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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
Peter Bower Riverplace Capital Management Jacksonville Not listed Percentage of assets
Peter Culver Freedom Family Office Jupiter Not listed Percentage of assets, Hourly
Peter Freidel Salvus Wealth Management Jacksonville Not listed Percentage of assets, Hourly
Peter Giacona JB Meridian Advisors Clermont Not listed Percentage of assets, Hourly
Peter Mataras Alphaq Advisors Winter Park Not listed Percentage of assets, Hourly
Philippe Khouri PIP Capital & Consulting Delray Beach Not listed Percentage of assets, Performance-based fees
Rafael Garcia Veltria Advisors Miami Not listed Percentage of assets, Fixed fees
Rakesh Khilnani GOI Miami Not listed Percentage of assets
Rand Robinson Advanced Math Investing Margate Not listed Percentage of assets
Randall McCuen Jeppson Wealth Management Inlet Beach Not listed Percentage of assets, Fixed fees
Raul Elizalde Path Financial Sarasota Not listed Percentage of assets, Fixed fees
Reid Winder Total Wealth Planning and Management Ponte Vedra Not listed Percentage of assets, Hourly
Richard Pigott The Money Guys New Port Richey, Not listed Percentage of assets, Fixed fees
Rita Medaglio-Barrera BMR Global Wealth Management Group Melbourne Not listed Percentage of assets, Hourly
Robert Campbell Campbell & Associates Haines City Not listed Percentage of assets, Hourly
Robert Guiterman Sealex Advisory Tampa Not listed Percentage of assets, Fixed fees
Robert Hall Hall Capital Management Company Amelia Island Not listed Percentage of assets, Hourly
Robert Hallock Storms & Rowdon Financial Services Ormond Beach Not listed Percentage of assets, Hourly
Robert Johnston Antonetti Capital Management St. Petersburg Not listed Percentage of assets, Hourly
Robert Parsons Parsons Capital Management Hobe Sound Not listed Percentage of assets, Hourly
Roger Thompson Private Client Services Group Ocala Not listed Percentage of assets, Hourly
Roger Toelke Dobson Street Winter Park Not listed Percentage of assets, Hourly
Ronald Hopper Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Ronald Loyo Expressive Wealth Orlando Not listed Percentage of assets, Hourly
Ronna Cohen Silver Lake Advisory Partners Longboat Key Not listed Percentage of assets
Rory Carney Hygge Advisors St. Petersburg Not listed Percentage of assets, Fixed fees
Russell Colbert Royal Palm Investment Advisors Longwood Not listed Percentage of assets, Hourly
Ruth Mullen Parsons Capital Management Hobe Sound Not listed Percentage of assets, Hourly
Ryan Dunlap Wealthbridge Capital Management Englewood Not listed Percentage of assets, Hourly
Ryan Fink Treasure Coast Financial Planning Vero Beach Not listed Percentage of assets, Hourly
Ryan Wolpert Gateway Capital Management Parkland Not listed Percentage of assets, Hourly
Samuel Munhollon Total Wealth Planning and Management Ponte Vedra Not listed Percentage of assets, Hourly
Sandra Nesbit Noble Family Wealth Clearwater Not listed Percentage of assets
Santiago Arbelaez PVG Asset Management Miami Not listed Percentage of assets
Sarah Haizlip Summit Asset Management Pensacola Beach Not listed Percentage of assets, Hourly
Savannah Sevor PSI Advisors Tampa Not listed Percentage of assets, Hourly
Scott Cavanaugh Strive Retirement Group Daytona Beach Not listed Percentage of assets, Hourly
Scott Klaassen Turner Financial Group Pace Not listed Percentage of assets, Hourly
Scott Perron SD Perron & CO. Investment Services Hypoluxo Not listed Percentage of assets, Hourly
Scott Worley Castle Wealth Management Boynton Beach Not listed Percentage of assets, Hourly
Sean Blanding Belleair Asset Management Belleair Bluffs Not listed Percentage of assets, Fixed fees
Serge D'Adesky Northstar Strategic Investments Ormond Beach Not listed Percentage of assets, Hourly
Shawn Clark Continuum Advisory Tampa Not listed Percentage of assets, Hourly
Sherman Steele Steele Asset Management Fort Lauderdale Not listed Percentage of assets, Hourly
Sol Villalobos Cela Wealth Management Miami Not listed Percentage of assets, Fixed fees
Stephanie Farrar Integrity Financial Strategies Palmetto Not listed Percentage of assets, Hourly
Stephen Brennan Alhambra Investment Management Palmetto Bay Not listed Percentage of assets, Fixed fees
Stephen Cucchiaro 3edge Asset Management Naples Not listed Percentage of assets
Stephen Quinn Nesteggs Jacksonville Not listed Percentage of assets, Hourly
Stephen Schultz Bastion Fiduciary Islamorada Not listed Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida