W Wellspent Public advisor graph
Get matched
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
Tyler Kiepke Holden Family Office North Palm Beach Not listed Percentage of assets, Hourly
William Sylvia Great Oak Capital Partners Plantation CFP Percentage of assets, Hourly
Adam Daniels Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
Alexia McCluskey Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Alon Ozer Omnia Family Wealth Aventura Not listed Percentage of assets, Fixed fees
Andrew Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Ashley Vann Cogent Private Wealth Orlando Not listed Percentage of assets, Fixed fees
Barrett Haus Haus Financial Solutions Orlando Not listed Percentage of assets, Hourly
Bernard Katz Wealth Effects Boynton Beach Not listed Percentage of assets
Bertrand Roberge FIA Services Navarre PFS Percentage of assets
Brian Flanagan Tim Looney Investments Longwood Not listed Ongoing planning fee, One-time planning fee
Brynn Albers Northbridge Financial Group Tampa Not listed Percentage of assets, Hourly
Carol Bieber Professional Advisory Services Vero Beach Not listed Percentage of assets
Charles Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Charles Jackson Southeast Asset Advisors Tallahassee CFA Percentage of assets, Hourly
Christopher Berte Signet Financial Management of Southwest Florida Naples Not listed Percentage of assets, Hourly
Christopher Brown Professional Advisory Services Vero Beach Not listed Percentage of assets
Christopher Gettelfinger S.E.E.D. Planning Group Saint Petersburg Not listed Percentage of assets, Hourly
Christopher Vernon Andrew Hill Investment Advisors Naples Not listed Percentage of assets
Clarence Bush Bush Capital Management Sarasota Not listed Percentage of assets, Hourly
Daniel Nunez Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Daniel Quartararo Cogent Private Wealth Orlando Not listed Percentage of assets, Fixed fees
Danny Worrell Truewater Wealth Ponte Vedra Beach Not listed Percentage of assets
David Jaffe Professional Advisory Services Vero Beach Not listed Percentage of assets
David Kassir Manna Wealth Management Miami Beach Not listed Percentage of assets
Derek Collins Cogent Private Wealth Orlando Not listed Percentage of assets, Fixed fees
Dodd Disler Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Donald Daniels Daniels D'Amelio Investment Management Group LLC. Jupiter Not listed Percentage of assets
Donald Fallenbaum Fallenbaum CPA & Advisors Plantation Not listed Percentage of assets, Hourly
Douglas Walters Walters Strategic Advisors Sarasota Not listed Percentage of assets, Hourly
Erick Reinoso Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Gabriela Morales Blanco Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
George Seybolt Eagle Bay Family Office Boca Grande Not listed Percentage of assets, Hourly
Gerardo Palacios Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Gianfranco Rastelli B1 Financial Aventura Not listed Percentage of assets, Hourly
Giovanni Jimenez Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Gregory Chapas Truewater Wealth Ponte Vedra Beach Not listed Percentage of assets
Guillermo Diaz Chacon Diaz & Di Virgilio Wealth Management Gainesville Not listed Percentage of assets, One-time planning fee
Haley Tonge CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Harvis Astorga Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Heath Clevenger CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Ian Starkel Starkel Wealth Advisors Sarasota Not listed Percentage of assets
Jack McCluskey Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Jake Pendl Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
James Divirgilio Chacon Diaz & Di Virgilio Wealth Management Gainesville Not listed Percentage of assets, One-time planning fee
James Duronio William Mack & Associates Longwood Not listed Percentage of assets, Ongoing planning fee
James Gallagher Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
James Minich Minich MacGregor Wealth Management St Augustine Not listed Percentage of assets, Fixed fees
James Spoor Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Jason Kohut Signet Financial Management of Southwest Florida Naples Not listed Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida