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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
Christina Worley Castle Wealth Management Boynton Beach CFP, PFS, CFA Percentage of assets, Hourly
Christoph Von Dem Bussche Financial Guidance Group Palm Harbor CFP Percentage of assets, Hourly
Christopher Haysley Haysley Financial Services Lake Mary CFP Percentage of assets, Hourly
Colin Howard Noble Family Wealth Clearwater CFP Percentage of assets
Cory Shrader Black Creek Wealth Management Fleming Island CFP, CFA Percentage of assets, Hourly
Craig Lappen Twenty-First Century Financial Advisors Stuart CFP Percentage of assets, Fixed fees
Dana Perez Mariaca Wealth Management Wellington CFP Percentage of assets
Daniel Jankelunas Client First Financial Advisors Coral Springs CFP Percentage of assets, Hourly
Daniel Moisand Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Daniel Orona Stonewealth Advisors Coral Gables CFP Percentage of assets, Hourly
Daniele Ghiotti Vesta Wealth Management Miami Beach CFP, CFA Percentage of assets
Darrell Devaney 55 North Private Wealth Winter Park CFP Percentage of assets
David Boardman Diablo Investment Advisors Ponte Vedra CFP Percentage of assets, Hourly
David Silver Instrumental Wealth Tampa CFP Percentage of assets, Fixed fees
David Souders Apis Wealth Sorrento CFP Percentage of assets, Hourly
Deborah Badillo Meira Wealth Miami CFP Percentage of assets, Hourly
Deborah Wiggin Wiggin Financial Services Fort Lauderdale CFP Percentage of assets, Hourly
Derrick Chandler Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Dexter Morse Covenant Asset Management Bonita Springs CFP Percentage of assets, Hourly
Donald Butcher Seven Hills Financial Tallahassee CFP Percentage of assets, Hourly
Donna Morrall Clear Waters Financial Network Dunedin CFP Percentage of assets, Hourly
Edzai Chimedza Tobias Financial Advisors Plantation CFP Percentage of assets, Hourly
Elayne Pisarik Firstrust Daytona Beach CFP, ChFC Percentage of assets, Fixed fees
Eric Hoebbel American Harbour Wealth Management Orlando CFP Percentage of assets, Hourly
Eric Walter Spraker West Wealth Management Winter Park CFP Percentage of assets, Hourly
Erika Wolek Cohen Capital Palm Beach Gardens CFP Percentage of assets, Fixed fees
Eugene Novitski Investment Advisor Group Saint Augustine CFP Percentage of assets, Hourly
Eugene Sulzberger Sulzberger Capital Advisors Miami CFP Percentage of assets
Feraud Calixte Fortitude Financial Planning Land O Lakes CFP Hourly, Fixed fees
Francheska Ruiz Tobias Financial Advisors Plantation CFP Percentage of assets, Hourly
Francisco Aguilera Aviance Capital Partners Winter Park CFP, CFA Percentage of assets, Fixed fees
Frank van Lerven Isgam Us Miami CFP Percentage of assets, Hourly
Frederick Krokenberger Factorpoint Planning Naples CFP Percentage of assets, Fixed fees
George Livingston Livingston Financial Planning Santa Rosa Beach CFP Hourly, Fixed fees
Giancarlo Lamourtte Merited Wealth North Bay Village CFP Percentage of assets, Hourly
Glenn Delman G&f Financial Services Panama City Beach CFP Percentage of assets, Hourly
Greg Willsey Noble Family Wealth Clearwater CFP Percentage of assets
Gregory Bitz WBH Advisory Surfside CFP, ChFC Percentage of assets, Hourly
Guy Bassini Treasure Coast Financial Planning Vero Beach CFP Percentage of assets, Hourly
Heather Lovallo Wrenne Financial Planning Pace CFP Fixed fees
Helen Semus Semus Wealth Partners Boca Raton CFP Percentage of assets, Hourly
Huddie Cheney Structured Portfolio Solutions The Villages CFP Percentage of assets, Hourly
Jacquelyn Goldstick Core Wealth Management Jupiter CFP Percentage of assets, Hourly
James Colley James A. Colley Lake Placid CFP Percentage of assets, Hourly
James Dorman Dorman Financial Management, P.A. Maitland CFP, PFS Percentage of assets, Fixed fees
James Estep Everest Financial Advisors Cooper City CFP Percentage of assets, Hourly
James Kelley Capital Planning Palm Coast CFP Percentage of assets, Hourly
Jeffrey George TAO Financial Orlando CFP, CFA Percentage of assets, Hourly
Jeffrey Ostrander Caliber Wealth Management Ponte Vedre Beach CFP Percentage of assets, Fixed fees
Jeffry Cole Team Wealth & Tax Advisors Nokomis CFP Percentage of assets, Fixed fees

Firms headquartered in Florida (570)

All 570 firms in Florida