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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
Matthew Gensler Brookstone Wealth Management Boynton Beach Not listed Percentage of assets, Hourly
Menachem Lerman Equinum Ft. Lauderdale Not listed Percentage of assets
Michael Farr FarrCrest Capital Naples Not listed Percentage of assets, Hourly
Michael Freeburg Greenwich Wealth Management West Palm Beach Not listed Percentage of assets, Hourly
Michael McGee Hudson Advisors Vero Beach Not listed Percentage of assets, Hourly
Michael Skowfoe Fortress Wealth Planning Jacksonville Beach Not listed Percentage of assets, Fixed fees
Nathan Kallal OxenFree Financial Melbourne Not listed Percentage of assets
Nicole Phelan Concierge Financial Advisor Parrish Not listed Percentage of assets
Oisin Thompson Fortress Wealth Planning Jacksonville Beach Not listed Percentage of assets, Fixed fees
Pamela Franklin Milestone Investments Columbus Pensacola Not listed Percentage of assets, Hourly
Patrick O'Grady Rinaldi Wealth Management Bonita Springs Not listed Percentage of assets, Hourly
Pau Delgado Rodriguez CS Advisors Boca Raton Not listed Percentage of assets, Hourly
Paul Curtman P.R. Curtman Investments Milton Not listed Percentage of assets
Rachel O'Leary Wealth Care Merritt Island Not listed Percentage of assets, Hourly
Raymond Dimeo Meridian Wealth Group Dade City Not listed Percentage of assets, Hourly
Regina Blake-Anderson RD Lewis Wealth Management Maitland Not listed Percentage of assets, Hourly
Ritesh Upadhyaya Vigil Wealth Management Ponte Vedra Beach Not listed Percentage of assets, Hourly
Robert Basile Basile Financial Group Palm Harbor Not listed Percentage of assets, Hourly
Robert Farr FarrCrest Capital Naples Not listed Percentage of assets, Hourly
Rodney Kramp Asset One Fort Myers Not listed Percentage of assets
Rodrigo Gamarci FDI Wealth Management Miami Not listed Percentage of assets, Hourly
Rolland Basant Freedom Financial Management Saint Cloud Not listed Ongoing planning fee
Ryan Grady Paradigm Wealth Management Ponte Vedra Not listed Percentage of assets, Hourly
Ryan Schmitt LDN Wealth Orlando Not listed Hourly, Fixed fees
Stephen Podnos Wealth Care Merritt Island Not listed Percentage of assets, Hourly
Stephen Varlotta ProAthlete Wealth Management Boca Raton Not listed Percentage of assets
Steven Sherman CS Advisors Boca Raton Not listed Percentage of assets, Hourly
Susanne Naso The Pacific Financial Group Bradenton Not listed Percentage of assets
Taylor Retherford Aggregate Financial Services Navarre Not listed Percentage of assets, Hourly
Tim McMahon Wisdom Planning Group Naples Not listed Percentage of assets, Fixed fees
Timothy Rose T. Rose & Associates Sarasota Not listed Percentage of assets, Performance-based fees
Timothy Tonn Cirrus Capital Management Tampa Not listed Percentage of assets
Troy Tonn Cirrus Capital Management Tampa Not listed Percentage of assets
Wayne Goldstein Atlas Financial Wellington Not listed Percentage of assets, Fixed fees
Aileen Logan Logan Financial Planning St Petersburg Not listed Percentage of assets, Hourly
Ana Rieber Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Andrew Dennis Comprehensive Wealth Solutions Boca Raton Not listed Percentage of assets, Hourly
Andrew Scheirer API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Anthony Leone Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
April Hurlburt Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Arianna Kaufman Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Baltazar Moreno Fuentes Moreno Capital West Palm Beach Not listed Percentage of assets, Fixed fees
Cale Smith Bastion Fiduciary, LLC Islamorada Not listed Percentage of assets, Hourly
Charles Armstrong D2 Capital Management Jacksonville Not listed Percentage of assets, Hourly
Charles Heekin Millennial Wealth Advisors Delray Beach Not listed Percentage of assets, Hourly
Christina Doss Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Christopher Smith Waterside Investment Advisers Sarasota Not listed Percentage of assets
Clinton Steinhoff Optima Capital Management Fort Lauderdale Not listed Percentage of assets
Cristina Alayo Atlas Financial Group Miami Not listed Percentage of assets, Hourly
Dale Cockrell Painted Porch Advisors Naples Not listed Percentage of assets, Fixed fees

Firms headquartered in Florida (570)

All 570 firms in Florida