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One-time financial plans in Florida

All 75 advisors

One-time financial plans in Florida: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
James Eppes Eppes Wealth Management Satellite Beach CFP One-time planning fee, Flat fee or retainer
Matthew Dellovo BFA Wealth Management Delray Beach Not listed Percentage of assets, Flat fee or retainer
Tyler Chacon Chacon Diaz & Di Virgilio Wealth Management Gainesville CFP Percentage of assets, One-time planning fee
Diane Macphee Comprehensive Money Management Services Coral Gables CFP One-time planning fee
Henry Gibson-Garcia G4 Financial Planning Orlando CFP One-time planning fee
Paul Bush Steadfast Financial Services Green Cove Springs Not listed Percentage of assets, Ongoing planning fee
William Neubauer Comprehensive Money Management Services Coral Gables CFP One-time planning fee
David Cust Means Wealth Management Sarasota Not listed Percentage of assets, Flat fee or retainer
Kathleen Campbell Campbell Financial Partners Fort Myers Not listed Percentage of assets, One-time planning fee
Paul Means Means Wealth Management Venice Not listed Percentage of assets, Flat fee or retainer
David Lewinter Lewinter Wealth Advisors Boynton Beach ChFC Percentage of assets, One-time planning fee
Joshua Krafchick 369 Financial Jacksonville Not listed One-time planning fee
Kendal Fordham Privileged Planning Green Cove Springs Not listed Percentage of assets, Flat fee or retainer
Brian Flanagan Tim Looney Investments Longwood Not listed Ongoing planning fee, One-time planning fee
Guillermo Diaz Chacon Diaz & Di Virgilio Wealth Management Gainesville Not listed Percentage of assets, One-time planning fee
James Divirgilio Chacon Diaz & Di Virgilio Wealth Management Gainesville Not listed Percentage of assets, One-time planning fee
John McCully Tim Looney Investments Longwood Not listed Ongoing planning fee, One-time planning fee
Lisa Chacon Chacon Diaz & Di Virgilio Wealth Management Gainesville Not listed Percentage of assets, One-time planning fee
Timothy Morris Zenith Wealth Management Orlando Not listed Percentage of assets, Hourly
Benjamin Lewinter Lewinter Wealth Advisors Boynton Beach Not listed Percentage of assets, One-time planning fee
David Roberts Plan For Your Goals Gulf Breeze Not listed One-time planning fee, Ongoing planning fee
Maria Goretti Garcia New Era Advisory Orlando Not listed One-time planning fee, Ongoing planning fee
Ricardo Donalexis Insight Family Financial Sarasota Not listed One-time planning fee, Ongoing planning fee
Adam Hruby InTrust Advisors Tampa Not listed Flat fee or retainer, Hourly
Jeffrey Diercks InTrust Advisors Tampa Not listed Flat fee or retainer, Hourly