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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
Steven Wagner Omnia Family Wealth Aventura Not listed Percentage of assets, Fixed fees
Stuart Brisgel B1 Financial Aventura Not listed Percentage of assets, Hourly
Timothy Morris Zenith Wealth Management Orlando Not listed Percentage of assets, Hourly
William Hazlett WH Financial Stuart ChFC Fixed fees
William Urquhart Castle Island Wealth Boynton Beach Not listed Percentage of assets, Hourly
Alan Rubin Targeted Financial Services Seminole Not listed Percentage of assets, Hourly
Alexander Cooke Optimist Capital Palm Beach Gardens Not listed Percentage of assets, Hourly
Allen Montgomery Capstone Wealth Management Lakeland Not listed Percentage of assets, Fixed fees
Ana Rebora De Luchau Global Kandor Miami Not listed Percentage of assets, Fixed fees
Anne Maclean Heritage Investment Group Pompano Beach Not listed Percentage of assets
Anthony Visintin Federmann Financial Advisors Tampa Not listed Percentage of assets, Hourly
Ariel Cabrera Celaya Wealth Management Miami Not listed Percentage of assets, Flat fee or retainer
Arthur Gordon Gordon Asset Management West Palm Beach Not listed Percentage of assets, Performance-based fees
Austin Franks Financial Independence Advisors Jacksonville Not listed Percentage of assets
Benjamin Hall Chipser Wealth Management Destin Not listed Percentage of assets, Hourly
Benjamin Lewinter Lewinter Wealth Advisors Boynton Beach Not listed Percentage of assets, One-time planning fee
Brandon Catrett Ridgeline Private Wealth Ponte Vedra Not listed Ongoing planning fee
Brett Chipser Chipser Wealth Management Destin Not listed Percentage of assets, Hourly
Brian Mahoney Camelot Wealth Management Oldsmar Not listed Percentage of assets
Cesar Murillo Emergent Global Investments Coral Gables Not listed Percentage of assets
Charles Achoa Proxy Wealth Windermere Not listed Percentage of assets, Hourly
Charlot Alexandre Blue Jasper Capital Clermont Not listed Percentage of assets, Hourly
Christopher Covato Covato Capital Management Naples Not listed Percentage of assets, Hourly
Christopher Davidson Proxy Wealth Windermere Not listed Percentage of assets, Hourly
Christopher Kline Capstone Wealth Management Lakeland Not listed Percentage of assets, Fixed fees
Colin Myers Blue Jasper Capital Clermont Not listed Percentage of assets, Hourly
Cynthia Shuford-Stover Global Financial Private Client Sarasota Not listed Percentage of assets, Hourly
Daniel Bochnia Stapff Velaris Wealth Management Orlando Not listed Percentage of assets
Daniel Greenwald JL Bainbridge Sarasota Not listed Percentage of assets
David Flanders Momentum Wealth Planning Estero Not listed Percentage of assets
David Gordon Gordon Asset Management West Palm Beach Not listed Percentage of assets, Performance-based fees
David Robbins Varney Wealth Management Tampa Not listed Flat fee or retainer
David Roberts Plan For Your Goals Gulf Breeze Not listed One-time planning fee, Ongoing planning fee
David Thompson JL Bainbridge Sarasota Not listed Percentage of assets
Eric Turloff Turloff Financial Consulting, Inc. Cape Coral BBA, CFA, CPA Percentage of assets, Hourly
Erik Johnson Heritage Investment Group Pompano Beach Not listed Percentage of assets
Fabricio Macastropa Sunstate Wealth Management Coral Gables Not listed Percentage of assets
Felipe Mardakis Proxy Wealth Windermere Not listed Percentage of assets, Hourly
Fernando Germana Germana Capital Miami Not listed Percentage of assets, Hourly
Gary Dennis Comprehensive Wealth Solutions Boca Raton PFS, CFA Percentage of assets, Hourly
George Clement GBC Investment Group Sanford CFA Percentage of assets, Flat fee or retainer
George Rettig Alitus Financial Land O Lakes Not listed Percentage of assets
Gordon Lacquement KOI Portfolio Management Pensacola Not listed Percentage of assets
Grayson Bishop Blue Jasper Capital Clermont Not listed Percentage of assets, Hourly
Gregory Adams Optimist Capital Palm Beach Gardens Not listed Percentage of assets, Hourly
Guillermo Vernet Global Kandor Miami Not listed Percentage of assets, Fixed fees
Gustavo Farhat Sunstate Wealth Management Coral Gables Not listed Percentage of assets
Ivan Rosa Optimist Capital Palm Beach Gardens Not listed Percentage of assets, Hourly
Jake Rubin Targeted Financial Services Seminole Not listed Percentage of assets, Hourly
James Lloyd QP Wealth Management Boca Raton Not listed Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida