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Wellspent public graph/Locations/United States/Florida
United States

Fee-only advisors in Florida

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

What fee-only financial advisors charge in Florida

By the numbers

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.

Advisors listed
1,384
Firms
735
Cities
194
Hold the CFP
36%
  • Other credentials: CFA 8% · CPA 1% · EA 1%
  • How they charge (of 1377 with fees on file): percentage of assets 94% · fixed fees 58% · hourly 53% · performance-based fees 8%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Florida (1,384)

Fee-only advisors serving Florida: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Alex Ammar Advice-only planning for people aiming to become financially independent and retire early within 10 years, with education built in. Paradox Financial LLC Montverde CFP One-time planning fee, Hourly
Brian Sirota FirsTrust Daytona Beach CFP, ChFC, MBA, CFA Percentage of assets
Cassandra Smalley Cassandra Smalley Wealth Management Seminole CFP, CFA Percentage of assets, Ongoing planning fee
Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally WELLth Financial Planning Palm Beach Gardens CFP, CFA Flat fee or retainer
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
Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. Water Street Wealth Management Tampa CFP Percentage of assets
John West Spraker West Wealth Management, Inc. Winter Park CFP, MBA Percentage of assets, Hourly
Jordan Drinkhouse Glow Financial Planning LLC Spring Hill CFP Flat fee or retainer, Ongoing planning fee
Kevin Burkle Flat-fee, one-time early retirement plans for people who want to keep control of their investments, with ongoing software access. HCP Wealth Planning, LLC Jacksonville CFP One-time planning fee
Kyle Newell Newell Wealth Management Winter Garden CFP, CRPC Percentage of assets, One-time planning fee
Leo Lavezza Financial Consulate, Inc. Fernandina Beach CFP, CPA, MBA, CIMA Ongoing planning fee
Otto Rivera Mindful Wealth LLC St Louis CFP, EA Ongoing planning fee, Percentage of assets
R. Shea Newton Financial Journey LLC Pensacola CFP, EA, RICP One-time planning fee, Percentage of assets
Alissa Maizes Amplify My Wealth Boca Raton CFP, JD Ongoing planning fee, One-time planning fee
Angela Wetzig Sage Wealth Consulting, LLC Sarasota CFP Percentage of assets
Demel Gonzalez Heartwood Financial Services Sanford CFP Percentage of assets, 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
Douglas Marcello Core Wealth Management, Inc. Jupiter CFP Flat fee or retainer, Hourly
Edward B. Aufman Aufman Associates Inc. Longboat Key BS, CFP Percentage of assets, Fixed fees
Elizabeth Barrett Sterling Wealth Advisors® Plantation CFP, CKA, MA 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
Jeffrey McDermott Create Wealth Financial Planning, LLC Jacksonville Certified Student Loan Professional, CFP, MBA Percentage of assets, Ongoing planning fee
John Krehbiel Krehbiel Financial LLC Satellite Beach CFP, MBA Ongoing planning fee, One-time planning fee
Joshua Duncan F5 Financial Venice CFP, MS, PhD Percentage of assets, Ongoing planning fee
Marty O'Leary Stadium Financial LLC Orlando CFP, ChFC Percentage of assets, Ongoing planning fee
Matthew Ferrell MADE Financial Design Land O Lakes CFP Percentage of assets, Ongoing planning fee
Sean Gerlin Envision Financial Services & Asset Management Maitland CFP, ChFC, CPWA, CLU Percentage of assets, Fixed fees
Steven Clark Clark Financial Planning Services LLC Coconut Creek CFP, EA, RICP Flat fee or retainer, Ongoing planning fee
William Arnold AVID Planning Saint Petersburg CFP Flat fee or retainer
Amy Riddell AFT Financial Planning Tampa CFA, CFP Hourly, One-time planning fee
Andrew Trammell Trammell Wealth LLC Wellington CFP, EA, MSFP, RICP Percentage of assets, Ongoing planning fee
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
Deb Meyer WorthyNest LLC Punta Gorda CFP, CPA Percentage of assets, Fixed fees
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
James Estep Iii Everest Financial Advisors Cooper City CFP Percentage of assets, Hourly
Leo Nunez Everest Financial Advisors Cooper City CFP Percentage of assets, 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
Rebecca Noss Healthy Wealth Niceville CFP, ChFC Hourly, Ongoing planning fee
Allen Osgood, Jr. Financial Freedom, LLC Sarasota CFP Hourly, Ongoing planning fee
Erin O'Brien Purposeful Money LLC Naples CFP, EA Percentage of assets, Ongoing planning fee

Firms headquartered in Florida (570)

All 570 firms in Florida