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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
Thomas Greb Olivar & Greb Capital Management Maitland Not listed Percentage of assets, Hourly
Thomas Koehler Grant Koehler & Levin Palm City Not listed Percentage of assets
Tim Smith API Financial Advisors Rockledge ChFC Percentage of assets, Hourly
Timothy Slattery Heritage Investment Group Pompano Beach Not listed Percentage of assets
Todd Heckman Blue Jasper Capital Clermont Not listed Percentage of assets, Hourly
Tommy Lewis FIRST Financial Group North Palm Beach ChFC Percentage of assets, Hourly
Tony Gordon Covato Capital Management Naples Not listed Percentage of assets, Hourly
Tulio Barbosa Ribeiro Proxy Wealth Windermere Not listed Percentage of assets, Hourly
Victoria Kizma Financial Independence Advisors Deland Not listed Percentage of assets
Wayne Fernow American Family Legacy Group Tampa Not listed Percentage of assets, Hourly
Zain Griffith Dash Investments Miami Not listed Percentage of assets
Adam Hruby InTrust Advisors Tampa Not listed Flat fee or retainer, Hourly
Alex Goldstein Atlas Financial West Palm Beach Not listed Percentage of assets, Fixed fees
Andrew Cettina OxenFree Financial Melbourne Not listed Percentage of assets
Anna Khemkhajon Rinaldi Wealth Management Bonita Springs Not listed Percentage of assets, Hourly
Arriana Neese Mariner Financial Group Palm Beach Gardens Not listed Percentage of assets, Fixed fees
Baylee Zeigler Vigil Wealth Management Ponte Vedra Beach Not listed Percentage of assets, Hourly
Bradley Ward Asset One Naples Not listed Percentage of assets
Bryan Beamer iPlan Winter Haven Not listed Percentage of assets, Fixed fees
Bryan Trochessett San Blas Capital Port St. Joe Not listed Percentage of assets
Carol Landaeta RD Lewis Wealth Management Maitland Not listed Percentage of assets, Hourly
Charles Burns Bay Hill Capital Management Santa Rosa Beach Not listed Percentage of assets
Connor Graham Graham Wealth Management Panama City Beach Not listed Percentage of assets, Hourly
Daniel Rose T. Rose & Associates Sarasota Not listed Percentage of assets, Performance-based fees
Daniel Walsh Successful Portfolios Clearwater Not listed Percentage of assets, Hourly
David Fletcher Southeast Asset Advisors Tallahassee Not listed Percentage of assets, Hourly
David Morgan High Net Worth Advisory Group Naples Not listed Percentage of assets, Hourly
David Reidy First Growth Capital Miami Not listed Percentage of assets, Fixed fees
Delcena Lewis RD Lewis Wealth Management Maitland Not listed Percentage of assets, Hourly
Eileen Ortega Fortress Wealth Planning Jacksonville Beach Not listed Percentage of assets, Fixed fees
Erik Bjorvik Mariner Financial Group Palm Beach Gardens Not listed Percentage of assets, Fixed fees
Erik Bryan OxenFree Financial Melbourne Not listed Percentage of assets
Garth Moreau OxenFree Financial Melbourne Not listed Percentage of assets
Guido Valli FDI Wealth Management Miami Not listed Percentage of assets, Hourly
James Dehoff DeHoff Wealth Advisory Jacksonville Not listed Percentage of assets
James Hard Sara-Bay Financial Sarasota Not listed Percentage of assets
James Phillips OxenFree Financial Melbourne Not listed Percentage of assets
Jay Rolfe Fortress Wealth Planning Jacksonville Beach Not listed Percentage of assets, Fixed fees
Jeffrey Diercks InTrust Advisors Tampa Not listed Flat fee or retainer, Hourly
John Brock-Edgar LDN Wealth Orlando Not listed Hourly, Fixed fees
John Sinchok OxenFree Financial Melbourne Not listed Percentage of assets
Joseph Baer Successful Portfolios Clearwater Not listed Percentage of assets, Hourly
Katherine Lauer High Net Worth Advisory Group Naples Not listed Percentage of assets, Hourly
Kelso Huffman High Net Worth Advisory Group Naples Not listed Percentage of assets, Hourly
Kristin DiMeo Meridian Wealth Group Dade City Not listed Percentage of assets, Hourly
Larry Foster Wisdom Planning Group Lakeland Not listed Percentage of assets, Fixed fees
Lauren Podnos Wealth Care Merritt Island Not listed Percentage of assets, Hourly
Loyd Pyle Section Integrity Wealth Management Fleming Isle Not listed Percentage of assets, Hourly
Luke Bunch OxenFree Financial Melbourne Not listed Percentage of assets
Mariano Sardans FDI Wealth Management Miami Not listed Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida