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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
Teresa Chan Goalfocus Financial Aventura CFP Percentage of assets, Hourly
Teresa Christensen Coats Financial Planning Dunnellon CFP Fixed fees
Thomas Graney Planning Alternatives Naples CFP Percentage of assets, Hourly
Thomas Lucas Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Thomas Oakes American Northwest Advisory Services Palm Beach Gardens CFP Percentage of assets, Hourly
Thomas Patricca TLP Financial Services Estero CFP Percentage of assets, Hourly
Thomas Ruggie Destiny Wealth Partners Tavares CFP, ChFC Percentage of assets, Hourly
Todd Schanel Core Wealth Management Jupiter CFP, CFA Percentage of assets, Hourly
Trent Meewes Seven Hills Financial Tallahassee CFP Percentage of assets, Hourly
Ulrike Bittenbinder Sapphire Wealth Consulting Ponte Vedra Beach CFP Percentage of assets, Fixed fees
Wesley Pruitt Pruitt Richmond Wealth Management Estero CFP Percentage of assets, Hourly
William Carambelas Alpha Omega Financial Bradenton CFP, ChFC Percentage of assets, Fixed fees
William Palmer Allegiance Wealth Management Orlando CFP, ChFC, PFS Percentage of assets, Hourly
William Tomes Total Wealth Planning and Management Ponte Vedra CFP Percentage of assets, Hourly
Yesenia Realejo Tobias Financial Advisors Plantation CFP Percentage of assets, Hourly
Aaron Skloff Skloff Financial Group Naples CFA Percentage of assets, Hourly
Alan Miller Cumulare Asset Management Hollywood CFA Percentage of assets, Hourly
Andres Aguilar Calvo Mmbg Investment Advisors Miami CFA Percentage of assets, Fixed fees
Angela Dyches CPA Investment Solutions Sarasota PFS Percentage of assets, Hourly
Brian Glas Noble Family Wealth Clearwater CFA Percentage of assets
Bruce Konners Envision Asset Management Plantation CFA Percentage of assets, Hourly
Carlos Carbonell Firestone Capital Management South Miami CFA Percentage of assets, Hourly
Charles Lewis Lewis Capital Management Naples CFA Percentage of assets
Christopher Cannon Firstrust Daytona Beach CFA Percentage of assets, Fixed fees
Christopher Revak Your-Financial-Lifeguard Bradenton PFS Percentage of assets, Hourly
Donald White Collaborative Wealth Stuart ChFC Percentage of assets, Hourly
Douglas Gusmus CPA Group Investment Management Panama City PFS Percentage of assets, Hourly
Duane Eatherly Sunrise Wealth Management Riverview CFA Percentage of assets, Hourly
Erik Popham Compound Family Offices Sarasota CFA Percentage of assets
George Rariden Rariden Investment Advisors Oviedo ChFC Percentage of assets, Hourly
Henry Hostetter 55 North Private Wealth Winter Park PFS Percentage of assets
Hugh Riley F&v Capital Management Boca Raton CFA Percentage of assets, Fixed fees
Jack Brown Aviance Capital Partners Naples CFA Percentage of assets, Fixed fees
James Clark Belleair Asset Management Belleair Bluffs PFS Percentage of assets, Fixed fees
Jeffrey Devine Compound Family Offices Sarasota CFA Percentage of assets
Jeffrey Mullens Compound Family Offices Sarasota CFA Percentage of assets
Joshua Geib Zuraw Financial Delray Beach PFS Percentage of assets, Hourly
Julie Kirkpatrick Lang Asset Management Indian Harbour Beach CFA Percentage of assets
Kyron Harold Spraker West Wealth Management Winter Park CFA Percentage of assets, Hourly
Louis Shinaman Destiny Wealth Partners Tavares ChFC Percentage of assets, Hourly
Mark Wichrowski 55 North Private Wealth Winter Park CFA Percentage of assets
Markian Ukrainskyj Covenant Asset Management Bradenton CFA Percentage of assets, Hourly
Matthew Blumberg Paraklete Financial Boca Raton PFS Fixed fees
Matthew Kaszel Castle Wealth Management Boynton Beach CFA Percentage of assets, Hourly
Michael Ackerman 55 North Private Wealth Winter Park CFA Percentage of assets
Michael Bradley Bradley & Company Private Wealth Management Coral Gables CFA Percentage of assets, Hourly
Michael Chapman Aviance Capital Partners Naples CFA Percentage of assets, Fixed fees
Michael McKee MAC Investment Management Saint Petersburg CFA Percentage of assets, Fixed fees
Michael Neill Marathon Financial Group Bradenton CFA Percentage of assets, Fixed fees
Michael Noce Olsen Family Financial St. Petersburg ChFC Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida