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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
Daniel Spalding Chiron Capital Management St Petersburg Not listed Percentage of assets, Fixed fees
Dannit Chocron Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Darryl Poisson DJP Wealth Management Tampa Not listed Percentage of assets, Fixed fees
David Blackston Blackston Financial Advisory Group The Villages Not listed Percentage of assets
David Maddux Brightwater Advisory Tampa Not listed Percentage of assets, Hourly
David Unda Unda Financial and Consulting Palmetto Bay Not listed Percentage of assets, Hourly
Dustan Christensen API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Eduardo Brender Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Ernesto Moreno Multus Asset Management Coral Gables Not listed Percentage of assets
Franklin Lentz Lentz Advisors Gainesville Not listed Percentage of assets, Fixed fees
Franklin Lentz Lentz Advisors Gainesville Not listed Percentage of assets, Fixed fees
George Peaden Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Ginny Neal SpringTru Palm Beach Gardens Not listed Percentage of assets, Hourly
Hunter Smith Cornerstone Investment Services Jacksonville Not listed Percentage of assets
Isaac Wakszol Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Jacobo Taurel Rimeris Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Janessa Suarez Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Jason Cain Cynosure Portfolio Advisors Jupiter Not listed Percentage of assets, Hourly
Jonathan Schiripo Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
Jose Cova Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Jose Finkelstein Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Juan Sanchez Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Judy Batievsky Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Justine Coleman Pento Portfolio Strategies Naples Not listed Percentage of assets
Leah van Welie Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Lorianne Cordoba Red Reef Advisors Boca Raton Not listed Percentage of assets, Hourly
Luis Alayo Riera Atlas Financial Group Miami Not listed Percentage of assets, Hourly
Mariana Avila Murati Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Mario Tate Millennial Wealth Advisors Delray Beach Not listed Percentage of assets, Hourly
Mason Schreck Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
Matthew Myland API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Mauricio Saias Activest Wealth Management Aventura Not listed Percentage of assets, Fixed fees
Merrill Dennis Comprehensive Wealth Solutions Boca Raton Not listed Percentage of assets, Hourly
Micah Spence Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Michael Cummings Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
Michael Pento Pento Portfolio Strategies Naples Not listed Percentage of assets
Neal Quon API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Norman Taylor API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Oyinka Coakley TEP Financial Solutions Tamarac Not listed Percentage of assets
Paul Stanley API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Peter Chamberlain BRC Management Windermere Not listed Percentage of assets, Hourly
Peter Ripich Atlas Financial Group Miami Not listed Percentage of assets, Hourly
Phillip Streible Blue Line Capital Miramar Beach Not listed Percentage of assets
Pierce Broscious Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Raymond Rodriguez Private Group Wealth Management Fort Lauderdale Not listed Ongoing planning fee
Richard Blackston Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Robert Mahoney RFM Investment Advisor Boca Raton Not listed Percentage of assets, Hourly
Robert Thompson KMG Fiduciary Partners Miami Not listed Percentage of assets, Fixed fees
Sam Logan Logan Financial Planning St. Petersburg Not listed Percentage of assets, Hourly
Samantha Stocksett Blackston Financial Advisory Group The Villages Not listed Percentage of assets

Firms headquartered in Florida (570)

All 570 firms in Florida