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Flat-fee financial advisors in Florida

All 983 advisors

Flat-fee financial advisors in Florida: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Oisin Thompson Fortress Wealth Planning Jacksonville Beach Not listed Percentage of assets, Fixed fees
Pamela Franklin Milestone Investments Columbus Pensacola Not listed Percentage of assets, Hourly
Patrick O'Grady Rinaldi Wealth Management Bonita Springs Not listed Percentage of assets, Hourly
Pau Delgado Rodriguez CS Advisors Boca Raton Not listed Percentage of assets, Hourly
Rachel O'Leary Wealth Care Merritt Island Not listed Percentage of assets, Hourly
Ritesh Upadhyaya Vigil Wealth Management Ponte Vedra Beach Not listed Percentage of assets, Hourly
Robert Basile Basile Financial Group Palm Harbor Not listed Percentage of assets, Hourly
Robert Farr FarrCrest Capital Naples Not listed Percentage of assets, Hourly
Rolland Basant Freedom Financial Management Saint Cloud Not listed Ongoing planning fee
Ryan Grady Paradigm Wealth Management Ponte Vedra Not listed Percentage of assets, Hourly
Ryan Schmitt LDN Wealth Orlando Not listed Hourly, Fixed fees
Stephen Podnos Wealth Care Merritt Island Not listed Percentage of assets, Hourly
Steven Sherman CS Advisors Boca Raton Not listed Percentage of assets, Hourly
Taylor Retherford Aggregate Financial Services Navarre Not listed Percentage of assets, Hourly
Tim McMahon Wisdom Planning Group Naples Not listed Percentage of assets, Fixed fees
Wayne Goldstein Atlas Financial Wellington Not listed Percentage of assets, Fixed fees
Ana Rieber Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Andrew Dennis Comprehensive Wealth Solutions Boca Raton Not listed Percentage of assets, Hourly
Anthony Leone Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
Arianna Kaufman Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Baltazar Moreno Fuentes Moreno Capital West Palm Beach Not listed Percentage of assets, Fixed fees
Cale Smith Bastion Fiduciary, LLC Islamorada Not listed Percentage of assets, Hourly
Christina Doss Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Cristina Alayo Atlas Financial Group Miami Not listed Percentage of assets, Hourly
Dale Cockrell Painted Porch Advisors Naples Not listed Percentage of assets, Fixed fees
Daniel Spalding Chiron Capital Management St Petersburg Not listed Percentage of assets, Fixed fees
Dannit Chocron Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Darryl Poisson DJP Wealth Management Tampa Not listed Percentage of assets, Fixed fees
David Maddux Brightwater Advisory Tampa Not listed Percentage of assets, Hourly
David Unda Unda Financial and Consulting Palmetto Bay Not listed Percentage of assets, Hourly
Eduardo Brender Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Franklin Lentz Lentz Advisors Gainesville Not listed Percentage of assets, Fixed fees
Franklin Lentz Lentz Advisors Gainesville Not listed Percentage of assets, Fixed fees
George Peaden Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Ginny Neal SpringTru Palm Beach Gardens Not listed Percentage of assets, Hourly
Isaac Wakszol Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Jacobo Taurel Rimeris Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Janessa Suarez Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Jason Cain Cynosure Portfolio Advisors Jupiter Not listed Percentage of assets, Hourly
Jonathan Schiripo Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
Jose Cova Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Jose Finkelstein Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Juan Sanchez Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Judy Batievsky Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Leah van Welie Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Lorianne Cordoba Red Reef Advisors Boca Raton Not listed Percentage of assets, Hourly
Luis Alayo Riera Atlas Financial Group Miami Not listed Percentage of assets, Hourly
Mariana Avila Murati Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Mason Schreck Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
Mauricio Saias Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees