| Simon Kasbari | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Stacey Beverley | Compass Financial Group | Deerfield Beach | Not listed | Percentage of assets, Hourly |
| Stephen Bunch | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Stephen Casey | Signet Financial Management of Southwest Florida | Estero | Not listed | Percentage of assets, Hourly |
| Steven Wagner | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| William Hazlett | WH Financial | Stuart | ChFC | Fixed fees |
| Alan Rubin | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| Alexander Cooke | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Allen Montgomery | Capstone Wealth Management | Lakeland | Not listed | Percentage of assets, Fixed fees |
| Ana Rebora De Luchau | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Anthony Visintin | Federmann Financial Advisors | Tampa | Not listed | Percentage of assets, Hourly |
| Ariel Cabrera | Celaya Wealth Management | Miami | Not listed | Percentage of assets, Flat fee or retainer |
| Benjamin Hall | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Benjamin Lewinter | Lewinter Wealth Advisors | Boynton Beach | Not listed | Percentage of assets, One-time planning fee |
| Brandon Catrett | Ridgeline Private Wealth | Ponte Vedra | Not listed | Ongoing planning fee |
| Brett Chipser | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Brian Mahoney | Camelot Wealth Management | Oldsmar | Not listed | Percentage of assets |
| Charles Achoa | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Charlot Alexandre | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Christopher Covato | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Christopher Davidson | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Christopher Kline | Capstone Wealth Management | Lakeland | Not listed | Percentage of assets, Fixed fees |
| Colin Myers | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Cynthia Shuford-Stover | Global Financial Private Client | Sarasota | Not listed | Percentage of assets, Hourly |
| David Robbins | Varney Wealth Management | Tampa | Not listed | Flat fee or retainer |
| David Roberts | Plan For Your Goals | Gulf Breeze | Not listed | One-time planning fee, Ongoing planning fee |
| Eric Turloff | Turloff Financial Consulting, Inc. | Cape Coral | BBA, CFA, CPA | Percentage of assets, Hourly |
| Fabricio Macastropa | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Felipe Mardakis | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Gary Dennis | Comprehensive Wealth Solutions | Boca Raton | PFS, CFA | Percentage of assets, Hourly |
| George Clement | GBC Investment Group | Sanford | CFA | Percentage of assets, Flat fee or retainer |
| Grayson Bishop | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Gregory Adams | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Guillermo Vernet | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Gustavo Farhat | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Ivan Rosa | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jake Rubin | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| Jill Gibb | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| John Copeland | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| John Smith | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Joseph Pendenza | Greater Gifts Family Office | Fort Myers | Not listed | Percentage of assets, Hourly |
| Kenneth Ouellette | Orca Wealth Management | New Port Richey | Not listed | Percentage of assets, Hourly |
| Leon Dulion | DNA Wealth Management | Pensacola | Not listed | Hourly, Ongoing planning fee |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Lloyd DeVaux | Sunstate Wealth Management | Coral Gables | Not listed | Percentage of assets |
| Maria Goretti Garcia | New Era Advisory | Orlando | Not listed | One-time planning fee, Ongoing planning fee |
| Mark Hemby | Saltmarsh Financial Advisors | Pensacola | CFA | Percentage of assets, Hourly |
| Micah White | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Michel Bethea | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |