# Virtual financial advisors in Florida > In Florida, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Maria Castillo Dominguez of Valoria Wealth Management and David Jacoby of Remote Financial Planner. Page: https://find.wellspent.co/by/virtual-financial-advisors/florida/ 89 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who work with clients virtually in Florida? In Florida, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Maria Castillo Dominguez of Valoria Wealth Management and David Jacoby of Remote Financial Planner. ## How many fee-only advisors who work with clients virtually in Florida are there? The Wellspent public graph lists 89 fee-only advisors who work with clients virtually in Florida, at 64 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in Florida located? Of the 89 fee-only advisors who work with clients virtually in Florida, 9 are in Vero Beach, followed by 6 in The Villages and 4 in Boca Raton. ## How do fee-only advisors who work with clients virtually in Florida charge? The most common fee among fee-only advisors who work with clients virtually in Florida is a percentage of assets, used by 71% of the 89 with fees on file. Many use more than one: 34% charge an ongoing planning fee and 29% charge by the hour. ## How many fee-only advisors who work with clients virtually in Florida hold the CFP? 55% of the 89 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in Florida? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jorge Soriano](https://find.wellspent.co/advisors/jorge-soriano.md) | Financial Optimist LLC | Saint Petersburg, Florida | CFP, EA | Subscription, One-time planning fee, Hourly | | [Cassandra Smalley](https://find.wellspent.co/advisors/cassandra-smalley.md) | Cassandra Smalley Wealth Management | Seminole, Florida | CFP, CFA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Hunter Kelly](https://find.wellspent.co/advisors/hunter-kelly.md) | Palm Valley Wealth Management | Saint Augustine, Florida | CFP | Percentage of assets | | [Keith Hensley](https://find.wellspent.co/advisors/keith-hensley.md) | Florida Financial Planning | Winter Garden, Florida | CFP | Subscription, One-time planning fee, Hourly | | [Marcus Miller](https://find.wellspent.co/advisors/marcus-miller.md) | Mainstay Capital LLC | Lakeland, Florida | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Alonso Rodriguez Segarra](https://find.wellspent.co/advisors/alonso-rodriguez-segarra.md) | Advise Financial | Boca Raton, Florida | CFP | Hourly, Ongoing planning fee | | [Chris Shoup](https://find.wellspent.co/advisors/chris-shoup.md) | Southshore Financial Planning | Tampa, Florida | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Jason Richmond](https://find.wellspent.co/advisors/jason-richmond.md) | Pruitt Richmond Wealth Management | Estero, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jordan Drinkhouse](https://find.wellspent.co/advisors/jordan-drinkhouse.md) | Glow Financial Planning LLC | Spring Hill, Florida | CFP | Flat fee or retainer, Ongoing planning fee | | [Kyle Newell](https://find.wellspent.co/advisors/kyle-newell.md) | Newell Wealth Management | Winter Garden, Florida | CFP, CRPC | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Alissa Maizes](https://find.wellspent.co/advisors/alissa-maizes.md) | Amplify My Wealth | Boca Raton, Florida | CFP, JD | Ongoing planning fee, One-time planning fee | | [Desiree Kaul](https://find.wellspent.co/advisors/desiree-kaul.md) | Kaul Financial Solutions | Satellite Beach, Florida | CFP, ChFC, EA | Subscription, One-time planning fee, Hourly | | [DJ Hunt](https://find.wellspent.co/advisors/dj-hunt.md) | Moisand Fitzgerald Tamayo, LLC | Jacksonville, Florida | CFP, CPA, EA | Percentage of assets, Ongoing planning fee | | [Jake Skelhorn](https://find.wellspent.co/advisors/jake-skelhorn.md) | Spark Wealth Advisors | Jacksonville, Florida | CFP | Percentage of assets, Flat fee or retainer | | [C Garrett Moore](https://find.wellspent.co/advisors/c-garrett-moore.md) | C Garrett Moore, CFP® | Bradenton, Florida | CFP, ChFC | Percentage of assets, Fixed fees | | [Daniel Kopp](https://find.wellspent.co/advisors/daniel-kopp.md) | Wise Stewardship Financial Planning | Lakewood Ranch, Florida | CFP, MSFP | Ongoing planning fee | | [Garrett Moore](https://find.wellspent.co/advisors/garrett-moore.md) | Moore Financial Management, Inc. | Bradenton, Florida | CFP, ChFC | Percentage of assets, Fixed fees | | [Holly Donaldson](https://find.wellspent.co/advisors/holly-donaldson.md) | Holly Donaldson Financial Planning, LLC | Gainesville, Florida | AAMS, CFP, MA, MBA | One-time planning fee, Hourly | | [Maria Castillo Dominguez](https://find.wellspent.co/advisors/maria-castillo-dominguez.md) | Valoria Wealth Management | Cooper City, Florida | CFP, EA | Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee | | [Mike Noce](https://find.wellspent.co/advisors/mike-noce.md) | Olsen Family Financial, LLC | Saint Petersburg, Florida | CFP, ChFC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Erin O'Brien](https://find.wellspent.co/advisors/erin-obrien.md) | Purposeful Money LLC | Naples, Florida | CFP, EA | Percentage of assets, Ongoing planning fee | | [Trishul Patel](https://find.wellspent.co/advisors/trishul-patel.md) | Investing Forever Advisory | West Palm Beach, Florida | BS, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Inga Timmerman](https://find.wellspent.co/advisors/inga-timmerman.md) | Attainable Wealth | Jacksonville, Florida | CFP, PhD | Flat fee or retainer, Hourly, One-time planning fee | | [Jacob Bartel](https://find.wellspent.co/advisors/jacob-bartel.md) | Birchcreek Wealth Management | Jacksonville, Florida | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Matthew Barrovecchio](https://find.wellspent.co/advisors/matthew-barrovecchio.md) | Christian Financial Advisors® | Odessa, Florida | CFP | Percentage of assets | | [Nicholas Chiricosta](https://find.wellspent.co/advisors/nicholas-chiricosta.md) | Utopia Wealth Management | Coconut Creek, Florida | CFP | Percentage of assets, Hourly | | [Nicholas Maratta](https://find.wellspent.co/advisors/nicholas-maratta.md) | Occidental Asset Management | Winter Springs, Florida | CFP | Ongoing planning fee | | [Christopher Dale](https://find.wellspent.co/advisors/christopher-dale.md) | Life After Grief, LLC | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Drew Prescott](https://find.wellspent.co/advisors/drew-prescott.md) | Ocean Breeze LLC | Winter Garden, Florida | CFP | One-time planning fee | | [Maria Erickson](https://find.wellspent.co/advisors/maria-erickson.md) | Freedom Financial & Business Planning | Saint Petersburg, Florida | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Harlan Freeman](https://find.wellspent.co/advisors/harlan-freeman.md) | BrightPath Financial | Deerfield Beach, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Ivan Mendoza](https://find.wellspent.co/advisors/ivan-mendoza.md) | Mendoza Private Wealth | North Miami, Florida | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees | | [Pamela Bergeson](https://find.wellspent.co/advisors/pamela-bergeson.md) | Tailwind Financial Planning | Madeira Beach, Florida | CFP | Ongoing planning fee, One-time planning fee | | [David Jacoby](https://find.wellspent.co/advisors/david-jacoby.md) | Remote Financial Planner | Palm Beach Gardens, Florida | CFP, CFA | Ongoing planning fee | | [Jose Martin](https://find.wellspent.co/advisors/jose-martin.md) | LifeCraft Wealth | Sunrise, Florida | CFP | Percentage of assets | | [Alexandra Demosthenes](https://find.wellspent.co/advisors/alexandra-demosthenes.md) | Boca Wealth Advisors | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [Andrew Hicks](https://find.wellspent.co/advisors/andrew-hicks.md) | Occidental Asset Management | Altamonte Springs, Florida | | Ongoing planning fee | | [Arthur Canter](https://find.wellspent.co/advisors/arthur-canter.md) | Boca Wealth Advisors | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [Cheri Franklin](https://find.wellspent.co/advisors/cheri-franklin.md) | Clarity Capital Advisors | Lakewood Ranch, Florida | CFP | Flat fee or retainer, Ongoing planning fee | | [Christoper Steele](https://find.wellspent.co/advisors/christoper-steele.md) | Professional Advisory Services | Vero Beach, Florida | CFP | Percentage of assets | | [Elaine King Fuentes](https://find.wellspent.co/advisors/elaine-king-fuentes.md) | Family and Money Matters | Coral Gables, Florida | CFP | Ongoing planning fee | | [Federico Londono Castillo](https://find.wellspent.co/advisors/federico-londono-castillo.md) | Occidental Asset Management | Altamonte Springs, Florida | | Ongoing planning fee | | [Jacob Carris](https://find.wellspent.co/advisors/jacob-carris.md) | Jake Carris Financial Planning | Orlando, Florida | CFP, CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [James Eppes](https://find.wellspent.co/advisors/james-eppes.md) | Eppes Wealth Management | Satellite Beach, Florida | CFP | One-time planning fee, Flat fee or retainer | | [Jay Franklin](https://find.wellspent.co/advisors/jay-franklin.md) | Clarity Capital Advisors | Lakewood Ranch, Florida | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Jeremy Goldberg](https://find.wellspent.co/advisors/jeremy-goldberg.md) | Professional Advisory Services | Vero Beach, Florida | CFP, CFA | Percentage of assets | | [Kelly Meinders](https://find.wellspent.co/advisors/kelly-meinders.md) | Professional Advisory Services | Vero Beach, Florida | CFP | Percentage of assets | | [Marisol Andreoni](https://find.wellspent.co/advisors/marisol-andreoni.md) | Utopia Wealth Management | Coconut Creek, Florida | | Percentage of assets, Hourly | | [Jonathan Davis](https://find.wellspent.co/advisors/jonathan-davis.md) | One Day Wealth Management | Ocala, Florida | CFP, ChFC, CFA | Percentage of assets | | [Chad Kunc](https://find.wellspent.co/advisors/chad-kunc.md) | CPK Wealth Management | Fort Myers, Florida | | Percentage of assets | Showing the first 50 of 89. The full list, page by page: https://find.wellspent.co/by/virtual-financial-advisors/florida/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).