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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
Sterling Barrett Sterling Wealth Advisors Plantation Not listed Percentage of assets, Hourly
Sterling Jasper Sterling Advisory Services Valrico Not listed Percentage of assets, Fixed fees
Steven Lebens Lebens Advisory Group Naples Not listed Percentage of assets, Fixed fees
Summer Dorn Fairway Financial Casselberry Not listed Percentage of assets, Fixed fees
Syed Rizvi Alphaq Advisors Winter Park Not listed Percentage of assets, Hourly
Tanner Doudna Trustwell Financial Advisors Jacksonville Not listed Percentage of assets, Hourly
Terek Wilson Peak Financial Planning Coral Springs Not listed Percentage of assets, Fixed fees
Theodore Rich Rivertree Advisors Winter Park Not listed Percentage of assets
Thomas Cassedy Cassedy Financial Group Tampa Not listed Percentage of assets, Fixed fees
Thomas Crutchfield Waypoints Financial Sebring Not listed Percentage of assets, Hourly
Thomas Eddy T.L. Eddy Financial Services Clearwater Not listed Percentage of assets
Thomas Longman Longman Wealthcare Management Miami Not listed Percentage of assets, Hourly
Timothy McIntosh Visionary Horizons Tampa Not listed Percentage of assets, Hourly
Todd Seymour Personalized Financial Solutions Clearwater Not listed Percentage of assets, Fixed fees
Tracey Devine Saratoga Research & Investment Management Ponte Vedra Not listed Percentage of assets
Tracey Labrecque Planning Alternatives Naples Not listed Percentage of assets, Hourly
Trevor Odom Armada Advisors Pensacola Not listed Percentage of assets, Hourly
Tyler Dodson Destiny Wealth Partners Jacksonville Not listed Percentage of assets, Hourly
Tyler Jones Financial Life Designs Lake Mary Not listed Percentage of assets, Hourly
Undre Griggs Obsidian Wisdom Fleming Island Not listed Percentage of assets, Hourly
Vedant Mimani Fortuna Investors Jupiter Not listed Percentage of assets, Hourly
Victor Divietro Waypoints Financial Sebring Not listed Percentage of assets, Hourly
Vonnell Martinez VIM Wealth Management Coral Gables Not listed Percentage of assets, Hourly
Wade Rowdon Storms & Rowdon Financial Services Ormond Beach Not listed Percentage of assets, Hourly
Walter Manhart F&v Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Wesley Odom Armada Advisors Pensacola Not listed Percentage of assets, Hourly
William Blanken Blanken Management Freeport Not listed Percentage of assets, Hourly
William Johnston Isgam Us West Palm Beach Not listed Percentage of assets, Hourly
William Kearney Firstrust Daytona Beach Not listed Percentage of assets, Fixed fees
William Moore MOS Capital Ponte Vedra Beach Not listed Percentage of assets, Hourly
William Santillo Total Wealth Planning and Management Ponte Vedra Not listed Percentage of assets, Hourly
Yale Walker PSI Advisors St Petersburg Not listed Percentage of assets, Hourly
Zachary Longman Longman Wealthcare Management Miami Not listed Percentage of assets, Hourly
Zachary Wolfson Wolfson Private Wealth Ft. Lauderdale Not listed Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida