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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
Paul Bedinghaus Bedinghaus Financial Group Clearwater PFS Percentage of assets
Richard Alley Stronghold Wealth Management Tampa CFA Percentage of assets
Robert Braglia American Financial & Tax Strategies Fort Lauderdale ChFC Percentage of assets, Hourly
Robert Hurlburt Hurlburt Financial Lakeland PFS Percentage of assets
Robert Lang Lang Asset Management Indian Harbour Beach CFA Percentage of assets
Roberto Alvarez Finaccess Advisors Miami CFA Percentage of assets, Fixed fees
Ryan Layton Emeraldspark Investments Winter Haven CFA Percentage of assets
Scott Gurr Compound Family Offices Sarasota PFS Percentage of assets
Sean Abbey Vail Valley Asset Management Jupiter CFA Percentage of assets
Sean Pendray Merited Wealth North Bay Village ChFC Percentage of assets, Hourly
Sean Preston Firestone Capital Management South Miami CFA Percentage of assets, Hourly
Steven Seager 55 North Private Wealth Winter Park CFA Percentage of assets
Thavaselan Subramaniam Turner Financial Group Pace ChFC Percentage of assets, Hourly
Thomas Haggerty Parable Wealth Advisors St Augustine CFA Percentage of assets, Fixed fees
Tiffany King Symphony Financial Team Lake Mary ChFC Hourly, Fixed fees
Tonia Peasley C.L. Sheldon & Company Saint Augustine ChFC Hourly, Fixed fees
Tyler Corn Headland Capital Jacksonville CFA Percentage of assets, Hourly
Tyler Pullen Pullen Investment Management Bradenton CFA Percentage of assets, Fixed fees
William Estes Biltmore Family Office Orlando CFA Percentage of assets, Fixed fees
William Mertes American Financial Advisors Winter Park CFA Percentage of assets, Hourly
William Reed Golden Reed Wealth Management Ocala CFA Percentage of assets, Hourly
Zaheer Edoo Cardinal Advisers Miami CFA Percentage of assets, Hourly
Alan Belanger Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Alejandro Grillo Azzendo Wealth Advisors Coral Gables Not listed Percentage of assets, Hourly
Alex Silberwasser Bacal Veltria Advisors Miami Not listed Percentage of assets, Fixed fees
Alexander Alonso Cast Member Financial Tampa Not listed Percentage of assets, Hourly
Alexander Bras American Financial Advisors Winter Park Not listed Percentage of assets, Hourly
Alexander Bublick Coral Wealth Management Miami Not listed Percentage of assets, Hourly
Alexander Byfield Arkhe Wealth Management Miami Not listed Percentage of assets, Hourly
Alexander Crevi Aviance Capital Partners Naples Not listed Percentage of assets, Fixed fees
Alexander Jenkins Nesteggs Jacksonville Not listed Percentage of assets, Hourly
Alexandra Valdes Azzendo Wealth Advisors Coral Gables Not listed Percentage of assets, Hourly
Alexandre Camargo Da Silva Finaccess Advisors Miami Not listed Percentage of assets, Fixed fees
Allen Butler Pullen Investment Management Bradenton Not listed Percentage of assets, Fixed fees
Allison Young Young Richard C & CO Naples Not listed Percentage of assets
Amrish Bhuta Bhuta Wealth Management Coral Springs Not listed Percentage of assets
Amy Evans Young Richard C & CO Naples Not listed Percentage of assets
Amy Gausz Portfolio Design Services Orlando Not listed Percentage of assets, Hourly
Andrea Bernard Structure Wealth Management Tampa Not listed Percentage of assets, Hourly
Andres Ortiz IQ Portfolios Windermere Not listed Percentage of assets, Fixed fees
Andrew Acosta Acosta Capital Advisors Hollywood Not listed Percentage of assets, Fixed fees
Andrew Estevez Finaccess Advisors Miami Not listed Percentage of assets, Fixed fees
Andrew Little Isgam Us West Palm Beach Not listed Percentage of assets, Hourly
Angela Johnson Treasure Coast Financial Planning Vero Beach Not listed Percentage of assets, Hourly
Anibal Hernandez Green Musa Capital Fort Lauderdale Not listed Percentage of assets, Hourly
Annette Campos Riverplace Capital Management Jacksonville Not listed Percentage of assets
Ariana Sher GOI Miami Not listed Percentage of assets
Ashley Koed 3edge Asset Management Naples Not listed Percentage of assets
Benjamin Sullivan Collaborative Wealth Lake Mary Not listed Percentage of assets, Hourly
Bernard LeFils Lefils Wealth Management Orange City Not listed Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida