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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
Greg Hurley Hurley Wealth Management Group Oakland CFP, MBA One-time planning fee
Trishul Patel Investing Forever Advisory West Palm Beach BS, CFP, MBA Percentage of assets, Ongoing planning fee
Audrey Jones Financial Life Designs LLC Lake Mary CFP Percentage of assets, One-time planning fee
Brian O'Neill Winged Wealth Management and Financial Planning LLC Niceville CFP, EA Ongoing planning fee, Hourly
Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early WealthAdvisor365 Fort Lauderdale CFP One-time planning fee, Subscription
Chris Daunhauer TrustWell Financial Advisors Jacksonville BA, CFP, M.Ed., MBA Percentage of assets, Flat fee or retainer
Inga Timmerman Attainable Wealth Jacksonville CFP, PhD Flat fee or retainer, Hourly
Joshua Davis Davis Private Wealth, LLC Royal Palm Beach CFP, MBA Percentage of assets, Hourly
Steven Bové Lebrigh Life Planners, LLC Oldsmar CFA, CFP, MSFS Ongoing planning fee
Bennett Stein Stein Financial LLC Miramar Beach CFP, CPA Percentage of assets
Deana Brown Contemporary Financial Planning Jacksonville CFP, CDFA Ongoing planning fee
Jacob Bartel Birchcreek Wealth Management Jacksonville CFP Percentage of assets, Flat fee or retainer
Jordan Talbert Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Marisa Bradbury Sigma Investment Counselors Lake Mary CFP, CFA Percentage of assets
Matthew Barrovecchio Christian Financial Advisors® Odessa CFP Percentage of assets
Stacy Miller BayView Financial Planning Tampa CeFT, CFP, MBA Flat fee or retainer
Tristan Jacobi Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Adam Stoeckler Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Alexandra Forest 44 North Capital Palm Beach Gardens CFP Percentage of assets
Beverly Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Christopher Dale Life After Grief, LLC Orlando CFP Percentage of assets, Hourly
Drew Prescott Ocean Breeze LLC Winter Garden CFP One-time planning fee
Frank Garcia Frankly Finances Winter Park CFP, CFA Hourly, Flat fee or retainer
Jarett Busacca Venture Wealth Solutions Winter Park CFP Ongoing planning fee, One-time planning fee
Keith Amburgey Rutherford Asset Planning Tampa CFP, CFA Percentage of assets
Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ Firm Foundation Family Wealth Ft. Lauderdale CFP Percentage of assets
Maria Erickson Freedom Financial & Business Planning Saint Petersburg CFP Hourly, Flat fee or retainer
Mark Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Matthew McGahey Steadfast Financial Services Altamonte Springs CFP, ChFC Percentage of assets, Ongoing planning fee
Michael Macke Wealth 73 Jacksonville CFP Flat fee or retainer, Ongoing planning fee
Robert Dignan Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Robin Snell Nested Financial & Tax Planning Palm Harbor CFP, EA Flat fee or retainer
Ryan Rocuant Mutual Trust Advisory Group Estero CFP Percentage of assets, Flat fee or retainer
Scott Schatzle Mutual Trust Advisory Group Estero CFP Percentage of assets, Flat fee or retainer
Tom LeClaire Caliber Wealth Advisory Tampa CFP Percentage of assets, Fixed fees
Aaron Pierce TrueVine Family Wealth Naples CFP Percentage of assets, Hourly
Allison Beckham Beckham Financial Miami CFP Percentage of assets, Flat fee or retainer
Brett Lozowski Life Planning Partners Jacksonville CFP Ongoing planning fee
Carol Dixon Your Planning Partner Palm Beach Gardens CFP Percentage of assets, Hourly
Carolyn McClanahan Life Planning Partners Jacksonville CFP Ongoing planning fee
Dale Hershman Hourly or ongoing investment advice on biotech, healthcare and dividend stocks for FIRE seekers, expats and entrepreneurs. Sick Advisory Services Boca Raton Not listed Subscription, One-time planning fee
Elizabeth McCollum Prosperity Financial Planning Celebration CFP Flat fee or retainer, Ongoing planning fee
Eric Felty Equity Advisors of Kentucky St Pete Beach CFP Percentage of assets
Harlan Freeman BrightPath Financial Deerfield Beach CFP, CFA Percentage of assets, Hourly
Ivan Mendoza Mendoza Private Wealth North Miami CFP, ChFC, CFA Percentage of assets, Hourly
James Belliston Tanara Wealth Management St. Augustine CFP Percentage of assets, Hourly
James Moore Campbell Financial Partners Bradenton CFP Percentage of assets, One-time planning fee
Jordi Bakovic-Quiroga TQM Wealth Partners St. Augustine CFP Percentage of assets, Hourly
Katarzyna Marczyk Anchor Wealth Management Group West Palm Beach CFP Percentage of assets, Hourly
Pamela Bergeson Tailwind Financial Planning Madeira Beach CFP Ongoing planning fee, One-time planning fee