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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
Lawrence Jules 3edge Asset Management Naples Not listed Percentage of assets
Lawrence King King Wealth Management Group Bonita Springs Not listed Percentage of assets, Fixed fees
Leah Jenkins Sterling Wealth Advisors Plantation Not listed Percentage of assets, Hourly
Les Jepsen Jepsen Financial Sarasota Not listed Percentage of assets, Hourly
Lisa Grady-Strange Rivertree Advisors Winter Park Not listed Percentage of assets
Lucien Sanchez Wealth Management Services Sarasota Not listed Percentage of assets, Hourly
Mahesh Bhuta Bhuta Wealth Management Coral Springs Not listed Percentage of assets
Major Blair Bull & Bear Advisors Sarasota Not listed Percentage of assets
Manuel Navarro Ongoing Wealth Management Key Largo Not listed Percentage of assets, Hourly
Marco Berna VIM Wealth Management Coral Gables Not listed Percentage of assets, Hourly
Margaret Emmet Headland Capital Jacksonville Not listed Percentage of assets, Hourly
Margarita Fernandez Alhambra Investment Management Palmetto Bay Not listed Percentage of assets, Fixed fees
Marino Patrk Hudson Value Partners Palm Beach Not listed Percentage of assets, Hourly
Mark Bras American Financial Advisors Winter Park Not listed Percentage of assets, Hourly
Mark McCarthy CMC Financial Group Palm City Not listed Percentage of assets, Fixed fees
Mark Stratton Private Client Advisor Group Palm City Not listed Percentage of assets, Hourly
Marlyn Felsing Felsing Financial Orlando Not listed Not listed
Martin Braverman Veltria Advisors Miami Not listed Percentage of assets, Fixed fees
Mateo Botran Johanis Finaccess Advisors Miami Not listed Percentage of assets, Fixed fees
Matthew Bostwick LVZ Belleair Not listed Percentage of assets, Hourly
Matthew Dowling Newell Wealth Management Winter Garden Not listed Percentage of assets, Hourly
Matthew Harbert Instrumental Wealth Tampa Not listed Percentage of assets, Fixed fees
Matthew Haushalter American Harbour Wealth Management Orlando Not listed Percentage of assets, Hourly
Matthew Mills Continuum Advisory Tampa Not listed Percentage of assets, Hourly
Matthew Young Young Richard C & CO Naples Not listed Percentage of assets
Maurice Linton Eagle's Crest Advisors Orange City Not listed Percentage of assets, Hourly
Mauricio Pinto de Magalhaes Figa Capital Management LLC. Coral Gables Not listed Percentage of assets, Fixed fees
Megan Kelly Fifth SET Private Wealth Management Boynton Beach Not listed Percentage of assets, Hourly
Megan Kiziah Castle Wealth Management Boynton Beach Not listed Percentage of assets, Hourly
Michael D'Antonio Magna VIS Capital Gainesville Not listed Percentage of assets, Hourly
Michael Garcia Bria Capital Group Wesley Chapel Not listed Percentage of assets
Michael Osborne New Millennium Asset Management The Villages Not listed Percentage of assets, Hourly
Michael Ritger Fortuna Investors Jupiter Not listed Percentage of assets, Hourly
Michael Steele IMG Wealth Management Jacksonville Not listed Percentage of assets, Hourly
Michael Taylor Seren Wealth Advisors Fort Lauderdale Not listed Percentage of assets, Hourly
Mitchell Bruner Hurlburt Financial Lakeland Not listed Percentage of assets
Morgan Hatfield Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Natalia Rodriguez Thureos Asset Management Miami Not listed Percentage of assets, Hourly
Nathan Amos Davis Private Wealth Royal Palm Beach Not listed Percentage of assets, Hourly
Nathan Hanna Nathan G. Hanna Palm Harbor Not listed Percentage of assets, Hourly
Nicholas Christensen Ralicki Wealth Management & Trust Services Stuart Not listed Percentage of assets, Hourly
Nicholas Quinn Nesteggs Jacksonville Not listed Percentage of assets, Hourly
Nick Riscigno IMG Wealth Management Jacksonville Not listed Percentage of assets, Hourly
Nicole Mulea Covingtonalsina Jacksonville Not listed Percentage of assets, Hourly
Pasquale Antonetti Antonetti Capital Management Naples Not listed Percentage of assets, Hourly
Paul Ashcraft Ashcraft Wealth Advisors Auburndale Not listed Percentage of assets, Hourly
Paul Clay Copper Canyon Orlando Not listed Percentage of assets, Hourly
Paul Davis Hudson Value Partners Palm Beach Not listed Percentage of assets, Hourly
Paul Franson Ledgerplus Financial Services Davie Not listed Percentage of assets, Hourly
Paula Jewell Aviance Capital Partners Naples Not listed Percentage of assets, Fixed fees

Firms headquartered in Florida (570)

All 570 firms in Florida