Virtual financial advisors in Florida
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.
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.
- Maria Castillo Dominguez Valoria Wealth Management, Cooper City Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- David Jacoby Remote Financial Planner, Palm Beach Gardens Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Jay Franklin Clarity Capital Advisors, Lakewood Ranch Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jacob Carris Jake Carris Financial Planning, Orlando Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Jonathan Davis One Day Wealth Management, Ocala Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 89
- Firms
- 64
- Cities
- 48
- Hold the CFP
- 55%
- Other credentials: CFA 10% · CPA 1% · EA 6%
- How they charge (of 89 with fees on file): percentage of assets 71% · ongoing planning fee 34% · hourly 29% · one-time planning fee 24%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 89 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 |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Hunter Kelly | Palm Valley Wealth Management | Saint Augustine | CFP | Percentage of assets |
| 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 |
| Jordan Drinkhouse | Glow Financial Planning LLC | Spring Hill | CFP | Flat fee or retainer, Ongoing planning fee |
| Kyle Newell | Newell Wealth Management | Winter Garden | CFP, CRPC | Percentage of assets, One-time planning fee |
| Alissa Maizes | Amplify My Wealth | Boca Raton | CFP, JD | Ongoing planning fee, 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 |
| Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees | Spark Wealth Advisors | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| C Garrett Moore | C Garrett Moore, CFP® | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| Daniel Kopp | Wise Stewardship Financial Planning | Lakewood Ranch | CFP, MSFP | Ongoing planning fee |
| Garrett Moore | Moore Financial Management, Inc. | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Erin O'Brien | Purposeful Money LLC | Naples | CFP, EA | Percentage of assets, Ongoing planning fee |
| Trishul Patel | Investing Forever Advisory | West Palm Beach | BS, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Inga Timmerman | Attainable Wealth | Jacksonville | CFP, PhD | Flat fee or retainer, Hourly |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Barrovecchio | Christian Financial Advisors® | Odessa | CFP | Percentage of assets |
| Nicholas Chiricosta | Utopia Wealth Management | Coconut Creek | CFP | Percentage of assets, Hourly |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Christopher Dale | Life After Grief, LLC | Orlando | CFP | Percentage of assets, Hourly |
| Drew Prescott | Ocean Breeze LLC | Winter Garden | CFP | One-time planning fee |
| Maria Erickson | Freedom Financial & Business Planning | Saint Petersburg | CFP | Hourly, Flat fee or retainer |
| Harlan Freeman | BrightPath Financial | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Pamela Bergeson | Tailwind Financial Planning | Madeira Beach | CFP | Ongoing planning fee, One-time planning fee |
| David Jacoby | Remote Financial Planner | Palm Beach Gardens | CFP, CFA | Ongoing planning fee |
| Jose Martin | LifeCraft Wealth | Sunrise | CFP | Percentage of assets |
| Alexandra Demosthenes | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Arthur Canter | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Cheri Franklin | Clarity Capital Advisors | Lakewood Ranch | CFP | Flat fee or retainer, Ongoing planning fee |
| Christoper Steele | Professional Advisory Services | Vero Beach | CFP | Percentage of assets |
| Elaine King Fuentes | Family and Money Matters | Coral Gables | CFP | Ongoing planning fee |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Jacob Carris | Jake Carris Financial Planning | Orlando | CFP, CFA | Percentage of assets, Flat fee or retainer |
| James Eppes | Eppes Wealth Management | Satellite Beach | CFP | One-time planning fee, Flat fee or retainer |
| Jay Franklin | Clarity Capital Advisors | Lakewood Ranch | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Jeremy Goldberg | Professional Advisory Services | Vero Beach | CFP, CFA | Percentage of assets |
| Kelly Meinders | Professional Advisory Services | Vero Beach | CFP | Percentage of assets |
| Marisol Andreoni | Utopia Wealth Management | Coconut Creek | Not listed | Percentage of assets, Hourly |
| Jonathan Davis | One Day Wealth Management | Ocala | CFP, ChFC, CFA | Percentage of assets |
| Chad Kunc | CPK Wealth Management | Fort Myers | Not listed | Percentage of assets |
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