# Flat-fee financial advisors in Florida

> In Florida, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Franklin Gay of Tobias Financial Advisors and Frank Garcia of Frankly Finances.

Page: https://find.wellspent.co/by/flat-fee-financial-advisors/florida/
983 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who charge flat or fixed fees in Florida?

In Florida, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Franklin Gay of Tobias Financial Advisors and Frank Garcia of Frankly Finances.

## How many fee-only advisors who charge flat or fixed fees in Florida are there?

The Wellspent public graph lists 983 fee-only advisors who charge flat or fixed fees in Florida, at 521 firms. We counted every advisor record that fits, as of November 2026.

## Where are fee-only advisors who charge flat or fixed fees in Florida located?

Of the 983 fee-only advisors who charge flat or fixed fees in Florida, 58 are in Miami, followed by 54 in Tampa and 48 in Jacksonville.

## How do fee-only advisors who charge flat or fixed fees in Florida charge?

The most common fee among fee-only advisors who charge flat or fixed fees in Florida is a percentage of assets, used by 92% of the 983 with fees on file. Many use more than one: 82% charge fixed fees and 59% charge by the hour.

## How many fee-only advisors who charge flat or fixed fees in Florida hold the CFP?

41% of the 983 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?

We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.

## What should I ask fee-only advisors who charge flat or fixed fees in Florida?

What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?

## How current is this list of fee-only advisors who charge flat or fixed fees 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.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Jorge Soriano](https://find.wellspent.co/advisors/jorge-soriano.md) | Financial Optimist LLC | Saint Petersburg, Florida | CFP, EA | Subscription, One-time planning fee, Hourly |
| [Alex Ammar](https://find.wellspent.co/advisors/alex-ammar.md) | Paradox Financial LLC | Montverde, Florida | CFP | One-time planning fee, Hourly |
| [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets |
| [Cassandra Smalley](https://find.wellspent.co/advisors/cassandra-smalley.md) | Cassandra Smalley Wealth Management | Seminole, Florida | CFP, CFA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Chris Diodato](https://find.wellspent.co/advisors/chris-diodato.md) | WELLth Financial Planning | Palm Beach Gardens, Florida | CFP, CFA | Flat fee or retainer |
| [Hunter Kelly](https://find.wellspent.co/advisors/hunter-kelly.md) | Palm Valley Wealth Management | Saint Augustine, Florida | CFP | Percentage of assets |
| [Keith Hensley](https://find.wellspent.co/advisors/keith-hensley.md) | Florida Financial Planning | Winter Garden, Florida | CFP | Subscription, One-time planning fee, Hourly |
| [Marcus Miller](https://find.wellspent.co/advisors/marcus-miller.md) | Mainstay Capital LLC | Lakeland, Florida | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Alonso Rodriguez Segarra](https://find.wellspent.co/advisors/alonso-rodriguez-segarra.md) | Advise Financial | Boca Raton, Florida | CFP | Hourly, Ongoing planning fee |
| [Chris Shoup](https://find.wellspent.co/advisors/chris-shoup.md) | Southshore Financial Planning | Tampa, Florida | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Jason Richmond](https://find.wellspent.co/advisors/jason-richmond.md) | Pruitt Richmond Wealth Management | Estero, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [John West](https://find.wellspent.co/advisors/john-west.md) | Spraker West Wealth Management, Inc. | Winter Park, Florida | CFP, MBA | Percentage of assets, Hourly, One-time planning fee |
| [Jordan Drinkhouse](https://find.wellspent.co/advisors/jordan-drinkhouse.md) | Glow Financial Planning LLC | Spring Hill, Florida | CFP | Flat fee or retainer, Ongoing planning fee |
| [Kevin Burkle](https://find.wellspent.co/advisors/kevin-burkle.md) | HCP Wealth Planning, LLC | Jacksonville, Florida | CFP | One-time planning fee |
| [Kyle Newell](https://find.wellspent.co/advisors/kyle-newell.md) | Newell Wealth Management | Winter Garden, Florida | CFP, CRPC | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Leo Lavezza](https://find.wellspent.co/advisors/leo-lavezza.md) | Financial Consulate, Inc. | Fernandina Beach, Florida | CFP, CPA, MBA, CIMA | Ongoing planning fee |
| [Otto Rivera](https://find.wellspent.co/advisors/otto-rivera.md) | Mindful Wealth LLC | St Louis, Florida | CFP, EA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [R. Shea Newton](https://find.wellspent.co/advisors/r-shea-newton.md) | Financial Journey LLC | Pensacola, Florida | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| [Alissa Maizes](https://find.wellspent.co/advisors/alissa-maizes.md) | Amplify My Wealth | Boca Raton, Florida | CFP, JD | Ongoing planning fee, One-time planning fee |
| [Angela Wetzig](https://find.wellspent.co/advisors/angela-wetzig.md) | Sage Wealth Consulting, LLC | Sarasota, Florida | CFP | Percentage of assets |
| [Demel Gonzalez](https://find.wellspent.co/advisors/demel-gonzalez.md) | Heartwood Financial Services | Sanford, Florida | CFP | Percentage of assets, One-time planning fee |
| [Desiree Kaul](https://find.wellspent.co/advisors/desiree-kaul.md) | Kaul Financial Solutions | Satellite Beach, Florida | CFP, ChFC, EA | Subscription, One-time planning fee, Hourly |
| [DJ Hunt](https://find.wellspent.co/advisors/dj-hunt.md) | Moisand Fitzgerald Tamayo, LLC | Jacksonville, Florida | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| [Douglas Marcello](https://find.wellspent.co/advisors/douglas-marcello.md) | Core Wealth Management, Inc. | Jupiter, Florida | CFP | Flat fee or retainer, Hourly, Percentage of assets |
| [Edward B. Aufman](https://find.wellspent.co/advisors/edward-b-aufman.md) | Aufman Associates Inc. | Longboat Key, Florida | BS, CFP | Percentage of assets, Fixed fees |
| [Elizabeth Barrett](https://find.wellspent.co/advisors/elizabeth-barrett.md) | Sterling Wealth Advisors® | Plantation, Florida | CFP, CKA, MA | Percentage of assets, Ongoing planning fee |
| [Jake Skelhorn](https://find.wellspent.co/advisors/jake-skelhorn.md) | Spark Wealth Advisors | Jacksonville, Florida | CFP | Percentage of assets, Flat fee or retainer |
| [Jeffrey McDermott](https://find.wellspent.co/advisors/jeffrey-mcdermott.md) | Create Wealth Financial Planning, LLC | Jacksonville, Florida | Certified Student Loan Professional, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [John Krehbiel](https://find.wellspent.co/advisors/john-krehbiel.md) | Krehbiel Financial LLC | Satellite Beach, Florida | CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Joshua Duncan](https://find.wellspent.co/advisors/joshua-duncan.md) | F5 Financial | Venice, Florida | CFP, MS, PhD | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Marty O'Leary](https://find.wellspent.co/advisors/marty-oleary.md) | Stadium Financial LLC | Orlando, Florida | CFP, ChFC | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Matthew Ferrell](https://find.wellspent.co/advisors/matthew-ferrell.md) | MADE Financial Design | Land O Lakes, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Sean Gerlin](https://find.wellspent.co/advisors/sean-gerlin.md) | Envision Financial Services & Asset Management | Maitland, Florida | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| [Steven Clark](https://find.wellspent.co/advisors/steven-clark.md) | Clark Financial Planning Services LLC | Coconut Creek, Florida | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| [William Arnold](https://find.wellspent.co/advisors/william-arnold.md) | AVID Planning | Saint Petersburg, Florida | CFP | Flat fee or retainer |
| [Amy Riddell](https://find.wellspent.co/advisors/amy-riddell.md) | AFT Financial Planning | Tampa, Florida | CFA, CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Andrew Trammell](https://find.wellspent.co/advisors/andrew-trammell.md) | Trammell Wealth LLC | Wellington, Florida | CFP, EA, MSFP, RICP | Percentage of assets, Ongoing planning fee |
| [C Garrett Moore](https://find.wellspent.co/advisors/c-garrett-moore.md) | C Garrett Moore, CFP® | Bradenton, Florida | CFP, ChFC | Percentage of assets, Fixed fees |
| [Daniel Kopp](https://find.wellspent.co/advisors/daniel-kopp.md) | Wise Stewardship Financial Planning | Lakewood Ranch, Florida | CFP, MSFP | Ongoing planning fee |
| [Deb Meyer](https://find.wellspent.co/advisors/deb-meyer.md) | WorthyNest LLC | Punta Gorda, Florida | CFP, CPA | Percentage of assets, Fixed fees |
| [Garrett Moore](https://find.wellspent.co/advisors/garrett-moore.md) | Moore Financial Management, Inc. | Bradenton, Florida | CFP, ChFC | Percentage of assets, Fixed fees |
| [James Estep Iii](https://find.wellspent.co/advisors/james-estep-iii.md) | Everest Financial Advisors | Cooper City, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Leo Nunez](https://find.wellspent.co/advisors/leo-nunez.md) | Everest Financial Advisors | Cooper City, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Maria Castillo Dominguez](https://find.wellspent.co/advisors/maria-castillo-dominguez.md) | Valoria Wealth Management | Cooper City, Florida | CFP, EA | Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Mike Noce](https://find.wellspent.co/advisors/mike-noce.md) | Olsen Family Financial, LLC | Saint Petersburg, Florida | CFP, ChFC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Rebecca Noss](https://find.wellspent.co/advisors/rebecca-noss.md) | Healthy Wealth | Niceville, Florida | CFP, ChFC | Hourly, Ongoing planning fee, One-time planning fee |
| [Allen Osgood, Jr.](https://find.wellspent.co/advisors/allen-osgood-jr.md) | Financial Freedom, LLC | Sarasota, Florida | CFP | Hourly, Ongoing planning fee |
| [Erin O'Brien](https://find.wellspent.co/advisors/erin-obrien.md) | Purposeful Money LLC | Naples, Florida | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Filip Telibasa](https://find.wellspent.co/advisors/filip-telibasa.md) | Benzina Wealth | Sarasota, Florida | CFP | Flat fee or retainer, Ongoing planning fee |
| [Franklin Gay](https://find.wellspent.co/advisors/franklin-gay.md) | Tobias Financial Advisors | Plantation, Florida | CFP, EA, MBA, CFA, CPA/PFS, CTS | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 983. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/florida/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).