| Gregory Chapas | Truewater Wealth | Ponte Vedra Beach | Not listed | Percentage of assets |
| Guillermo Diaz | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | Not listed | Percentage of assets, One-time planning fee |
| Harvis Astorga | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Ian Starkel | Starkel Wealth Advisors | Sarasota | Not listed | Percentage of assets |
| James Divirgilio | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | Not listed | Percentage of assets, One-time planning fee |
| James Gallagher | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| James Minich | Minich MacGregor Wealth Management | St Augustine | Not listed | Percentage of assets, Fixed fees |
| Jennifer Figurelli | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Jimmy Cardentey | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| John McCully | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| Jorge Perez Ruiz | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Keegan Erva | Unify Financial Advisors | Clearwater | Not listed | Percentage of assets, Hourly |
| Kiel Lewis | Eminence WM | Orlando | Not listed | Percentage of assets |
| Leonardo Guillen | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Lisa Chacon | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | Not listed | Percentage of assets, One-time planning fee |
| Luis Delrio | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Mateo Alzate | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Max Paez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Mia Vazquez | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Miguel Castaneda | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Miguel Rodriguez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Nicholas Gorry | Eminence WM | Orlando | Not listed | Percentage of assets |
| Nora Wilson | Truewater Wealth | Ponte Vedra Beach | Not listed | Percentage of assets |
| Orlando Johnson | Johnson Wealth Management | Palm Coast | Not listed | Percentage of assets, Hourly |
| Phillip McGrath | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Preston Byrnes | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Richard Crawford | Highline Private Wealth | Jacksonville | Not listed | Percentage of assets |
| Sam Curmaci | SAC Investment Management | Ft. Lauderdale | Not listed | Percentage of assets |
| Sarah Ivanovic | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Sean O'Brien | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Sebastian Guerra | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Timothy Morris | Zenith Wealth Management | Orlando | Not listed | Percentage of assets, Hourly |
| Alan Rubin | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| Allen Montgomery | Capstone Wealth Management | Lakeland | Not listed | Percentage of assets, Fixed fees |
| Ariel Cabrera | Celaya Wealth Management | Miami | Not listed | Percentage of assets, Flat fee or retainer |
| Austin Franks | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| Benjamin Hall | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Brandon Catrett | Ridgeline Private Wealth | Ponte Vedra | Not listed | Ongoing planning fee |
| Brett Chipser | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Brian Mahoney | Camelot Wealth Management | Oldsmar | Not listed | Percentage of assets |
| Cesar Murillo | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Charles Achoa | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Charlot Alexandre | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Christopher Covato | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Christopher Davidson | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Christopher Kline | Capstone Wealth Management | Lakeland | Not listed | Percentage of assets, Fixed fees |
| Colin Myers | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| David Roberts | Plan For Your Goals | Gulf Breeze | Not listed | One-time planning fee, Ongoing planning fee |
| Felipe Mardakis | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Fernando Germana | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |