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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
Jennifer Ferguson Symphony Financial Team Lake Mary CFP Hourly, Fixed fees
Jerad Waggy Firestone Capital Management South Miami CFP Percentage of assets, Hourly
Jeremiah Wassmer Destiny Wealth Partners Tavares CFP Percentage of assets, Hourly
Jeremy Leeds Blbb Advisors Tampa CFP Percentage of assets, Fixed fees
Jesus Arteaga Merited Wealth North Bay Village CFP Percentage of assets, Hourly
Jim Mui JKM Wealth Management Boca Raton CFP Percentage of assets, Hourly
John Clark Waypoints Financial Sebring CFP Percentage of assets, Hourly
John Donovan Advisorplanner St. Petersburg CFP Percentage of assets, Hourly
John Kostic Turner Financial Group Pace CFP Percentage of assets, Hourly
John McCarthy John T. Mccarthy Long Boat Key CFP, ChFC Percentage of assets, Fixed fees
John Traver Traver Financial Consulting Network PA Lakewood Ranch CFP Percentage of assets
Jonathan Briggs Bria Capital Group Wesley Chapel CFP Percentage of assets
Jonathon Fernandez-Rubio Core Wealth Management Jupiter CFP Percentage of assets, Hourly
Jorge Padilla Meira Wealth Coral Gables CFP Percentage of assets, Hourly
Jorge Romero Destiny Wealth Partners The Villages CFP Percentage of assets, Hourly
Joseph Littky Blue Line Capital Advisors Palm Beach Gardens CFP Percentage of assets, Hourly
Joseph Loss Strivus Wealth Partners Jacksonville Beach CFP Percentage of assets, Hourly
Juan Hanuszkiewicz Entelevest Coral Gables CFP, ChFC Percentage of assets, Hourly
Judson Mallini Together Planning Jacksonville CFP Percentage of assets, Hourly
Julianne Marrie Biltmore Family Office Orlando CFP Percentage of assets, Fixed fees
Justin Rams Entelevest Coral Gables CFP Percentage of assets, Hourly
Justin Rees Cambria Wealth Management Sarasota CFP Percentage of assets, Fixed fees
Karyn Cravens Ferguson Shapiro Lakewood Ranch CFP Percentage of assets, Hourly
Keith Downey Stronghold Wealth Management Tampa CFP, ChFC Percentage of assets
Keith Haskell Dobson Street Orlando CFP Percentage of assets, Hourly
Kevin Sides Mooney Financial Jacksonville Beach CFP, CFA Percentage of assets
Kirk Kinder Picket Fence Financial Palm Harbor CFP Percentage of assets, Hourly
Kristof Lewicki Kris Lewicki & Associates Coral Springs CFP, ChFC Percentage of assets, Hourly
Kyle Cain Freedom Family Office Palm Beach Gardens CFP Percentage of assets, Hourly
Lantz Martin Nesteggs Tampa CFP, ChFC Percentage of assets, Hourly
Laongdao Suppasettawat TAK Advisory Juno Beach CFP Percentage of assets, Hourly
Lary Weintraub Synergy Financial Partners Boynton Beach CFP Percentage of assets, Fixed fees
Laura Gerstemeier Gerstemeier Financial Group Naples CFP Percentage of assets, Hourly
Laurence Montello Montello Wealth Management Palm Beach Gardens CFP Percentage of assets, Hourly
Louis Carpenter Azzendo Wealth Advisors Coral Gables CFP Percentage of assets, Hourly
Malea Hornback Bouvel Investment Partners Fernandina Beach CFP Percentage of assets, Hourly
Manuel Weinreich F5 Financial Planning Riverview CFP Percentage of assets, Hourly
Maria Castillo Dominguez Valoria Wealth Management Cooper City CFP Percentage of assets, Hourly
Marianela Collado Tobias Financial Advisors Plantation CFP, PFS Percentage of assets, Hourly
Maricela Ramos MAR Wealth Management Services West Palm Beach CFP Percentage of assets, Hourly
Mario Yngerto Genesis Wealth Management Coral Gables CFP Percentage of assets, Hourly
Martin Rosenthal Common Cents Wealth Management Pembroke Pines CFP Percentage of assets, Hourly
Matthew Boyce American Financial Advisors Winter Park CFP Percentage of assets, Hourly
Matthew Hauptman Tobias Financial Advisors Plantation CFP Percentage of assets, Hourly
Matthew Saneholtz Tobias Financial Advisors Plantation CFP, CFA Percentage of assets, Hourly
Matthew Szabad Noble Family Wealth Clearwater CFP Percentage of assets
Melissa Gannon Castle Wealth Management Boynton Beach CFP Percentage of assets, Hourly
Michael Arbogast Arbogast Financial Advisors Melbourne CFP Percentage of assets, Hourly
Michael Ellis Madden Advisory Services Jacksonville CFP Percentage of assets, Hourly
Michael Koenig Firstrust Daytona Beach CFP Percentage of assets, Fixed fees

Firms headquartered in Florida (570)

All 570 firms in Florida