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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
Sanjay Dasani Omkara Capital Redington Shores Not listed Percentage of assets
Silas Peters Blue Marlin Advisors West Palm Beach Not listed Ongoing planning fee
Stephen Cook Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Travis Bender Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Tyler Amendola Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Tyler Ares Fresh Bread Investments Weston Not listed Percentage of assets, Hourly
Vivian Tu Ask Dolly Miami Beach Not listed Subscription
Vladislav Sheykhet Teradime Financial Aventura Not listed Percentage of assets, Hourly
Ward Brooks API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Yony Noy Alpha Zero Boca Raton Not listed Percentage of assets, Fixed fees
Adam Van Wie Strivus Wealth Partners Jacksonville Beach CFP Percentage of assets, Hourly
Albert Bartolomeo Broad Reach Wealth Management Sarasota CFP Percentage of assets, Fixed fees
Alison Mewborne Seven Hills Financial Tallahassee CFP Percentage of assets, Hourly
Alonso Rodriguez Segarra Advise Financial Boca Raton CFP Percentage of assets, Hourly
Amanda Preston 3edge Asset Management Naples CFP Percentage of assets
Amaury Sanchez-Cifuentes Azzendo Wealth Advisors Hollywood CFP Percentage of assets, Hourly
Ana Arguello Azzendo Wealth Advisors Coral Gables CFP Percentage of assets, Hourly
Ana Harris Cela Wealth Management Miami CFP Percentage of assets, Fixed fees
Andrew Allen Instrumental Wealth Tampa CFP, ChFC Percentage of assets, Fixed fees
Andrew Birkmire 55 North Private Wealth Winter Park CFP Percentage of assets
Andrew Bras American Financial Advisors Winter Park CFP Percentage of assets, Hourly
Andrew Horowitz Horowitz & Company Fort Lauderdale CFP Percentage of assets, Hourly
Ann Covington Covingtonalsina Jacksonville CFP Percentage of assets, Hourly
Anthony Culotta Freedom Family Office Jupiter CFP Percentage of assets, Hourly
Anthony Dzielski Treasure Coast Financial Planning Vero Beach CFP Percentage of assets, Hourly
Anthony Poppe Firestone Capital Management South Miami CFP, CFA Percentage of assets, Hourly
Audrey Mancuso Destiny Wealth Partners Tavares CFP Percentage of assets, Hourly
Benjamin Carter Mooney Financial Jacksonville Beach CFP Percentage of assets
Bobbie Munroe Supporting Your Choices Havana CFP Hourly, Fixed fees
Bradley Brescia Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Bradley Miller Trustwell Financial Advisors Jacksonville CFP Percentage of assets, Hourly
Brandon Diaz Entelevest Coral Gables CFP Percentage of assets, Hourly
Brenton Thai Collaborative Wealth Lake Mary CFP Percentage of assets, Hourly
Brett Walters TBH Global Asset Management Venice CFP Percentage of assets, Hourly
Brian Hughes River City Wealth Management Jacksonville CFP, CFA Percentage of assets, Hourly
Brittany Salman Madden Advisory Services Jacksonville CFP Percentage of assets, Hourly
Brooke Holden Disciplined Equity Management Neptune Beach CFP Percentage of assets
Bryan Klein Klein Wealth Management Saint Johns CFP Percentage of assets, Hourly
Callie Brooks &wealth Partners Port St. Lucie CFP Percentage of assets, Hourly
Carl Von Dem Bussche (Sr) Financial Guidance Group Palm Harbor CFP Percentage of assets, Hourly
Caroline Cziesla American Dream St. Petersburg CFP Percentage of assets, Hourly
Casandra Garrett Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Catalina Franco-Cicero Meira Wealth Coral Gables CFP Percentage of assets, Hourly
Catherina Pareto Azzendo Wealth Advisors Coral Gables CFP Percentage of assets, Hourly
Catherine O'Connor O'connor Portfolio Management Tampa CFP Percentage of assets
Chad Clark Pelorus Financial Trinity CFP Percentage of assets, Fixed fees
Chad Williamson Tobias Financial Advisors Delray Beach CFP Percentage of assets, Hourly
Charles Fitzgerald Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Charles Nesmith Tobias Financial Advisors Plantation CFP, CFA Percentage of assets, Hourly
Chelsea Jones Physician Family Financial Advisors Orlando CFP Fixed fees

Firms headquartered in Florida (570)

All 570 firms in Florida