W Wellspent Public advisor graph
Get matched
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
Pierre-Emmanuel Jouve InsuraWealth Tampa CFP Percentage of assets, Ongoing planning fee
Sean Guldi B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Stephan Zehner Atticus Wealth Management Palm Beach Gardens CFP Percentage of assets
Tanner Merritt Keen Capital Jacksonville CFP Percentage of assets, Hourly
William Losey Bill Losey Retirement Solutions The Villages CFP Percentage of assets
Abraham Amador-Lindner Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Alexandra Demosthenes Boca Wealth Advisors Boca Raton CFP Percentage of assets, Fixed fees
Andrew Hicks Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Arthur Canter Boca Wealth Advisors Boca Raton CFP Percentage of assets, Fixed fees
Barbara Nooney Flavin, Nooney & Person Melbourne CFP, PFS Percentage of assets, Hourly
Benjamin Greenman CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Blair Shein Compass Financial Group Deerfield Beach CFP, CFA Percentage of assets, Hourly
Bradley Lacore Cogent Private Wealth Orlando CFP Percentage of assets, Fixed fees
Cheri Franklin Clarity Capital Advisors Lakewood Ranch CFP Flat fee or retainer, Ongoing planning fee
Cheryl Deknatel Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Chris Parker Parker Financial Planning Bradenton CFP Percentage of assets, Ongoing planning fee
Christoper Steele Professional Advisory Services Vero Beach CFP Percentage of assets
David Bennett Unify Financial Advisors Clearwater CFP Percentage of assets, Hourly
Diana Kahn The Financial Pharmacist Aventura CFP Flat fee or retainer
Elaine King Fuentes Family and Money Matters Coral Gables CFP Ongoing planning fee
Federico Londono Castillo Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Harold Carmean Creative Wealth Management Punta Gorda Not listed Percentage of assets, Ongoing planning fee
Ivan Hernandez Omnia Family Wealth Aventura CFP Percentage of assets, Fixed fees
Jacob Carris Jake Carris Financial Planning Orlando CFP, CFA Percentage of assets, Flat fee or retainer
James Eppes Eppes Wealth Management Satellite Beach CFP One-time planning fee, Flat fee or retainer
Jay Franklin Clarity Capital Advisors Lakewood Ranch CFP, CFA Flat fee or retainer, Ongoing planning fee
Jay Freeberg Onyx Bridge Wealth Group Boca Raton CFP Percentage of assets, Hourly
Jay Shein Compass Financial Group Deerfield Beach CFP Percentage of assets, Hourly
Jeremy Goldberg Professional Advisory Services Vero Beach CFP, CFA Percentage of assets
Kelly Meinders Professional Advisory Services Vero Beach CFP Percentage of assets
Kenneth Klegon William Mack & Associates Punta Gorda CFP Percentage of assets, Ongoing planning fee
Linda Smith William Mack & Associates Treasure Island CFP Percentage of assets, Ongoing planning fee
Margaret Bilby Gen² Advisors Maitland CFP Percentage of assets, Fixed fees
Mario Payne TOAMS Financial Jacksonville CFP Percentage of assets, Fixed fees
Marisol Andreoni Utopia Wealth Management Coconut Creek Not listed Percentage of assets, Hourly
Matthew Cochran Atlantic Edge Wealth Jacksonville CFA Percentage of assets
Matthew Dellovo BFA Wealth Management Delray Beach Not listed Percentage of assets, Flat fee or retainer
Matthew Treskovich Flavin, Nooney & Person Melbourne CFP, PFS, CFA Percentage of assets, Hourly
Michael Demassa Forza Wealth Management Sarasota CFP, CFA Percentage of assets, Hourly
Michael Dixon Your Planning Partner Palm Beach Gardens PFS Percentage of assets, Hourly
Michael Ehlenbeck CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Michael Wagner Omnia Family Wealth Aventura CFP Percentage of assets, Fixed fees
Nathan Dunham CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Nelson Greene Highline Private Wealth Jacksonville CFP Percentage of assets
Nicholas Dawson New Perspective Wealth Management St. Petersburg CFP Percentage of assets, Hourly
Nicolaas Letschert Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Stephen Santangelo Matriarch Wealth Management Miami CFA Percentage of assets, Hourly
Thomas Flavin Flavin, Nooney & Person Melbourne CFP, PFS Percentage of assets, Hourly
Timothy Videnka Forza Wealth Management Sarasota CFP, CFA Percentage of assets, Hourly
Tyler Chacon Chacon Diaz & Di Virgilio Wealth Management Gainesville CFP Percentage of assets, One-time planning fee

Firms headquartered in Florida (570)

All 570 firms in Florida