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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
Michael Mainland Mainland Financial Sarasota CFP Percentage of assets, Hourly
Michael Salmon Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Michael Tringali Fee-Only Financial Advisors Beverly Hills CFP, PFS Percentage of assets, Hourly
Michelle Barron River City Wealth Management Jacksonville CFP Percentage of assets, Hourly
Michelle Soto Biltmore Family Office Orlando CFP, PFS Percentage of assets, Fixed fees
Mitchel Faulkner Destiny Wealth Partners Tavares CFP Percentage of assets, Hourly
Nathalie Cote Veridos Capital Tamarac CFP Percentage of assets, Hourly
Nathan Edwards IMG Wealth Management Jacksonville CFP, CFA Percentage of assets, Hourly
Nathaniel Goldenberg Nextwave Advisors Lithia CFP Percentage of assets, Hourly
Nick Edwards IMG Wealth Management Jacksonville CFP Percentage of assets, Hourly
Nicole Savage Wild Iris Financial St. Petersburg CFP Percentage of assets, Hourly
Nina Sukholenko F&v Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Noah Hankin Foundry Financial Fort Lauderdale CFP Percentage of assets, Fixed fees
Paul Auslander Seabridge Investment Advisors Belleair CFP Percentage of assets, Fixed fees
Paul Turco Bull & Bear Advisors Sarasota CFP Percentage of assets
Penny Digiovanna Financial Planning by Design Indian Harbour Beach CFP Percentage of assets, Hourly
Peri Aptaker Baldwin Wealth Partners Bradenton CFP, PFS Percentage of assets, Fixed fees
Randy Smith Fairway Financial Casselberry CFP Percentage of assets, Fixed fees
Rebecca Newton Financial Journey Pensacola CFP Percentage of assets, Hourly
Richard Allison Marian Financial Services St. Johns CFP Percentage of assets, Hourly
Richard O'Hara Lake Street Palm City CFP Percentage of assets, Hourly
Robert Clark Destiny Wealth Partners Tavares CFP Percentage of assets, Hourly
Robert Crouch Crouch Investment Group Port Charlotte CFP Percentage of assets
Robert Darrow Strive Retirement Group Daytona Beach CFP Percentage of assets, Hourly
Robert Dufresne Planned Financial Security Haines City CFP Percentage of assets
Robert Dunn Servatus Capital Naples CFP Percentage of assets, Fixed fees
Robert Liggero Financial Prescriptions Atlantic Beach CFP Percentage of assets, Hourly
Robert O'Quinn Salvus Wealth Management Jacksonville CFP Percentage of assets, Hourly
Robert Rall Rall Capital Management Merritt Island CFP Percentage of assets, Fixed fees
Roman Pinsky RMP Financial Weston CFP Percentage of assets, Hourly
Roman Spear Cambria Wealth Management Sarasota CFP Percentage of assets, Fixed fees
Ronald Tamayo Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Rubina Hossain Meira Wealth Coral Gables CFP Percentage of assets, Hourly
Ryan Osborne Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Sean O'Higgins Ohiggins Asset Management Miami Beach CFP Percentage of assets, Fixed fees
Sebastian Lafontaine Hoskin Capital Homestead CFP Hourly, Fixed fees
Sergio Mariaca Mariaca Wealth Management Wellington CFP Percentage of assets
Shane Scott Turner Financial Group Pace CFP Percentage of assets, Hourly
Stefan Revelo Curio Wealth Hallandale Beach CFP Percentage of assets, Hourly
Stephanie Campos Campos Financial Miami CFP Percentage of assets, Hourly
Stephen Csenge Seabridge Investment Advisors Largo CFP Percentage of assets, Fixed fees
Stephen Curley 55 North Private Wealth Winter Park CFP, CFA Percentage of assets
Stephen Lee Equistar Wealth Management Maitland CFP Percentage of assets, Hourly
Stephen Overstreet Financial Planning Office of Stephen Overstreet, P.A. Winter Park CFP Percentage of assets, Hourly
Stephen Scott Abacus Planning Group Brandon CFP Percentage of assets, Hourly
Stephen Taylor Merited Wealth North Bay Village CFP Percentage of assets, Hourly
Steven Gattuso Courier Capital Sarasota CFP, CFA Percentage of assets, Fixed fees
Steven Van Wie Strivus Wealth Partners Jacksonville Beach CFP Percentage of assets, Hourly
Talha Syed Stonewealth Advisors Coral Gables CFP Percentage of assets, Hourly
Tatiana Olsak Crafted Wealth Management Miami CFP Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida