | CFP | Percentage of assets, Ongoing planning fee |
| Carlos Celaya | Celaya Wealth Management | Miami | CFP | Percentage of assets, Flat fee or retainer |
| Charles Kerwood | Waller Financial Planning Group | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Derek Notman | Intrepid Wealth Partners | Melbourne Beach | CFP, ChFC | Percentage of assets |
| Diane Macphee | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| Henry Gibson-Garcia | G4 Financial Planning | Orlando | CFP | One-time planning fee |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | CFA | Percentage of assets, Hourly |
| John Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Jonathan Davis | One Day Wealth Management | Ocala | CFP, ChFC, CFA | Percentage of assets |
| Joshua Andrews | Thistle Wealth Management | Maitland | CFP | Percentage of assets, Ongoing planning fee |
| Julie Betoni | Ignite Financial | Ponte Vedra Beach | CFP | Percentage of assets, Fixed fees |
| Kevin Jordan | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Matthew Becker | Fruitful | Gulf Breeze | CFP | Percentage of assets, Ongoing planning fee |
| Maximilian Neumayer | Formation Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| Patrick Manconi | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Ronald Cantlay | Financial Independence Advisors | Deland | CFP | Percentage of assets |
| Seann Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Theodore Zamerski | Prosperity Path Advisers | Vero Beach | PFS, CFA | Percentage of assets, Hourly |
| Thomas DaMour | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Thomas Knightly | American Family Legacy Group | Clearwater | CFP, ChFC | Percentage of assets, Hourly |
| Todd Macke | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Troy Davis | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| William Hammond | TechView Wealth Advisors | St. Petersburg | Not listed | Percentage of assets |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| William Neubauer | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| Alberto Crespo | Crespo Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| Amilka Delgado | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |
| Andrew Hill | Andrew Hill Investment Advisors | Naples | CFA | Percentage of assets |
| Andrew Machata | Semper Wealth Management | Oviedo | CFP | Percentage of assets, Hourly |
| Arthur McKee | McKee Investment Planning | Clermont | CFP | Percentage of assets, Hourly |
| Becky Farrant | Pacific Global Investment Management Company | Ocoee | CFP | Percentage of assets, Hourly |
| Benjamin Hard | Sara-Bay Financial | Sarasota | CFP | Percentage of assets |
| Chad Kunc | CPK Wealth Management | Fort Myers | Not listed | Percentage of assets |
| Christopher Nalley | CS Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Dana Lyon | Capital Wise Advisory | Wesley Chapel | Not listed | Percentage of assets |
| David Cust | Means Wealth Management | Sarasota | Not listed | Percentage of assets, Flat fee or retainer |
| David Vigil | Vigil Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Dustin Rinaldi | Rinaldi Wealth Management | Bonita Springs | CFP | Percentage of assets, Hourly |