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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
Blake Macklin Nesteggs Jacksonville Not listed Percentage of assets, Hourly
Brenda Ford CTF Financial Services Ocala Not listed Percentage of assets
Brent Hause Fortuna Investors Jupiter Not listed Percentage of assets, Hourly
Brett Freese Trustwell Financial Advisors Jacksonville Not listed Percentage of assets, Hourly
Brian Davis Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Brian Day Pelorus Financial Trinity Not listed Percentage of assets, Fixed fees
Brian Dumont Dumont Wealth Miami Not listed Percentage of assets, Hourly
Brian Duncanson Vero Strategic Yield Vero Beach Not listed Percentage of assets, Hourly
Brian Spatola Heron Equity Management Indialantic Not listed Percentage of assets, Hourly
Brian Ulch Aventail Wealth Management Winter Haven Not listed Percentage of assets, Hourly
Bryan Casale PSI Advisors Tampa Not listed Percentage of assets, Hourly
Cameron Cassedy Cassedy Financial Group Tampa Not listed Percentage of assets, Fixed fees
Carl Domino Carl Domino West Palm Beach Not listed Percentage of assets, Hourly
Carlos Hermida Cela Wealth Management Miami Not listed Percentage of assets, Fixed fees
Carlos Sacasa Borger Capital Management Apopka Not listed Percentage of assets, Hourly
Carol Mulcahy Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Chad Justice Collaborative Wealth Lake Mary Not listed Percentage of assets, Hourly
Charles Farrar Farrar Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Charles Woolston Salvus Wealth Management Jupiter Not listed Percentage of assets, Hourly
Chelsea Arb Dorman Financial Management, P.A. Maitland Not listed Percentage of assets, Fixed fees
Cherif Nahas NWK Group Stuart Not listed Percentage of assets, Fixed fees
Christia Roberts Christia LI Roberts Stuart Not listed Percentage of assets, Hourly
Christian Ramos MAR Wealth Management Services West Palm Beach Not listed Percentage of assets, Hourly
Christopher Cook Bria Capital Group Wesley Chapel Not listed Percentage of assets
Christopher Davis Hudson Value Partners Palm Beach Not listed Percentage of assets, Hourly
Christopher Johns Spark Wealth Advisors Jacksonville Not listed Percentage of assets, Fixed fees
Christopher Maxey Continuum Advisory Tampa Not listed Percentage of assets, Hourly
Christopher Nichols Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Christopher Pinder Pinder Financial Jupiter Not listed Percentage of assets
Cody Shoop Sulzberger Capital Advisors Miami Not listed Percentage of assets
Craig Meldahl Total Wealth Planning and Management Longboat Key Not listed Percentage of assets, Hourly
Cullen Duquette Noble Family Wealth Clearwater Not listed Percentage of assets
Dan Barker Veridos Capital Tamarac Not listed Percentage of assets, Hourly
Daniel Arbogast Arbogast Financial Advisors Melbourne Not listed Percentage of assets, Hourly
Daniel Diaz Finaccess Advisors Miami Not listed Percentage of assets, Fixed fees
Daniel Keller Luma Capital Naples Not listed Percentage of assets, Hourly
Daniel Stephen Servatus Capital Naples Not listed Percentage of assets, Fixed fees
David Barrett Baldwin Wealth Partners Hobe Sound Not listed Percentage of assets, Fixed fees
David Batman Batman Wealth Management Lake Mary Not listed Percentage of assets, Hourly
David Bush Private Client Advisor Group Palm City Not listed Percentage of assets, Hourly
David Carson Dtcarson Asset Management Tampa Not listed Percentage of assets, Hourly
David Harpool Avid Planning St. Petersburg Not listed Percentage of assets, Hourly
David Ralicki Ralicki Wealth Management & Trust Services Stuart Not listed Percentage of assets, Hourly
David Ralicki Ralicki Wealth Management & Trust Services Stuart Not listed Percentage of assets, Hourly
David Upchurch Headland Capital St. Augustine Not listed Percentage of assets, Hourly
David Wiley Firestone Capital Management South Miami Not listed Percentage of assets, Hourly
David Wilson Ongoing Wealth Management Key Largo Not listed Percentage of assets, Hourly
Dennis Coral Coral Wealth Management Miami Not listed Percentage of assets, Hourly
Dennis Park Epsilon Financial Group Naples Not listed Percentage of assets, Hourly
Dennis Tripp Prometheus Capital Management Orlando Not listed Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida