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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
Diego Luna Treasure Coast Financial Planning Vero Beach Not listed Percentage of assets, Hourly
Diego Martinez Finaccess Advisors Miami Not listed Percentage of assets, Fixed fees
Dirk Palmer Private Client Advisor Group Palm City Not listed Percentage of assets, Hourly
Don Williams Trustwell Financial Advisors Jacksonville Not listed Percentage of assets, Hourly
Donald Davey Disciplined Equity Management Neptune Beach Not listed Percentage of assets
Douglas Jones Collaborative Wealth Lake Mary Not listed Percentage of assets, Hourly
Douglas Petersen Amidon & Petersen Financials Fort Pierce Not listed Percentage of assets, Hourly
Dylan Quintilone Copper Canyon Orlando Not listed Percentage of assets, Hourly
Eduardo Ramos Freedom Advisory Ft. Lauderdale Not listed Percentage of assets, Fixed fees
Edward Huffman Huffman Financial Services Stuart Not listed Percentage of assets
Edward Zuraw Zuraw Financial Delray Beach Not listed Percentage of assets, Hourly
Elaine Hanna Personalized Financial Solutions Clearwater Not listed Percentage of assets, Fixed fees
Eliza Kwentus Destiny Wealth Partners Winter Park Not listed Percentage of assets, Hourly
Emina Palislamovic Nesteggs Jacksonville Not listed Percentage of assets, Hourly
Emma Larson Firestone Capital Management South Miami Not listed Percentage of assets, Hourly
Eric Lam Cassedy Financial Group Tampa Not listed Percentage of assets, Fixed fees
Eric Lewicki Kris Lewicki & Associates Coral Springs Not listed Percentage of assets, Hourly
Eric Odum Navigar Advisors Tampa Not listed Percentage of assets, Hourly
Evan Seagle HHM Wealth Advisors Pensacola Not listed Percentage of assets, Hourly
Federico Flom Methodica Investment Management Aventura Not listed Percentage of assets, Hourly
Firouz Farrokh Aria Clermont Not listed Percentage of assets, Hourly
Francisco Garcia Lozano Mmbg Investment Advisors Miami Not listed Percentage of assets, Fixed fees
Frank Pugliese Personal Financial Profiles Coral Springs Not listed Percentage of assets, Hourly
Frederick Lane Lane Generational Palm Beach Not listed Percentage of assets, Hourly
George Mallini Together Planning Gainesville Not listed Percentage of assets, Hourly
Gerald Fasanella Heron Equity Management Indialantic Not listed Percentage of assets, Hourly
Giovannie Topazio Bria Capital Group Palm Harbor Not listed Percentage of assets
Godwin Okolie Wintrice Money Advisors West Palm Beach Not listed Percentage of assets, Fixed fees
Graham Albright Collaborative Wealth Stuart Not listed Percentage of assets, Hourly
Gregory Bangma Silver Lake Advisory Partners Longboat Key Not listed Percentage of assets
Harry Orr ORR Financial Tampa Not listed Percentage of assets, Hourly
Hunter Sabety Octogone NA Miami Not listed Percentage of assets, Fixed fees
Irene Adelman Nesteggs Jacksonville Not listed Percentage of assets, Hourly
Jack Kennedy JB Meridian Advisors Clermont Not listed Percentage of assets, Hourly
Jack Monahan Elevation Wealth Partners West Palm Beach Not listed Percentage of assets
Jackson Leigh Allen Saber Asset Management West Palm Beach Not listed Percentage of assets, Fixed fees
Jacob Marriott Aptus Capital Advisors Naples Not listed Percentage of assets, Fixed fees
James Cable American Financial Advisors Winter Park Not listed Percentage of assets, Hourly
James Livingston Livingston Financial Planning Santa Rosa Beach Not listed Hourly, Fixed fees
James Sewell Green Vista Asset Management Winter Park Not listed Percentage of assets, Hourly
Jaren Holmes Collaborative Wealth Lake Mary Not listed Percentage of assets, Hourly
Jason Kaplan Neptune Wealth St. Petersburg Not listed Percentage of assets, Hourly
Jason Sampson Atlas Private Wealth Advisors Tampa Not listed Percentage of assets, Hourly
Jean Masse Jean Pierre Masse Venice Not listed Percentage of assets, Hourly
Jeffrey Johnson Seven Hills Financial Tallahassee Not listed Percentage of assets, Hourly
Jeffrey Moss Moss & Company, P.A. Maitland Not listed Percentage of assets
Jeffrey Rehm Legacy Wealth Advisors West Palm Beach Not listed Percentage of assets, Fixed fees
Jenna Kozodoy Freedom Family Office Jupiter Not listed Percentage of assets, Hourly
Jeremy Brinkmeier Common Cents Wealth Management Pembroke Pines Not listed Percentage of assets, Hourly
Jeremy Gassman Gassman Financial Punta Gorda Not listed Percentage of assets

Firms headquartered in Florida (570)

All 570 firms in Florida