Hourly financial advisors in Florida
How do I find fee-only advisors who charge by the hour in Florida?
In Florida, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Franklin Gay of Tobias Financial Advisors and Andrew Trammell of Trammell Wealth LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- DJ Hunt Moisand Fitzgerald Tamayo, LLC, Jacksonville Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Franklin Gay Tobias Financial Advisors, Plantation Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Andrew Trammell Trammell Wealth LLC, Wellington Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Frank Garcia Frankly Finances, Winter Park Holds the CFP and CFA. Fees on file: hourly, flat fee or retainer.
- Brian O'Neill Winged Wealth Management and Financial Planning LLC, Niceville Holds the CFP and EA. Fees on file: ongoing planning fee, hourly.
- Erin O'Brien Purposeful Money LLC, Naples Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 852
- Firms
- 459
- Cities
- 157
- Hold the CFP
- 39%
- Other credentials: CFA 7% · CPA 1% · EA 1%
- How they charge (of 852 with fees on file): percentage of assets 93% · hourly 86% · fixed fees 64% · performance-based fees 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Florida are there?
The Wellspent public graph lists 852 fee-only advisors who charge by the hour in Florida, at 459 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge by the hour in Florida located?
Of the 852 fee-only advisors who charge by the hour in Florida, 53 are in Jacksonville, followed by 43 in Miami and 37 in Tampa.
How do fee-only advisors who charge by the hour in Florida charge?
The most common fee among fee-only advisors who charge by the hour in Florida is a percentage of assets, used by 93% of the 852 with fees on file. Many use more than one: 86% charge by the hour and 64% charge fixed fees.
How many fee-only advisors who charge by the hour in Florida hold the CFP?
39% of the 852 fee-only advisors who charge by the hour in Florida hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in Florida?
Fee-only financial advisors in Florida charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 48 Florida firms.
How much does a one-time financial plan cost in Florida?
A one-time financial plan from a fee-only firm in Florida has a median price of $2,500. We found this across the published prices of 43 Florida firms.
How does Wellspent decide who counts as fee-only advisors who charge by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Florida?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour in Florida?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 852 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jorge Soriano Financial and tax planning for young families and professionals focused on early retirement, with no age or asset minimums. | Financial Optimist LLC | Saint Petersburg | CFP, EA | Subscription, One-time planning fee |
| Alex Ammar Advice-only planning for people aiming to become financially independent and retire early within 10 years, with education built in. | Paradox Financial LLC | Montverde | CFP | One-time planning fee, Hourly |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Keith Hensley Clear, actionable plans for pre-retirees and retirees, offered through an ongoing flat-fee relationship or a one-time project. | Florida Financial Planning | Winter Garden | CFP | Subscription, One-time planning fee |
| Marcus Miller | Mainstay Capital LLC | Lakeland | CFP | Ongoing planning fee, Percentage of assets |
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Hourly, Ongoing planning fee |
| Chris Shoup | Southshore Financial Planning | Tampa | CFP | Flat fee or retainer, Ongoing planning fee |
| Jason Richmond | Pruitt Richmond Wealth Management | Estero | CFP | Percentage of assets, Ongoing planning fee |
| John West | Spraker West Wealth Management, Inc. | Winter Park | CFP, MBA | Percentage of assets, Hourly |
| Kevin Burkle Flat-fee, one-time early retirement plans for people who want to keep control of their investments, with ongoing software access. | HCP Wealth Planning, LLC | Jacksonville | CFP | One-time planning fee |
| Kyle Newell | Newell Wealth Management | Winter Garden | CFP, CRPC | Percentage of assets, One-time planning fee |
| Leo Lavezza | Financial Consulate, Inc. | Fernandina Beach | CFP, CPA, MBA, CIMA | Ongoing planning fee |
| Otto Rivera | Mindful Wealth LLC | St Louis | CFP, EA | Ongoing planning fee, Percentage of assets |
| R. Shea Newton | Financial Journey LLC | Pensacola | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| Alissa Maizes | Amplify My Wealth | Boca Raton | CFP, JD | Ongoing planning fee, One-time planning fee |
| Angela Wetzig | Sage Wealth Consulting, LLC | Sarasota | CFP | Percentage of assets |
| Demel Gonzalez | Heartwood Financial Services | Sanford | CFP | Percentage of assets, One-time planning fee |
| Desiree Kaul Tax preparation and financial planning that reflects each client's values, from a planner with years of counseling and teaching experience. | Kaul Financial Solutions | Satellite Beach | CFP, ChFC, EA | Subscription, One-time planning fee |
| DJ Hunt | Moisand Fitzgerald Tamayo, LLC | Jacksonville | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| Douglas Marcello | Core Wealth Management, Inc. | Jupiter | CFP | Flat fee or retainer, Hourly |
| Elizabeth Barrett | Sterling Wealth Advisors® | Plantation | CFP, CKA, MA | Percentage of assets, Ongoing planning fee |
| John Krehbiel | Krehbiel Financial LLC | Satellite Beach | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Joshua Duncan | F5 Financial | Venice | CFP, MS, PhD | Percentage of assets, Ongoing planning fee |
| Marty O'Leary | Stadium Financial LLC | Orlando | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Matthew Ferrell | MADE Financial Design | Land O Lakes | CFP | Percentage of assets, Ongoing planning fee |
| Steven Clark | Clark Financial Planning Services LLC | Coconut Creek | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| William Arnold | AVID Planning | Saint Petersburg | CFP | Flat fee or retainer |
| Amy Riddell | AFT Financial Planning | Tampa | CFA, CFP | Hourly, One-time planning fee |
| Andrew Trammell | Trammell Wealth LLC | Wellington | CFP, EA, MSFP, RICP | Percentage of assets, Ongoing planning fee |
| Daniel Kopp | Wise Stewardship Financial Planning | Lakewood Ranch | CFP, MSFP | Ongoing planning fee |
| Holly Donaldson Plain-language, step-by-step planning for DIY investors across the U.S., with a focus on the psychology of money. | Holly Donaldson Financial Planning, LLC | Gainesville | AAMS, CFP, MA, MBA | One-time planning fee, Hourly |
| James Estep Iii | Everest Financial Advisors | Cooper City | CFP | Percentage of assets, Hourly |
| Leo Nunez | Everest Financial Advisors | Cooper City | CFP | Percentage of assets, Hourly |
| Maria Castillo Dominguez | Valoria Wealth Management | Cooper City | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Mike Noce | Olsen Family Financial, LLC | Saint Petersburg | CFP, ChFC | Flat fee or retainer, Hourly |
| Rebecca Noss | Healthy Wealth | Niceville | CFP, ChFC | Hourly, Ongoing planning fee |
| Allen Osgood, Jr. | Financial Freedom, LLC | Sarasota | CFP | Hourly, Ongoing planning fee |
| Erin O'Brien | Purposeful Money LLC | Naples | CFP, EA | Percentage of assets, Ongoing planning fee |
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Greg Hurley | Hurley Wealth Management Group | Oakland | CFP, MBA | One-time planning fee |
| Audrey Jones | Financial Life Designs LLC | Lake Mary | CFP | Percentage of assets, One-time planning fee |
| Brian O'Neill | Winged Wealth Management and Financial Planning LLC | Niceville | CFP, EA | Ongoing planning fee, Hourly |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Chris Daunhauer | TrustWell Financial Advisors | Jacksonville | BA, CFP, M.Ed., MBA | Percentage of assets, Flat fee or retainer |
| Inga Timmerman | Attainable Wealth | Jacksonville | CFP, PhD | Flat fee or retainer, Hourly |
| Joshua Davis | Davis Private Wealth, LLC | Royal Palm Beach | CFP, MBA | Percentage of assets, Hourly |
| Steven Bové | Lebrigh Life Planners, LLC | Oldsmar | CFA, CFP, MSFS | Ongoing planning fee |
| Deana Brown | Contemporary Financial Planning | Jacksonville | CFP, CDFA | Ongoing planning fee |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Barrovecchio | Christian Financial Advisors® | Odessa | CFP | Percentage of assets |
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