| James Eppes | Eppes Wealth Management | Satellite Beach | CFP | One-time planning fee, Flat fee or retainer |
| Jay Franklin | Clarity Capital Advisors | Lakewood Ranch | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Jay Freeberg | Onyx Bridge Wealth Group | Boca Raton | CFP | Percentage of assets, Hourly |
| Jay Shein | Compass Financial Group | Deerfield Beach | CFP | Percentage of assets, Hourly |
| Margaret Bilby | Gen² Advisors | Maitland | CFP | Percentage of assets, Fixed fees |
| Mario Payne | TOAMS Financial | Jacksonville | CFP | Percentage of assets, Fixed fees |
| Matthew Dellovo | BFA Wealth Management | Delray Beach | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Treskovich | Flavin, Nooney & Person | Melbourne | CFP, PFS, CFA | Percentage of assets, Hourly |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Michael Ehlenbeck | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Michael Wagner | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Nathan Dunham | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Nicolaas Letschert | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Thomas Flavin | Flavin, Nooney & Person | Melbourne | CFP, PFS | Percentage of assets, Hourly |
| Tyler Chacon | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | CFP | Percentage of assets, One-time planning fee |
| Tyler Heckman | Flavin, Nooney & Person | Melbourne | CFP | Percentage of assets, Hourly |
| Valerie Lasher-Adelman | William Howard & Co. Financial Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Alexis Hongamen | Total Financial Planning | Orlando | CFP | Hourly |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Angela Moore | Fruitful | Orlando | CFP | Percentage of assets, Ongoing planning fee |
| Brian Timm | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Carlos Celaya | Celaya Wealth Management | Miami | CFP | Percentage of assets, Flat fee or retainer |
| Charles Kerwood | Waller Financial Planning Group | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Derek Hartman | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Derek Notman | Intrepid Wealth Partners | Melbourne Beach | CFP, ChFC | Percentage of assets |
| Diane Macphee | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| Geoffrey Frazier | Global Financial Private Client | Sarasota | CFP, ChFC | Percentage of assets, Hourly |
| Henry Gibson-Garcia | G4 Financial Planning | Orlando | CFP | One-time planning fee |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | CFA | Percentage of assets, Hourly |
| Joshua Andrews | Thistle Wealth Management | Maitland | CFP | Percentage of assets, Ongoing planning fee |
| Julie Betoni | Ignite Financial | Ponte Vedra Beach | CFP | Percentage of assets, Fixed fees |
| Julio Lopez-Brito | Sensible Money | Miami | CFP | Percentage of assets, Fixed fees |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Kevin Jordan | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Matthew Becker | Fruitful | Gulf Breeze | CFP | Percentage of assets, Ongoing planning fee |
| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| Oscar Vives Ortiz | Sensible Money | Riverview | CFP, PFS | Percentage of assets, Fixed fees |
| Paul Bush | Steadfast Financial Services | Green Cove Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Pedro Gomez | Brickell Financial Group | Miami | CFP | Percentage of assets, Hourly |
| Stephen Fedak | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Steven Wotovich | Lighthouse Financial | Saint Petersburg | CFP, CFA | Percentage of assets, Hourly |
| Theodore Zamerski | Prosperity Path Advisers | Vero Beach | PFS, CFA | Percentage of assets, Hourly |
| Thomas Knightly | American Family Legacy Group | Clearwater | CFP, ChFC | Percentage of assets, Hourly |
| Todd Macke | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| William Neubauer | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| Alberto Crespo | Crespo Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| Amilka Delgado | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |