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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
Dale Hershman Hourly or ongoing investment advice on biotech, healthcare and dividend stocks for FIRE seekers, expats and entrepreneurs. Sick Advisory Services Boca Raton Not listed Subscription, One-time planning fee
Elizabeth McCollum Prosperity Financial Planning Celebration CFP Flat fee or retainer, Ongoing planning fee
Eric Felty Equity Advisors of Kentucky St Pete Beach CFP Percentage of assets
Harlan Freeman BrightPath Financial Deerfield Beach CFP, CFA Percentage of assets, Hourly
Ivan Mendoza Mendoza Private Wealth North Miami CFP, ChFC, CFA Percentage of assets, Hourly
James Belliston Tanara Wealth Management St. Augustine CFP Percentage of assets, Hourly
James Moore Campbell Financial Partners Bradenton CFP Percentage of assets, One-time planning fee
Jeffery Albaneze Atlantic Edge Wealth Jacksonville CFP Percentage of assets
John Dewitt Lakeshore Advisors Fort Lauderdale CFP Percentage of assets
Jordi Bakovic-Quiroga TQM Wealth Partners St. Augustine CFP Percentage of assets, Hourly
Katarzyna Marczyk Anchor Wealth Management Group West Palm Beach CFP Percentage of assets, Hourly
Pamela Bergeson Tailwind Financial Planning Madeira Beach CFP Ongoing planning fee, One-time planning fee
Randy Kurtz Upper Left Wealth Management Tampa CFP Percentage of assets
Stephen Sanders Life Planning Partners Jacksonville CFP Ongoing planning fee
Thomas Gruber AMG Wealth Management Land O Lakes PFS Percentage of assets, Ongoing planning fee
Adam Drake Highland Investment Advisors Ponte Vedra CFA Percentage of assets, Fixed fees
Adam Oerther B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Alek Wyatt Gryphon Wealth Jacksonville CFP Percentage of assets
Allan Cohen B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Anna Wunderlich Camarda Wealth Advisory Group Fleming Island CFP Percentage of assets, Hourly
Ansley Nicholson B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Benjamin Hein OAC Capital Advisors Miami Beach CFP, CFA Percentage of assets, Hourly
Bethany Evans Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
Brian Pope Pope Wealth Management Lakewood Ranch CFP Percentage of assets
Brian Rezny Rezny Wealth Management Fort Myers CFP Percentage of assets
Charles Meeks Meeks Capital Winter Park CFP Percentage of assets
Charles Wood Cardea Capital Advisors Vero Beach CFP Percentage of assets, Fixed fees
Colin Arnold Atticus Wealth Management Palm Beach Gardens CFP Percentage of assets
David Jacoby Remote Financial Planner Palm Beach Gardens CFP, CFA Ongoing planning fee
Genevieve George Pelican Financial Planning & Wealth Jupiter CFP Percentage of assets, Fixed fees
George Kiraly LodeStar Naples CFP Percentage of assets, Hourly
Hillary Knotts Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
Jamel Gordon Rose Capital Advisors Miami Beach CFP Percentage of assets, Hourly
James Johnson Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
Jason Hyrne Gryphon Wealth Jacksonville CFP Percentage of assets
Jeffrey Hoang Paulson Wealth Management West Palm Beach CFP Percentage of assets, Hourly
John Cunningham Reality Financial Planning Services Sarasota CFP Percentage of assets, Hourly
Jonathan Bottaro B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Jose Martin LifeCraft Wealth Sunrise CFP Percentage of assets
Joseph Fernandez Invenio Wealth Partners Coral Gables CFP Percentage of assets, Hourly
Joseph Kirby Gryphon Wealth Jacksonville CFP Percentage of assets
Joseph Smith StillBlue Financial Partners Jacksonville CFP Percentage of assets, Hourly
Ljubisa Vrcelj Camarda Wealth Advisory Group Fleming Island CFP Percentage of assets, Hourly
Manan Patel Ample Wealth Partners Saint Cloud CFP Percentage of assets, Fixed fees
Marguerite Cook Rothschild Capital Partners Hollywood CFP Percentage of assets, Hourly
Matthew Michaels Fidelis Capital Tampa CFP Percentage of assets, Fixed fees
Matthew Riggins Mash Financial Planning Jacksonville CFP Percentage of assets, One-time planning fee
Melissa Montalvo Atticus Wealth Management Palm Beach Gardens CFP, ChFC Percentage of assets
Michael Stanton Alpine Private Wealth Santa Rosa Beach CFP Percentage of assets
Nicholas Gyeszat Reality Financial Planning Services Sarasota CFP Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida