| Stephen Sanders | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Adam Drake | Highland Investment Advisors | Ponte Vedra | CFA | Percentage of assets, Fixed fees |
| Adam Oerther | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Allan Cohen | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Anna Wunderlich | Camarda Wealth Advisory Group | Fleming Island | CFP | Percentage of assets, Hourly |
| Ansley Nicholson | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Benjamin Hein | OAC Capital Advisors | Miami Beach | CFP, CFA | Percentage of assets, Hourly |
| Bethany Evans | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Charles Meeks | Meeks Capital | Winter Park | CFP | Percentage of assets |
| Charles Wood | Cardea Capital Advisors | Vero Beach | CFP | Percentage of assets, Fixed fees |
| Colin Arnold | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| David Jacoby | Remote Financial Planner | Palm Beach Gardens | CFP, CFA | Ongoing planning fee |
| Genevieve George | Pelican Financial Planning & Wealth | Jupiter | CFP | Percentage of assets, Fixed fees |
| George Kiraly | LodeStar | Naples | CFP | Percentage of assets, Hourly |
| Hillary Knotts | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Jamel Gordon | Rose Capital Advisors | Miami Beach | CFP | Percentage of assets, Hourly |
| James Johnson | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Jeffrey Hoang | Paulson Wealth Management | West Palm Beach | CFP | Percentage of assets, Hourly |
| John Cunningham | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Jonathan Bottaro | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Jose Martin | LifeCraft Wealth | Sunrise | CFP | Percentage of assets |
| Joseph Fernandez | Invenio Wealth Partners | Coral Gables | CFP | Percentage of assets, Hourly |
| Ljubisa Vrcelj | Camarda Wealth Advisory Group | Fleming Island | CFP | Percentage of assets, Hourly |
| Manan Patel | Ample Wealth Partners | Saint Cloud | CFP | Percentage of assets, Fixed fees |
| Marguerite Cook | Rothschild Capital Partners | Hollywood | CFP | Percentage of assets, Hourly |
| Matthew Michaels | Fidelis Capital | Tampa | CFP | Percentage of assets, Fixed fees |
| Matthew Riggins | Mash Financial Planning | Jacksonville | CFP | Percentage of assets, One-time planning fee |
| Melissa Montalvo | Atticus Wealth Management | Palm Beach Gardens | CFP, ChFC | Percentage of assets |
| Michael Stanton | Alpine Private Wealth | Santa Rosa Beach | CFP | Percentage of assets |
| Nicholas Gyeszat | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Pierre-Emmanuel Jouve | InsuraWealth | Tampa | CFP | Percentage of assets, Ongoing planning fee |
| Sean Guldi | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Stephan Zehner | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| Tanner Merritt | Keen Capital | Jacksonville | CFP | Percentage of assets, Hourly |
| William Losey | Bill Losey Retirement Solutions | The Villages | CFP | Percentage of assets |
| Abraham Amador-Lindner | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Alexandra Demosthenes | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Arthur Canter | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Barbara Nooney | Flavin, Nooney & Person | Melbourne | CFP, PFS | Percentage of assets, Hourly |
| Benjamin Greenman | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Blair Shein | Compass Financial Group | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Bradley Lacore | Cogent Private Wealth | Orlando | CFP | Percentage of assets, Fixed fees |
| Cheri Franklin | Clarity Capital Advisors | Lakewood Ranch | CFP | Flat fee or retainer, Ongoing planning fee |
| Cheryl Deknatel | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Chris Parker | Parker Financial Planning | Bradenton | CFP | Percentage of assets, Ongoing planning fee |
| Diana Kahn | The Financial Pharmacist | Aventura | CFP | Flat fee or retainer |
| Elaine King Fuentes | Family and Money Matters | Coral Gables | CFP | Ongoing planning fee |
| Harold Carmean | Creative Wealth Management | Punta Gorda | Not listed | Percentage of assets, Ongoing planning fee |
| Ivan Hernandez | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Jacob Carris | Jake Carris Financial Planning | Orlando | CFP, CFA | Percentage of assets, Flat fee or retainer |