| Joseph Williams | Coquina Private Wealth Advisors | Boca Raton | CFP, ChFC | Percentage of assets, Fixed fees |
| Joshua Krafchick | 369 Financial | Jacksonville | Not listed | One-time planning fee |
| Justin Wai | Three Oaks Partners Investment Counsel | Lithia | CFA | Percentage of assets, Hourly |
| Karle Simmons | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Kellie Kelleher | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Kendal Fordham | Privileged Planning | Green Cove Springs | Not listed | Percentage of assets, Flat fee or retainer |
| Kendall Borchardt | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Kenneth Krey | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Kimberly Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Laura Amendola | Coquina Private Wealth Advisors | Port Charlotte | CFP | Percentage of assets, Fixed fees |
| Lia Bertelson | Together Planning | Jacksonville | CFP | Percentage of assets, Hourly |
| Luis Whu | LULLA Wealth Financial | Vero Beach | Not listed | Percentage of assets, Hourly |
| Melissa Manley | StillBlue Financial Partners | Jacksonville | Not listed | Percentage of assets, Hourly |
| Melissa Walsh | Clarity Financial Design | Sarasota | CFP, CFA | Percentage of assets, Fixed fees |
| Michelle Klein Klein | WealthEra Financial Planning | Orlando | CFP, MBA | Percentage of assets, Hourly |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Nate Skelly | Financial Pathway | San Antonio | CFP | Percentage of assets, Fixed fees |
| Niklas Brusen | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Pat Logue | Prudent Financial Planning LLC | Naples | CFP, CSLP | Percentage of assets, Hourly |
| Richard Roscelli | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Robert O'Toole | Personal Wealth Planning | Hollywood | CFP | Percentage of assets, Fixed fees |
| Robert Strange | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Roxanna Guinan | Cardea Capital Advisors | Coral Gables | Not listed | Percentage of assets, Fixed fees |
| Sean Meunier | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Shannon Sapp | Coquina Private Wealth Advisors | Port Charlotte | CFP | Percentage of assets, Fixed fees |
| Terry O'Grady | O'Grady Financial LLC | Tampa | CFP | Percentage of assets, Fixed fees |
| Thomas Balcom | 1650 Wealth Management | Lighthouse Point | CFP | Percentage of assets |
| Thomas Ellis | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Thomas Geraci | Purtill Financial | Fort Myers Beach | Not listed | Percentage of assets, Hourly |
| Thomas Razzano | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Travis Lewicki | Kris Lewicki & Associates, LLC | Coral Springs | CFP, MBA | Percentage of assets, Hourly |
| Tyler Kiepke | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| William Sylvia | Great Oak Capital Partners | Plantation | CFP | Percentage of assets, Hourly |
| Adam Daniels | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Bernard Katz | Wealth Effects | Boynton Beach | Not listed | Percentage of assets |
| Bertrand Roberge | FIA Services | Navarre | PFS | Percentage of assets |
| Brian Flanagan | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| Brynn Albers | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Christopher Gettelfinger | S.E.E.D. Planning Group | Saint Petersburg | Not listed | Percentage of assets, Hourly |
| Christopher Vernon | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Clarence Bush | Bush Capital Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Daniel Nunez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Danny Worrell | Truewater Wealth | Ponte Vedra Beach | Not listed | Percentage of assets |
| David Kassir | Manna Wealth Management | Miami Beach | Not listed | Percentage of assets |
| Donald Daniels | Daniels D'Amelio Investment Management Group LLC. | Jupiter | Not listed | Percentage of assets |
| Donald Fallenbaum | Fallenbaum CPA & Advisors | Plantation | Not listed | Percentage of assets, Hourly |
| Erick Reinoso | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gabriela Morales Blanco | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gerardo Palacios | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Giovanni Jimenez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |