| Pedro Gomez | Brickell Financial Group | Miami | CFP | Percentage of assets, Hourly |
| Seann Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | 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 DaMour | Davis Capital Management | Jacksonville | Not listed | 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 |
| Troy Davis | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Vincent Otterbein | Colorado Capital Management | Sarasota | CFP | Percentage of assets |
| William Neubauer | Comprehensive Money Management Services | Coral Gables | CFP | One-time planning fee |
| Alberto Crespo | Crespo Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| 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 |
| Arthur McKee | McKee Investment Planning | Clermont | CFP | Percentage of assets, Hourly |
| Becky Farrant | Pacific Global Investment Management Company | Ocoee | CFP | Percentage of assets, Hourly |
| Carlo Magno Santos-Ocampo | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Caroline Petty | Uprise | Tampa | CFP | Hourly, Fixed fees |
| Chad Kunc | CPK Wealth Management | Fort Myers | Not listed | Percentage of assets |
| Charles Poe | Grand Central Investment Group | Tampa | CFA | Percentage of assets, Hourly |
| Christopher Nalley | CS Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| 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 |
| Diane Huntley | Forza Wealth Management | Sarasota | CFA | Percentage of assets, Hourly |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Dustin Rinaldi | Rinaldi Wealth Management | Bonita Springs | CFP | Percentage of assets, Hourly |
| Dustin Terry | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| Ethan Caldarelli | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Frank Mercer | Southeast Asset Advisors | Tallahassee | CFP | Percentage of assets, Hourly |
| Gary Steer | OxenFree Financial | Melbourne | CFP | Percentage of assets |
| Gerald Skalsky | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Harley Evans | Successful Portfolios | Clearwater | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Kathleen Campbell | Campbell Financial Partners | Fort Myers | Not listed | Percentage of assets, One-time planning fee |
| Kilburn Sherman | Maclendon Wealth Management | Jensen Beach | PFS | Percentage of assets, Hourly |
| Marshall Gilman | Onyx Bridge Wealth Group | Port St. Lucie | ChFC | Percentage of assets, Hourly |
| Michael Scott | CORE Wealth Advisors | Lakeland | CFA | Percentage of assets, Hourly |
| Nicholas Carman | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Paul Babij | Sundial Wealth | Delray Beach | 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 |