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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
Jeanne Hill Harvest Portfolio Management North Fort Myers Not listed Percentage of assets
Jennifer Figurelli Andrew Hill Investment Advisors Naples Not listed Percentage of assets
Jimmy Cardentey Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
John Mann High Probability Advisors Fort Meyers Not listed Percentage of assets
John McCully Tim Looney Investments Longwood Not listed Ongoing planning fee, One-time planning fee
John Shepherd BlueDoor Private Wealth St. Petersburg Not listed Percentage of assets, Hourly
Jon Paul Espinoza B1 Financial Aventura Not listed Percentage of assets, Hourly
Jorge Perez Ruiz Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Jose Maria Bilbao Cunha Joia Walters Strategic Advisors Sarasota Not listed Percentage of assets, Hourly
Keegan Erva Unify Financial Advisors Clearwater Not listed Percentage of assets, Hourly
Kenneth Moore CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Kevin Mayo Cogent Private Wealth Orlando Not listed Percentage of assets, Fixed fees
Kevin McCluskey Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Kiel Lewis Eminence WM Orlando Not listed Percentage of assets
Kimberly Evener Forza Wealth Management Sarasota Not listed Percentage of assets, Hourly
Larry Bright Bright Asset Management Venice Not listed Percentage of assets
Lauren Bellomo Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Lawrence Muscant Omnia Family Wealth Aventura Not listed Percentage of assets, Fixed fees
Leonardo Guillen Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Lisa Chacon Chacon Diaz & Di Virgilio Wealth Management Gainesville Not listed Percentage of assets, One-time planning fee
Luis Delrio Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Marco Vidal Sundial Wealth Delray Beach Not listed Percentage of assets, Hourly
Mateo Alzate Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Matthew Stohlman Poinciana Advisors Group Palm Beach Gardens Not listed Percentage of assets
Max Paez Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Mia Vazquez Northbridge Financial Group Tampa Not listed Percentage of assets, Hourly
Michelle Halpin Grand Central Investment Group Tampa Not listed Percentage of assets, Hourly
Miguel Castaneda Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Miguel Rodriguez Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Mike Farmand Farmand, Farmand & Farmand Jacksonville Not listed Percentage of assets
Nicholas Gorry Eminence WM Orlando Not listed Percentage of assets
Nora Wilson Truewater Wealth Ponte Vedra Beach Not listed Percentage of assets
Orlando Johnson Johnson Wealth Management Palm Coast Not listed Percentage of assets, Hourly
Paul Weaver CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Phillip McGrath Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
Preston Byrnes Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Richard Crawford Highline Private Wealth Jacksonville Not listed Percentage of assets
Richard Franz Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Robert Phelan Concierge Financial Advisor Parrish CFA Percentage of assets
Robert Williams Poinciana Advisors Group Palm Beach Gardens Not listed Percentage of assets
Sam Curmaci SAC Investment Management Ft. Lauderdale Not listed Percentage of assets
Sarah Ivanovic Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Sean O'Brien Andrew Hill Investment Advisors Naples Not listed Percentage of assets
Sebastian Guerra Guerra Wealth Advisors Miami Not listed Percentage of assets, Hourly
Shihfang Chuang Noesis Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Simon Kasbari Noesis Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Stacey Beverley Compass Financial Group Deerfield Beach Not listed Percentage of assets, Hourly
Stephen Bunch Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Stephen Casey Signet Financial Management of Southwest Florida Estero Not listed Percentage of assets, Hourly
Steven Farmand Farmand, Farmand & Farmand Jacksonville Not listed Percentage of assets

Firms headquartered in Florida (570)

All 570 firms in Florida