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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
Jean Coletta Germana Capital Miami Not listed Percentage of assets, Hourly
Jennifer Foster SmartPlan Investing Juno Beach Not listed Not listed
Jennifer Johnson Pinelight Financial Estero Not listed Percentage of assets, Hourly
Jennifer Sheffler Marchand Faries Financial Management, Inc. Keystone Heights BA Percentage of assets
Jerry Bainbridge JL Bainbridge Sarasota Not listed Percentage of assets
Jill Gibb Targeted Financial Services Seminole Not listed Percentage of assets, Hourly
Joe Baker Financial Independence Advisors Jacksonville Not listed Percentage of assets
Joel Oldham JL Bainbridge Sarasota Not listed Percentage of assets
John Copeland Blue Jasper Capital Clermont Not listed Percentage of assets, Hourly
John Smith Optimist Capital Palm Beach Gardens Not listed Percentage of assets, Hourly
Jordan Johnson Pinelight Financial Estero Not listed Percentage of assets, Hourly
Jorge Aroche Globalinvest Financial Services Coral Gables Not listed Percentage of assets
Jorge Gullon Emergent Global Investments Coral Gables Not listed Percentage of assets
Joseph Pendenza Greater Gifts Family Office Fort Myers Not listed Percentage of assets, Hourly
Joshua Helman SmartPlan Investing Juno Beach Not listed Not listed
Katie Kingsman Kingsman Wealth Management Pensacola Not listed Percentage of assets
Kenneth Ouellette Orca Wealth Management New Port Richey Not listed Percentage of assets, Hourly
Kyle Krasker Olivar & Greb Capital Management Maitland Not listed Percentage of assets, Hourly
Leon Dulion DNA Wealth Management Pensacola Not listed Hourly, Ongoing planning fee
Lindsey Colaco JL Bainbridge Sarasota Not listed Percentage of assets
Lisa Heerwagen QP Wealth Management Summerland Key Not listed Percentage of assets, Hourly
Lloyd DeVaux Sunstate Wealth Management Coral Gables Not listed Percentage of assets
Maria Goretti Garcia New Era Advisory Orlando Not listed One-time planning fee, Ongoing planning fee
Mark Hemby Saltmarsh Financial Advisors Pensacola CFA Percentage of assets, Hourly
Micah White Spectra Investment Management Stuart Not listed Percentage of assets, Hourly
Michel Bethea Covato Capital Management Naples Not listed Percentage of assets, Hourly
Michelle Rey Lutein Resnick Wealth Alliance Palm Beach Gardens Not listed Percentage of assets, Fixed fees
Milan Pualic Monterra Advisors Orlando CFA Percentage of assets, Fixed fees
Molly Lazor Chipser Wealth Management Destin Not listed Percentage of assets, Hourly
Monte Resnick Resnick Wealth Alliance Palm Beach Gardens Not listed Percentage of assets, Fixed fees
Morton Potoff MJP Wealth Advisors Longboat Key Not listed Percentage of assets, Hourly
Neil Scott American Family Legacy Group Temple Terrace Not listed Percentage of assets, Hourly
Nicholas Krsnich JMN Investment Management Palm Beach Gardnes Not listed Percentage of assets
Peterson Cenerino Proxy Wealth Windermere Not listed Percentage of assets, Hourly
Pietro Galina Proxy Wealth Windermere Not listed Percentage of assets, Hourly
Pritam Dhavale Wealth Compounders Wesley Chapel Not listed Percentage of assets, Hourly
Rafael Junqueira Nani Proxy Wealth Windermere Not listed Percentage of assets, Hourly
Raquel Schiavon Proxy Wealth Windermere Not listed Percentage of assets, Hourly
Ricardo Donalexis Insight Family Financial Sarasota Not listed One-time planning fee, Ongoing planning fee
Robert Arnold Grayton Beach Capital Miami CFA Percentage of assets, Hourly
Robert McCarver Heritage Investment Group Pompano Beach Not listed Percentage of assets
Robroy Wiley SmartPlan Investing Juno Beach Not listed Not listed
Roy Wiley SmartPlan Investing Juno Beach Not listed Not listed
Samuel Taylor Heritage Investment Group Pompano Beach Not listed Percentage of assets
Scott Roads Spectra Investment Management Stuart Not listed Percentage of assets, Hourly
Seema Jain Axiom Paragon Services Tampa Not listed Not listed
Shawn Mahoney Camelot Wealth Management Oldsmar Not listed Percentage of assets
Stacy Bliss Heritage Investment Group Pompano Beach Not listed Percentage of assets
Tatiane Teixeira Proxy Wealth Windermere Not listed Percentage of assets, Hourly
Theodore Levin Grant Koehler & Levin Sarasota Not listed Percentage of assets

Firms headquartered in Florida (570)

All 570 firms in Florida