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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
Jeremy Senterfitt CPA Group Investment Management Panama City Not listed Percentage of assets, Hourly
Jessica Bryan VIM Wealth Management Coral Gables Not listed Percentage of assets, Hourly
Jillian Martin O'Neil MOS Capital Ponte Vedra Beach Not listed Percentage of assets, Hourly
Jing Lin Aria Clermont Not listed Percentage of assets, Hourly
John Bauman QM Advisors Inlet Beach Not listed Percentage of assets, Hourly
John Browning Guardian Rock Wealth Investment Management Palm Springs Not listed Percentage of assets, Fixed fees
John Burke Total Wealth Planning and Management Ponte Vedra Not listed Percentage of assets, Hourly
John Campbell Aviance Capital Partners Naples Not listed Percentage of assets, Fixed fees
John Crocker Crocker Capital Cooper City Not listed Percentage of assets, Subscription
John Ginn Parable Wealth Advisors St Augustine Not listed Percentage of assets, Fixed fees
John Golden Golden Reed Wealth Management Ocala Not listed Percentage of assets, Hourly
John Grant Covingtonalsina Jacksonville Not listed Percentage of assets, Hourly
John Machonga Johnson Private Wealth Management Sarasota Not listed Percentage of assets, Fixed fees
John Mitchell CPA Synced Financial Tampa Not listed Percentage of assets, Fixed fees
John Patten MAR Wealth Management Services West Palm Beach Not listed Percentage of assets, Hourly
John Souther Souther Capital Management Jupiter Not listed Percentage of assets, Performance-based fees
John Tympanick Global Vision Financial Services Sarasota Not listed Percentage of assets, Hourly
Jon Lamonge Lamonge Capital Management Naples Not listed Percentage of assets
Jonathan Heise Forecast Financial Newberry Not listed Percentage of assets, Fixed fees
Jonathan Henrich Mozella Asset Management St. Petersburg Not listed Percentage of assets, Hourly
Jonathan Hermes Parable Wealth Advisors St Augustine Not listed Percentage of assets, Fixed fees
Jonathan Higgins Sterling Advisory Services Brandon Not listed Percentage of assets, Fixed fees
Jordan Arnold Instrumental Wealth Tampa Not listed Percentage of assets, Fixed fees
Jose Silva Silva Fiduciary Advisors Daytona Beach Not listed Percentage of assets, Hourly
Joseph Calhoun Alhambra Investment Management Palmetto Bay Not listed Percentage of assets, Fixed fees
Joseph Cruzan Cruzan & Associates Jupiter Not listed Percentage of assets
Joseph Dente Q3 Asset Management Tampa Not listed Percentage of assets, Hourly
Joseph Scarborough Retirement Management Systems Tampa Not listed Percentage of assets, Hourly
Joshua Scannell Future Path Financial Planning Niceville Not listed Percentage of assets, Subscription
Juan Gonzalez Altfest Personal Wealth Management Bay Harbor Island Not listed Percentage of assets, Hourly
Juan Perez Alhambra Investment Management Palmetto Bay Not listed Percentage of assets, Fixed fees
Judy Kehoe Kehoe Investment Services Deland Not listed Percentage of assets
Juergen Streng F&v Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Julian Dallas Legacy Wealth Advisors North Miami Beach Not listed Percentage of assets, Fixed fees
Julie Toelle Somerset Group Boca Grande Not listed Percentage of assets
Karen Curry Young Richard C & CO Naples Not listed Percentage of assets
Karen Premuto Campbell & Associates Winter Haven Not listed Percentage of assets, Hourly
Karin Mueller-Paris F&v Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Karl Krehbiel Krehbiel Financial Satellite Beach Not listed Percentage of assets, Hourly
Keith Finkelstein Marketstrats Cape Coral Not listed Percentage of assets, Hourly
Keith Storms Storms & Rowdon Financial Services Ormond Beach Not listed Percentage of assets, Hourly
Keith Ward Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Kenneth Sadler American Capital Management Venice Not listed Percentage of assets, Hourly
Kevin Ashcraft Ashcraft Wealth Advisors Auburndale Not listed Percentage of assets, Hourly
Kevin Cheezum Nesteggs Jacksonville Not listed Percentage of assets, Hourly
Kevin Hoffmann Horowitz & Company Fort Lauderdale Not listed Percentage of assets, Hourly
Kilian Kretschmer Finaccess Advisors Miami Not listed Percentage of assets, Fixed fees
Kim Mortensen Total Wealth Planning and Management Ponte Vedra Not listed Percentage of assets, Hourly
Kristina Bryn Compound Family Offices Sarasota Not listed Percentage of assets
Kyle Allen One DAY in July St. Petersburg Not listed Percentage of assets, Fixed fees

Firms headquartered in Florida (570)

All 570 firms in Florida