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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
Jacob Marriott Aptus Capital Advisors Naples Not listed Percentage of assets, Fixed fees
James Cable American Financial Advisors Winter Park Not listed Percentage of assets, Hourly
James Livingston Livingston Financial Planning Santa Rosa Beach Not listed Hourly, Fixed fees
Jaren Holmes Collaborative Wealth Lake Mary Not listed Percentage of assets, Hourly
Jason Kaplan Neptune Wealth St. Petersburg Not listed Percentage of assets, Hourly
Jason Sampson Atlas Private Wealth Advisors Tampa Not listed Percentage of assets, Hourly
Jean Masse Jean Pierre Masse Venice Not listed Percentage of assets, Hourly
Jeffrey Rehm Legacy Wealth Advisors West Palm Beach Not listed Percentage of assets, Fixed fees
Jenna Kozodoy Freedom Family Office Jupiter Not listed Percentage of assets, Hourly
John Bauman QM Advisors Inlet Beach Not listed Percentage of assets, Hourly
John Browning Guardian Rock Wealth Investment Management Palm Springs Not listed Percentage of assets, Fixed fees
John Burke Total Wealth Planning and Management Ponte Vedra Not listed Percentage of assets, Hourly
John Campbell Aviance Capital Partners Naples Not listed Percentage of assets, Fixed fees
John Crocker Crocker Capital Cooper City Not listed Percentage of assets, Subscription
John Ginn Parable Wealth Advisors St Augustine Not listed Percentage of assets, Fixed fees
John Golden Golden Reed Wealth Management Ocala Not listed Percentage of assets, Hourly
John Grant Covingtonalsina Jacksonville Not listed Percentage of assets, Hourly
John Machonga Johnson Private Wealth Management Sarasota Not listed Percentage of assets, Fixed fees
John Mitchell CPA Synced Financial Tampa Not listed Percentage of assets, Fixed fees
John Patten MAR Wealth Management Services West Palm Beach Not listed Percentage of assets, Hourly
Jonathan Heise Forecast Financial Newberry Not listed Percentage of assets, Fixed fees
Jonathan Hermes Parable Wealth Advisors St Augustine Not listed Percentage of assets, Fixed fees
Jonathan Higgins Sterling Advisory Services Brandon Not listed Percentage of assets, Fixed fees
Jordan Arnold Instrumental Wealth Tampa Not listed Percentage of assets, Fixed fees
Joseph Calhoun Alhambra Investment Management Palmetto Bay Not listed Percentage of assets, Fixed fees
Joseph Scarborough Retirement Management Systems Tampa Not listed Percentage of assets, Hourly
Joshua Scannell Future Path Financial Planning Niceville Not listed Percentage of assets, Subscription
Juan Gonzalez Altfest Personal Wealth Management Bay Harbor Island Not listed Percentage of assets, Hourly
Juan Perez Alhambra Investment Management Palmetto Bay Not listed Percentage of assets, Fixed fees
Juergen Streng F&v Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Julian Dallas Legacy Wealth Advisors North Miami Beach Not listed Percentage of assets, Fixed fees
Karin Mueller-Paris F&v Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Karl Krehbiel Krehbiel Financial Satellite Beach Not listed Percentage of assets, Hourly
Keith Finkelstein Marketstrats Cape Coral Not listed Percentage of assets, Hourly
Keith Storms Storms & Rowdon Financial Services Ormond Beach Not listed Percentage of assets, Hourly
Keith Ward Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Kevin Cheezum Nesteggs Jacksonville Not listed Percentage of assets, Hourly
Kevin Hoffmann Horowitz & Company Fort Lauderdale Not listed Percentage of assets, Hourly
Kilian Kretschmer Finaccess Advisors Miami Not listed Percentage of assets, Fixed fees
Kim Mortensen Total Wealth Planning and Management Ponte Vedra Not listed Percentage of assets, Hourly
Kyle Allen One DAY in July St. Petersburg Not listed Percentage of assets, Fixed fees
Lawrence King King Wealth Management Group Bonita Springs Not listed Percentage of assets, Fixed fees
Leah Jenkins Sterling Wealth Advisors Plantation Not listed Percentage of assets, Hourly
Manuel Navarro Ongoing Wealth Management Key Largo Not listed Percentage of assets, Hourly
Margaret Emmet Headland Capital Jacksonville Not listed Percentage of assets, Hourly
Margarita Fernandez Alhambra Investment Management Palmetto Bay Not listed Percentage of assets, Fixed fees
Marino Patrk Hudson Value Partners Palm Beach Not listed Percentage of assets, Hourly
Mark Bras American Financial Advisors Winter Park Not listed Percentage of assets, Hourly
Mark McCarthy CMC Financial Group Palm City Not listed Percentage of assets, Fixed fees
Mark Stratton Private Client Advisor Group Palm City Not listed Percentage of assets, Hourly