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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
Filip Telibasa Benzina Wealth Sarasota CFP Flat fee or retainer, Ongoing planning fee
Franklin Gay Tobias Financial Advisors Plantation CFP, EA, MBA, CFA Percentage of assets, Hourly
Greg Hurley Hurley Wealth Management Group Oakland CFP, MBA One-time planning fee
Trishul Patel Investing Forever Advisory West Palm Beach BS, CFP, MBA Percentage of assets, Ongoing planning fee
Audrey Jones Financial Life Designs LLC Lake Mary CFP Percentage of assets, One-time planning fee
Brian O'Neill Winged Wealth Management and Financial Planning LLC Niceville CFP, EA Ongoing planning fee, Hourly
Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early WealthAdvisor365 Fort Lauderdale CFP One-time planning fee, Subscription
Chris Daunhauer TrustWell Financial Advisors Jacksonville BA, CFP, M.Ed., MBA Percentage of assets, Flat fee or retainer
Inga Timmerman Attainable Wealth Jacksonville CFP, PhD Flat fee or retainer, Hourly
Joshua Davis Davis Private Wealth, LLC Royal Palm Beach CFP, MBA Percentage of assets, Hourly
Steven Bové Lebrigh Life Planners, LLC Oldsmar CFA, CFP, MSFS Ongoing planning fee
Adam Gruber AMG Wealth Management Land O Lakes CFP Percentage of assets, Ongoing planning fee
Bennett Stein Stein Financial LLC Miramar Beach CFP, CPA Percentage of assets
Deana Brown Contemporary Financial Planning Jacksonville CFP, CDFA Ongoing planning fee
Jacob Bartel Birchcreek Wealth Management Jacksonville CFP Percentage of assets, Flat fee or retainer
Jen Smith Advice-only, values-first planning without judgment for individuals and families who want their money to support their lives. Pink Streets Financial Planning St. Petersburg CFP One-time planning fee
Jordan Talbert Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Marisa Bradbury Sigma Investment Counselors Lake Mary CFP, CFA Percentage of assets
Matthew Barrovecchio Christian Financial Advisors® Odessa CFP Percentage of assets
Nicholas Chiricosta Utopia Wealth Management Coconut Creek CFP Percentage of assets, Hourly
Nicholas Maratta Occidental Asset Management Winter Springs CFP Ongoing planning fee
Stacy Miller BayView Financial Planning Tampa CeFT, CFP, MBA Flat fee or retainer
Tristan Jacobi Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Adam Stoeckler Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Alexandra Forest 44 North Capital Palm Beach Gardens CFP Percentage of assets
Beverly Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Christopher Dale Life After Grief, LLC Orlando CFP Percentage of assets, Hourly
David Bernstein Connecticut Cambridge Advisors Coral Gables BS, CFP Ongoing planning fee
Drew Prescott Ocean Breeze LLC Winter Garden CFP One-time planning fee
Frank Garcia Frankly Finances Winter Park CFP, CFA Hourly, Flat fee or retainer
Jarett Busacca Venture Wealth Solutions Winter Park CFP Ongoing planning fee, One-time planning fee
John Murphy Davis Capital Management Jacksonville CFP Percentage of assets, Hourly
Keith Amburgey Rutherford Asset Planning Tampa CFP, CFA Percentage of assets
Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ Firm Foundation Family Wealth Ft. Lauderdale CFP Percentage of assets
Maria Erickson Freedom Financial & Business Planning Saint Petersburg CFP Hourly, Flat fee or retainer
Mark Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Matthew McGahey Steadfast Financial Services Altamonte Springs CFP, ChFC Percentage of assets, Ongoing planning fee
Michael Macke Wealth 73 Jacksonville CFP Flat fee or retainer, Ongoing planning fee
Robert Dignan Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Robin Snell Nested Financial & Tax Planning Palm Harbor CFP, EA Flat fee or retainer
Ross Cutler We aim to be readily available to clients at all times. King Tide Advisors Stuart CFP Hourly, One-time planning fee
Ryan Rocuant Mutual Trust Advisory Group Estero CFP Percentage of assets, Flat fee or retainer
Scott Schatzle Mutual Trust Advisory Group Estero CFP Percentage of assets, Flat fee or retainer
Tom LeClaire Caliber Wealth Advisory Tampa CFP Percentage of assets, Fixed fees
Troy Lerche Davis Capital Management Jacksonville CFP Percentage of assets, Hourly
Aaron Pierce TrueVine Family Wealth Naples CFP Percentage of assets, Hourly
Allison Beckham Beckham Financial Miami CFP Percentage of assets, Flat fee or retainer
Brett Lozowski Life Planning Partners Jacksonville CFP Ongoing planning fee
Carol Dixon Your Planning Partner Palm Beach Gardens CFP Percentage of assets, Hourly
Carolyn McClanahan Life Planning Partners Jacksonville CFP Ongoing planning fee

Firms headquartered in Florida (570)

All 570 firms in Florida