| Andrew Brady | Brady Family Wealth | Miami | CFA | Percentage of assets, Hourly |
| Andrew Hill | Andrew Hill Investment Advisors | Naples | CFA | Percentage of assets |
| Andrew Machata | Semper Wealth Management | Oviedo | CFP | Percentage of assets, Hourly |
| Becky Farrant | Pacific Global Investment Management Company | Ocoee | CFP | Percentage of assets, Hourly |
| Brianna Aviles | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Carlo Magno Santos-Ocampo | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Caroline Petty | Uprise | Tampa | CFP | Hourly, Fixed fees |
| Charles Poe | Grand Central Investment Group | Tampa | CFA | Percentage of assets, Hourly |
| Christian Paterok | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Christopher Nalley | CS Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Christopher Ragain | Sentinel Wealth & Tax | Bonita Springs | Not listed | Ongoing planning fee |
| Dalton McIlrath | Fortress Wealth Planning | Jacksonville Beach | CFP | Percentage of assets, Fixed fees |
| Dana Lyon | Capital Wise Advisory | Wesley Chapel | Not listed | Percentage of assets |
| Daniel Hernandez | Power Financial Partners | Tampa | CFP | Percentage of assets, Hourly |
| David Cust | Means Wealth Management | Sarasota | Not listed | Percentage of assets, Flat fee or retainer |
| David Morgan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| David Vigil | Vigil Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Derek Stross | CORE Wealth Advisors | Lakeland | PFS | Percentage of assets, Hourly |
| Dustin Rinaldi | Rinaldi Wealth Management | Bonita Springs | CFP | Percentage of assets, Hourly |
| Frank Mercer | Southeast Asset Advisors | Tallahassee | CFP | Percentage of assets, Hourly |
| Gary Steer | OxenFree Financial | Melbourne | CFP | Percentage of assets |
| Howard Jordan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| James Baccarini | Aggregate Financial Services | Navarre | CFP | Percentage of assets, Hourly |
| Jeffrey Nielson | Avenues Wealth | Winter Park | CFP | Percentage of assets, Hourly |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| John Jones | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joshua Ali | Fortress Wealth Planning | Jacksonville Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Kathleen Campbell | Campbell Financial Partners | Fort Myers | Not listed | Percentage of assets, One-time planning fee |
| Kenneth Auman | Mariner Financial Group | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Kilburn Sherman | Maclendon Wealth Management | Jensen Beach | PFS | Percentage of assets, Hourly |
| Laleeta Hill | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Larry Elkin | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| Marshall Gilman | Onyx Bridge Wealth Group | Port St. Lucie | ChFC | Percentage of assets, Hourly |
| Melinda Kibler | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Michael Scott | CORE Wealth Advisors | Lakeland | CFA | Percentage of assets, Hourly |
| Paul Means | Means Wealth Management | Venice | Not listed | Percentage of assets, Flat fee or retainer |
| Richard Harris | Aspire Growth Partners | Miromar Lakes | CFA | Percentage of assets, Hourly |
| Robert Basile | Basile Financial Group | Palm Harbor | CFP | Percentage of assets, Hourly |
| Thomas Walsh | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Tina Tenret | The Tenret Company | Tampa | CFP | Percentage of assets, Hourly |
| Troy Katterheinrich | Retire Agile | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Warren Burger | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| Warren Spoor | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| William George | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| William McDavid | Flavin, Nooney & Person | Gainesville | PFS | Percentage of assets, Hourly |
| Adam Rall | Rall Capital Management, Inc. | Rockledge | CFP | Percentage of assets, Fixed fees |
| Adam Van Wie | Strivus Wealth Partners | Jacksonville Beach | CFP | Percentage of assets, Hourly |