| Mark Elhilow | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Mary Atkinson | Schrum Private Wealth Management | St. Augustine | Not listed | Percentage of assets, Fixed fees |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Melissa Walsh | Clarity Financial Design | Sarasota | CFP, CFA | Percentage of assets, Fixed fees |
| Micah Droescher | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Michael Hall | Saltmarsh Financial Advisors | Pensacola | CFP | Percentage of assets, Hourly |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Michelle Klein Klein | WealthEra Financial Planning | Orlando | CFP, MBA | Percentage of assets, Hourly |
| Miguel Sosa | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| Nate Skelly | Financial Pathway | San Antonio | CFP | Percentage of assets, Fixed fees |
| Niklas Brusen | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Owen Schrum | Schrum Private Wealth Management | St. Augustine | Not listed | Percentage of assets, Fixed fees |
| Paola Bernal Cuevas | Global Kandor | Miami | CFA | Percentage of assets, Fixed fees |
| Partick Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Pat Logue | Prudent Financial Planning LLC | Naples | CFP, CSLP | Percentage of assets, Hourly |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Richard Matthias | Matthias | Winter Park | Not listed | Percentage of assets, Hourly |
| Richard Roscelli | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Richard Simonetti | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Robert Goggin | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Robert O'Toole | Personal Wealth Planning | Hollywood | CFP | Percentage of assets, Fixed fees |
| Robert Strange | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Roberto Rivera-Vázquez | Freedom Advisory, LLC | Ft Lauderdale | CFP, CIMA | Percentage of assets, Fixed fees |
| Ronald Smith | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Roxanna Guinan | Cardea Capital Advisors | Coral Gables | Not listed | Percentage of assets, Fixed fees |
| Ryan Cortner | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Sanjeev Yadav | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| Sarah Horne | Saltmarsh Financial Advisors | Pensacola | CFP | Percentage of assets, Hourly |
| Sean Meunier | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Shannon Sapp | Coquina Private Wealth Advisors | Port Charlotte | CFP | Percentage of assets, Fixed fees |
| Stephen Kyle | Parable Wealth Advisors | St. Augustine | CFP, RICP | Percentage of assets, Fixed fees |
| Tamara Surratt | Legacy Family Office | Bonita Springs | Not listed | Fixed fees |
| Terry O'Grady | O'Grady Financial LLC | Tampa | CFP | Percentage of assets, Fixed fees |
| Thomas Ellis | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Thomas Geraci | Purtill Financial | Fort Myers Beach | Not listed | Percentage of assets, Hourly |
| Thomas Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Thomas Razzano | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Tracy Burke | Conrad Siegel Investment Advisors, Inc. | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Tyler Kiepke | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| William Sylvia | Great Oak Capital Partners | Plantation | CFP | Percentage of assets, Hourly |
| Adam Daniels | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Alon Ozer | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Andrew Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Ashley Vann | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Barrett Haus | Haus Financial Solutions | Orlando | Not listed | Percentage of assets, Hourly |
| Brian Flanagan | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| Brynn Albers | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Charles Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Charles Jackson | Southeast Asset Advisors | Tallahassee | CFA | Percentage of assets, Hourly |
| Christopher Berte | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |