# Fee-only financial advisors in Florida, United States

> Fee-only advisors in Jacksonville, Miami and Tampa, plus 181 other cities.

The Wellspent public graph lists 1,384 fee-only financial advisors serving Florida at 735 firms, most in Jacksonville, Miami and Tampa. 36% hold the CFP certification. Of the 1377 with fees on file, 94% charge percentage of assets.

Page: https://find.wellspent.co/locations/us/florida/
1384 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## 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 |
| [Alex Ammar](https://find.wellspent.co/advisors/alex-ammar.md) | Paradox Financial LLC | Montverde, Florida | CFP | One-time planning fee, Hourly |
| [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets |
| [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 |
| [Chris Diodato](https://find.wellspent.co/advisors/chris-diodato.md) | WELLth Financial Planning | Palm Beach Gardens, Florida | CFP, CFA | Flat fee or retainer |
| [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 |
| [Jeffrey Schlotterbeck](https://find.wellspent.co/advisors/jeffrey-schlotterbeck.md) | Water Street Wealth Management | Tampa, Florida | CFP | Percentage of assets |
| [John West](https://find.wellspent.co/advisors/john-west.md) | Spraker West Wealth Management, Inc. | Winter Park, Florida | CFP, MBA | Percentage of assets, Hourly, 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 |
| [Kevin Burkle](https://find.wellspent.co/advisors/kevin-burkle.md) | HCP Wealth Planning, LLC | Jacksonville, Florida | CFP | One-time 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 |
| [Leo Lavezza](https://find.wellspent.co/advisors/leo-lavezza.md) | Financial Consulate, Inc. | Fernandina Beach, Florida | CFP, CPA, MBA, CIMA | Ongoing planning fee |
| [Otto Rivera](https://find.wellspent.co/advisors/otto-rivera.md) | Mindful Wealth LLC | St Louis, Florida | CFP, EA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [R. Shea Newton](https://find.wellspent.co/advisors/r-shea-newton.md) | Financial Journey LLC | Pensacola, Florida | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| [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 |
| [Angela Wetzig](https://find.wellspent.co/advisors/angela-wetzig.md) | Sage Wealth Consulting, LLC | Sarasota, Florida | CFP | Percentage of assets |
| [Demel Gonzalez](https://find.wellspent.co/advisors/demel-gonzalez.md) | Heartwood Financial Services | Sanford, Florida | CFP | Percentage of assets, 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 |
| [Douglas Marcello](https://find.wellspent.co/advisors/douglas-marcello.md) | Core Wealth Management, Inc. | Jupiter, Florida | CFP | Flat fee or retainer, Hourly, Percentage of assets |
| [Edward B. Aufman](https://find.wellspent.co/advisors/edward-b-aufman.md) | Aufman Associates Inc. | Longboat Key, Florida | BS, CFP | Percentage of assets, Fixed fees |
| [Elizabeth Barrett](https://find.wellspent.co/advisors/elizabeth-barrett.md) | Sterling Wealth Advisors® | Plantation, Florida | CFP, CKA, MA | 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 |
| [Jeffrey McDermott](https://find.wellspent.co/advisors/jeffrey-mcdermott.md) | Create Wealth Financial Planning, LLC | Jacksonville, Florida | Certified Student Loan Professional, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [John Krehbiel](https://find.wellspent.co/advisors/john-krehbiel.md) | Krehbiel Financial LLC | Satellite Beach, Florida | CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Joshua Duncan](https://find.wellspent.co/advisors/joshua-duncan.md) | F5 Financial | Venice, Florida | CFP, MS, PhD | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Marty O'Leary](https://find.wellspent.co/advisors/marty-oleary.md) | Stadium Financial LLC | Orlando, Florida | CFP, ChFC | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Matthew Ferrell](https://find.wellspent.co/advisors/matthew-ferrell.md) | MADE Financial Design | Land O Lakes, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Sean Gerlin](https://find.wellspent.co/advisors/sean-gerlin.md) | Envision Financial Services & Asset Management | Maitland, Florida | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| [Steven Clark](https://find.wellspent.co/advisors/steven-clark.md) | Clark Financial Planning Services LLC | Coconut Creek, Florida | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| [William Arnold](https://find.wellspent.co/advisors/william-arnold.md) | AVID Planning | Saint Petersburg, Florida | CFP | Flat fee or retainer |
| [Amy Riddell](https://find.wellspent.co/advisors/amy-riddell.md) | AFT Financial Planning | Tampa, Florida | CFA, CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Andrew Trammell](https://find.wellspent.co/advisors/andrew-trammell.md) | Trammell Wealth LLC | Wellington, Florida | CFP, EA, MSFP, RICP | Percentage of assets, Ongoing planning fee |
| [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 |
| [Deb Meyer](https://find.wellspent.co/advisors/deb-meyer.md) | WorthyNest LLC | Punta Gorda, Florida | CFP, CPA | Percentage of assets, Fixed fees |
| [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 |
| [James Estep Iii](https://find.wellspent.co/advisors/james-estep-iii.md) | Everest Financial Advisors | Cooper City, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Leo Nunez](https://find.wellspent.co/advisors/leo-nunez.md) | Everest Financial Advisors | Cooper City, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Rebecca Noss](https://find.wellspent.co/advisors/rebecca-noss.md) | Healthy Wealth | Niceville, Florida | CFP, ChFC | Hourly, Ongoing planning fee, One-time planning fee |
| [Allen Osgood, Jr.](https://find.wellspent.co/advisors/allen-osgood-jr.md) | Financial Freedom, LLC | Sarasota, Florida | CFP | Hourly, Ongoing planning fee |
| [Erin O'Brien](https://find.wellspent.co/advisors/erin-obrien.md) | Purposeful Money LLC | Naples, Florida | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Filip Telibasa](https://find.wellspent.co/advisors/filip-telibasa.md) | Benzina Wealth | Sarasota, Florida | CFP | Flat fee or retainer, Ongoing planning fee |
| [Franklin Gay](https://find.wellspent.co/advisors/franklin-gay.md) | Tobias Financial Advisors | Plantation, Florida | CFP, EA, MBA, CFA, CPA/PFS, CTS | Percentage of assets, Hourly, Fixed fees |
| [Greg Hurley](https://find.wellspent.co/advisors/greg-hurley.md) | Hurley Wealth Management Group | Oakland, Florida | CFP, MBA | One-time 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 |
| [Audrey Jones](https://find.wellspent.co/advisors/audrey-jones.md) | Financial Life Designs LLC | Lake Mary, Florida | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer, Hourly |
| [Brian O'Neill](https://find.wellspent.co/advisors/brian-oneill.md) | Winged Wealth Management and Financial Planning LLC | Niceville, Florida | CFP, EA | Ongoing planning fee, Hourly, One-time planning fee |
| [Cayden McLaughlin](https://find.wellspent.co/advisors/cayden-mclaughlin.md) | WealthAdvisor365 | Fort Lauderdale, Florida | CFP | One-time planning fee, Subscription, Flat fee or retainer, Percentage of assets |
| [Chris Daunhauer](https://find.wellspent.co/advisors/chris-daunhauer.md) | TrustWell Financial Advisors | Jacksonville, Florida | BA, CFP, M.Ed., MBA | Percentage of assets, Flat fee or retainer, Hourly, 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 |
| [Joshua Davis](https://find.wellspent.co/advisors/joshua-davis.md) | Davis Private Wealth, LLC | Royal Palm Beach, Florida | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Steven Bové](https://find.wellspent.co/advisors/steven-bove.md) | Lebrigh Life Planners, LLC | Oldsmar, Florida | CFA, CFP, MSFS | Ongoing planning fee |
| [Adam Gruber](https://find.wellspent.co/advisors/adam-gruber.md) | AMG Wealth Management | Land O Lakes, Florida | CFP | Percentage of assets, Ongoing planning fee |
| [Bennett Stein](https://find.wellspent.co/advisors/bennett-stein.md) | Stein Financial LLC | Miramar Beach, Florida | CFP, CPA | Percentage of assets |
| [Deana Brown](https://find.wellspent.co/advisors/deana-brown.md) | Contemporary Financial Planning | Jacksonville, Florida | CFP, CDFA | Ongoing 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 |
| [Jen Smith](https://find.wellspent.co/advisors/jen-smith.md) | Pink Streets Financial Planning | St. Petersburg, Florida | CFP | One-time planning fee |
| [Jordan Talbert](https://find.wellspent.co/advisors/jordan-talbert.md) | Creative Wealth Management | Punta Gorda, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Marisa Bradbury](https://find.wellspent.co/advisors/marisa-bradbury.md) | Sigma Investment Counselors | Lake Mary, Florida | CFP, CFA | Percentage of assets |
| [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 |
| [Stacy Miller](https://find.wellspent.co/advisors/stacy-miller.md) | BayView Financial Planning | Tampa, Florida | CeFT, CFP, MBA | Flat fee or retainer |
| [Tristan Jacobi](https://find.wellspent.co/advisors/tristan-jacobi.md) | Creative Wealth Management | Punta Gorda, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Adam Stoeckler](https://find.wellspent.co/advisors/adam-stoeckler.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Alexandra Forest](https://find.wellspent.co/advisors/alexandra-forest.md) | 44 North Capital | Palm Beach Gardens, Florida | CFP | Percentage of assets |
| [Beverly Whitman](https://find.wellspent.co/advisors/beverly-whitman.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Christopher Dale](https://find.wellspent.co/advisors/christopher-dale.md) | Life After Grief, LLC | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Bernstein](https://find.wellspent.co/advisors/david-bernstein.md) | Connecticut Cambridge Advisors | Coral Gables, Florida | BS, CFP | Ongoing planning fee |
| [Drew Prescott](https://find.wellspent.co/advisors/drew-prescott.md) | Ocean Breeze LLC | Winter Garden, Florida | CFP | One-time planning fee |
| [Frank Garcia](https://find.wellspent.co/advisors/frank-garcia.md) | Frankly Finances | Winter Park, Florida | CFP, CFA | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Jarett Busacca](https://find.wellspent.co/advisors/jarett-busacca.md) | Venture Wealth Solutions | Winter Park, Florida | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [John Murphy](https://find.wellspent.co/advisors/john-murphy.md) | Davis Capital Management | Jacksonville, Florida | CFP | Percentage of assets, Hourly |
| [Keith Amburgey](https://find.wellspent.co/advisors/keith-amburgey.md) | Rutherford Asset Planning | Tampa, Florida | CFP, CFA | Percentage of assets |
| [Luke Melms](https://find.wellspent.co/advisors/luke-melms.md) | Firm Foundation Family Wealth | Ft. Lauderdale, Florida | CFP | Percentage of assets |
| [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 |
| [Mark Whitman](https://find.wellspent.co/advisors/mark-whitman.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Matthew McGahey](https://find.wellspent.co/advisors/matthew-mcgahey.md) | Steadfast Financial Services | Altamonte Springs, Florida | CFP, ChFC | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Michael Macke](https://find.wellspent.co/advisors/michael-macke.md) | Wealth 73 | Jacksonville, Florida | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Robert Dignan](https://find.wellspent.co/advisors/robert-dignan.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Robin Snell](https://find.wellspent.co/advisors/robin-snell.md) | Nested Financial & Tax Planning | Palm Harbor, Florida | CFP, EA | Flat fee or retainer |
| [Ross Cutler](https://find.wellspent.co/advisors/ross-cutler.md) | King Tide Advisors | Stuart, Florida | CFP | Hourly, One-time planning fee, Percentage of assets |
| [Ryan Rocuant](https://find.wellspent.co/advisors/ryan-rocuant.md) | Mutual Trust Advisory Group | Estero, Florida | CFP | Percentage of assets, Flat fee or retainer |
| [Scott Schatzle](https://find.wellspent.co/advisors/scott-schatzle.md) | Mutual Trust Advisory Group | Estero, Florida | CFP | Percentage of assets, Flat fee or retainer |
| [Tom LeClaire](https://find.wellspent.co/advisors/tom-leclaire.md) | Caliber Wealth Advisory | Tampa, Florida | CFP | Percentage of assets, Fixed fees |
| [Troy Lerche](https://find.wellspent.co/advisors/troy-lerche.md) | Davis Capital Management | Jacksonville, Florida | CFP | Percentage of assets, Hourly |
| [Aaron Pierce](https://find.wellspent.co/advisors/aaron-pierce.md) | TrueVine Family Wealth | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Allison Beckham](https://find.wellspent.co/advisors/allison-beckham.md) | Beckham Financial | Miami, Florida | CFP | Percentage of assets, Flat fee or retainer |
| [Brett Lozowski](https://find.wellspent.co/advisors/brett-lozowski.md) | Life Planning Partners | Jacksonville, Florida | CFP | Ongoing planning fee |
| [Carol Dixon](https://find.wellspent.co/advisors/carol-dixon.md) | Your Planning Partner | Palm Beach Gardens, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carolyn McClanahan](https://find.wellspent.co/advisors/carolyn-mcclanahan.md) | Life Planning Partners | Jacksonville, Florida | CFP | Ongoing planning fee |
| [Dale Hershman](https://find.wellspent.co/advisors/dale-hershman.md) | Sick Advisory Services | Boca Raton, Florida |   | Subscription, One-time planning fee, Hourly |
| [Elizabeth McCollum](https://find.wellspent.co/advisors/elizabeth-mccollum.md) | Prosperity Financial Planning | Celebration, Florida | CFP | Flat fee or retainer, Ongoing planning fee |
| [Eric Felty](https://find.wellspent.co/advisors/eric-felty.md) | Equity Advisors of Kentucky | St Pete Beach, Florida | CFP | Percentage of assets |
| [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 |
| [James Belliston](https://find.wellspent.co/advisors/james-belliston.md) | Tanara Wealth Management | St. Augustine, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Moore](https://find.wellspent.co/advisors/james-moore-4165738.md) | Campbell Financial Partners | Bradenton, Florida | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Jeffery Albaneze](https://find.wellspent.co/advisors/jeffery-albaneze.md) | Atlantic Edge Wealth | Jacksonville, Florida | CFP | Percentage of assets |
| [John Dewitt](https://find.wellspent.co/advisors/john-dewitt.md) | Lakeshore Advisors | Fort Lauderdale, Florida | CFP | Percentage of assets |
| [Jordi Bakovic-Quiroga](https://find.wellspent.co/advisors/jordi-bakovic-quiroga.md) | TQM Wealth Partners | St. Augustine, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Katarzyna Marczyk](https://find.wellspent.co/advisors/katarzyna-marczyk.md) | Anchor Wealth Management Group | West Palm Beach, Florida | CFP | 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 |
| [Randy Kurtz](https://find.wellspent.co/advisors/randy-kurtz.md) | Upper Left Wealth Management | Tampa, Florida | CFP | Percentage of assets |
| [Stephen Sanders](https://find.wellspent.co/advisors/stephen-sanders.md) | Life Planning Partners | Jacksonville, Florida | CFP | Ongoing planning fee |
| [Thomas Gruber](https://find.wellspent.co/advisors/thomas-gruber.md) | AMG Wealth Management | Land O Lakes, Florida | PFS | Percentage of assets, Ongoing planning fee |
| [Adam Drake](https://find.wellspent.co/advisors/adam-drake.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFA | Percentage of assets, Fixed fees |
| [Adam Oerther](https://find.wellspent.co/advisors/adam-oerther.md) | B&C Financial Advisors | Ponte Vedra Beach, Florida | CFP | Percentage of assets |
| [Alek Wyatt](https://find.wellspent.co/advisors/alek-wyatt.md) | Gryphon Wealth | Jacksonville, Florida | CFP | Percentage of assets |
| [Allan Cohen](https://find.wellspent.co/advisors/allan-cohen.md) | B&C Financial Advisors | Ponte Vedra Beach, Florida | CFP | Percentage of assets |
| [Anna Wunderlich](https://find.wellspent.co/advisors/anna-wunderlich.md) | Camarda Wealth Advisory Group | Fleming Island, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ansley Nicholson](https://find.wellspent.co/advisors/ansley-nicholson.md) | B&C Financial Advisors | Ponte Vedra Beach, Florida | CFP | Percentage of assets |
| [Benjamin Hein](https://find.wellspent.co/advisors/benjamin-hein.md) | OAC Capital Advisors | Miami Beach, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Bethany Evans](https://find.wellspent.co/advisors/bethany-evans.md) | Blue Ocean Capital | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian Pope](https://find.wellspent.co/advisors/brian-pope.md) | Pope Wealth Management | Lakewood Ranch, Florida | CFP | Percentage of assets |
| [Brian Rezny](https://find.wellspent.co/advisors/brian-rezny.md) | Rezny Wealth Management | Fort Myers, Florida | CFP | Percentage of assets |
| [Charles Meeks](https://find.wellspent.co/advisors/charles-meeks.md) | Meeks Capital | Winter Park, Florida | CFP | Percentage of assets |
| [Charles Wood](https://find.wellspent.co/advisors/charles-wood.md) | Cardea Capital Advisors | Vero Beach, Florida | CFP | Percentage of assets, Fixed fees |
| [Colin Arnold](https://find.wellspent.co/advisors/colin-arnold.md) | Atticus Wealth Management | Palm Beach Gardens, Florida | CFP | Percentage of assets |
| [David Jacoby](https://find.wellspent.co/advisors/david-jacoby.md) | Remote Financial Planner | Palm Beach Gardens, Florida | CFP, CFA | Ongoing planning fee |
| [Genevieve George](https://find.wellspent.co/advisors/genevieve-george.md) | Pelican Financial Planning & Wealth | Jupiter, Florida | CFP | Percentage of assets, Fixed fees |
| [George Kiraly](https://find.wellspent.co/advisors/george-kiraly.md) | LodeStar | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Hillary Knotts](https://find.wellspent.co/advisors/hillary-knotts.md) | Blue Ocean Capital | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jamel Gordon](https://find.wellspent.co/advisors/jamel-gordon.md) | Rose Capital Advisors | Miami Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [James Johnson](https://find.wellspent.co/advisors/james-johnson.md) | Blue Ocean Capital | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jason Hyrne](https://find.wellspent.co/advisors/jason-hyrne.md) | Gryphon Wealth | Jacksonville, Florida | CFP | Percentage of assets |
| [Jeffrey Hoang](https://find.wellspent.co/advisors/jeffrey-hoang.md) | Paulson Wealth Management | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Cunningham](https://find.wellspent.co/advisors/john-cunningham-6543551.md) | Reality Financial Planning Services | Sarasota, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Bottaro](https://find.wellspent.co/advisors/jonathan-bottaro.md) | B&C Financial Advisors | Ponte Vedra Beach, Florida | CFP | Percentage of assets |
| [Jose Martin](https://find.wellspent.co/advisors/jose-martin.md) | LifeCraft Wealth | Sunrise, Florida | CFP | Percentage of assets |
| [Joseph Fernandez](https://find.wellspent.co/advisors/joseph-fernandez.md) | Invenio Wealth Partners | Coral Gables, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joseph Kirby](https://find.wellspent.co/advisors/joseph-kirby.md) | Gryphon Wealth | Jacksonville, Florida | CFP | Percentage of assets |
| [Joseph Smith](https://find.wellspent.co/advisors/joseph-smith-4824900.md) | StillBlue Financial Partners | Jacksonville, Florida | CFP | Percentage of assets, Hourly |
| [Ljubisa Vrcelj](https://find.wellspent.co/advisors/ljubisa-vrcelj.md) | Camarda Wealth Advisory Group | Fleming Island, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Manan Patel](https://find.wellspent.co/advisors/manan-patel.md) | Ample Wealth Partners | Saint Cloud, Florida | CFP | Percentage of assets, Fixed fees |
| [Marguerite Cook](https://find.wellspent.co/advisors/marguerite-cook.md) | Rothschild Capital Partners | Hollywood, Florida | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Matthew Michaels](https://find.wellspent.co/advisors/matthew-michaels.md) | Fidelis Capital | Tampa, Florida | CFP | Percentage of assets, Fixed fees |
| [Matthew Riggins](https://find.wellspent.co/advisors/matthew-riggins.md) | Mash Financial Planning | Jacksonville, Florida | CFP | Percentage of assets, One-time planning fee |
| [Melissa Montalvo](https://find.wellspent.co/advisors/melissa-montalvo.md) | Atticus Wealth Management | Palm Beach Gardens, Florida | CFP, ChFC | Percentage of assets |
| [Michael Stanton](https://find.wellspent.co/advisors/michael-stanton.md) | Alpine Private Wealth | Santa Rosa Beach, Florida | CFP | Percentage of assets |
| [Nicholas Gyeszat](https://find.wellspent.co/advisors/nicholas-gyeszat.md) | Reality Financial Planning Services | Sarasota, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Pierre-Emmanuel Jouve](https://find.wellspent.co/advisors/pierre-emmanuel-jouve.md) | InsuraWealth | Tampa, Florida | CFP | Percentage of assets, Ongoing planning fee |
| [Sean Guldi](https://find.wellspent.co/advisors/sean-guldi.md) | B&C Financial Advisors | Ponte Vedra Beach, Florida | CFP | Percentage of assets |
| [Stephan Zehner](https://find.wellspent.co/advisors/stephan-zehner.md) | Atticus Wealth Management | Palm Beach Gardens, Florida | CFP | Percentage of assets |
| [Tanner Merritt](https://find.wellspent.co/advisors/tanner-merritt.md) | Keen Capital | Jacksonville, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [William Losey](https://find.wellspent.co/advisors/william-losey.md) | Bill Losey Retirement Solutions | The Villages, Florida | CFP | Percentage of assets |
| [Abraham Amador-Lindner](https://find.wellspent.co/advisors/abraham-amador-lindner.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees |
| [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 |
| [Barbara Nooney](https://find.wellspent.co/advisors/barbara-nooney.md) | Flavin, Nooney & Person | Melbourne, Florida | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Greenman](https://find.wellspent.co/advisors/benjamin-greenman.md) | CORE Wealth Advisors | Lakeland, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Blair Shein](https://find.wellspent.co/advisors/blair-shein.md) | Compass Financial Group | Deerfield Beach, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Bradley Lacore](https://find.wellspent.co/advisors/bradley-lacore.md) | Cogent Private Wealth | Orlando, 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 |
| [Cheryl Deknatel](https://find.wellspent.co/advisors/cheryl-deknatel.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees |
| [Chris Parker](https://find.wellspent.co/advisors/chris-parker.md) | Parker Financial Planning | Bradenton, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Christoper Steele](https://find.wellspent.co/advisors/christoper-steele.md) | Professional Advisory Services | Vero Beach, Florida | CFP | Percentage of assets |
| [David Bennett](https://find.wellspent.co/advisors/david-bennett.md) | Unify Financial Advisors | Clearwater, Florida | CFP | Percentage of assets, Hourly |
| [Diana Kahn](https://find.wellspent.co/advisors/diana-kahn.md) | The Financial Pharmacist | Aventura, Florida | CFP | Flat fee or retainer |
| [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 |
| [Harold Carmean](https://find.wellspent.co/advisors/harold-carmean.md) | Creative Wealth Management | Punta Gorda, Florida |   | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Ivan Hernandez](https://find.wellspent.co/advisors/ivan-hernandez.md) | Omnia Family Wealth | Aventura, Florida | CFP | Percentage of assets, Fixed fees |
| [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 |
| [Jay Freeberg](https://find.wellspent.co/advisors/jay-freeberg.md) | Onyx Bridge Wealth Group | Boca Raton, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jay Shein](https://find.wellspent.co/advisors/jay-shein.md) | Compass Financial Group | Deerfield Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Kenneth Klegon](https://find.wellspent.co/advisors/kenneth-klegon.md) | William Mack & Associates | Punta Gorda, Florida | CFP | Percentage of assets, Ongoing planning fee |
| [Linda Smith](https://find.wellspent.co/advisors/linda-smith.md) | William Mack & Associates | Treasure Island, Florida | CFP | Percentage of assets, Ongoing planning fee |
| [Margaret Bilby](https://find.wellspent.co/advisors/margaret-bilby.md) | Gen² Advisors | Maitland, Florida | CFP | Percentage of assets, Fixed fees |
| [Mario Payne](https://find.wellspent.co/advisors/mario-payne.md) | TOAMS Financial | Jacksonville, Florida | CFP | Percentage of assets, Fixed fees |
| [Marisol Andreoni](https://find.wellspent.co/advisors/marisol-andreoni.md) | Utopia Wealth Management | Coconut Creek, Florida |   | Percentage of assets, Hourly |
| [Matthew Cochran](https://find.wellspent.co/advisors/matthew-cochran.md) | Atlantic Edge Wealth | Jacksonville, Florida | CFA | Percentage of assets |
| [Matthew Dellovo](https://find.wellspent.co/advisors/matthew-dellovo.md) | BFA Wealth Management | Delray Beach, Florida |   | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Matthew Treskovich](https://find.wellspent.co/advisors/matthew-treskovich.md) | Flavin, Nooney & Person | Melbourne, Florida | CFP, PFS, CFA | Percentage of assets, Hourly, Fixed fees |
| [Michael Demassa](https://find.wellspent.co/advisors/michael-demassa.md) | Forza Wealth Management | Sarasota, Florida | CFP, CFA | Percentage of assets, Hourly |
| [Michael Dixon](https://find.wellspent.co/advisors/michael-dixon.md) | Your Planning Partner | Palm Beach Gardens, Florida | PFS | Percentage of assets, Hourly, Fixed fees |
| [Michael Ehlenbeck](https://find.wellspent.co/advisors/michael-ehlenbeck.md) | CORE Wealth Advisors | Lakeland, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Wagner](https://find.wellspent.co/advisors/michael-wagner.md) | Omnia Family Wealth | Aventura, Florida | CFP | Percentage of assets, Fixed fees |
| [Nathan Dunham](https://find.wellspent.co/advisors/nathan-dunham.md) | CORE Wealth Advisors | Lakeland, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nelson Greene](https://find.wellspent.co/advisors/nelson-greene.md) | Highline Private Wealth | Jacksonville, Florida | CFP | Percentage of assets |
| [Nicholas Dawson](https://find.wellspent.co/advisors/nicholas-dawson.md) | New Perspective Wealth Management | St. Petersburg, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nicolaas Letschert](https://find.wellspent.co/advisors/nicolaas-letschert.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees |
| [Stephen Santangelo](https://find.wellspent.co/advisors/stephen-santangelo.md) | Matriarch Wealth Management | Miami, Florida | CFA | Percentage of assets, Hourly, Fixed fees |
| [Thomas Flavin](https://find.wellspent.co/advisors/thomas-flavin.md) | Flavin, Nooney & Person | Melbourne, Florida | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Timothy Videnka](https://find.wellspent.co/advisors/timothy-videnka.md) | Forza Wealth Management | Sarasota, Florida | CFP, CFA | Percentage of assets, Hourly |
| [Tyler Chacon](https://find.wellspent.co/advisors/tyler-chacon.md) | Chacon Diaz & Di Virgilio Wealth Management | Gainesville, Florida | CFP | Percentage of assets, One-time planning fee |

Showing the first 200 of 1384. The full list, page by page: https://find.wellspent.co/locations/us/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).