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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
Tyler Heckman Flavin, Nooney & Person Melbourne CFP Percentage of assets, Hourly
Valerie Lasher-Adelman William Howard & Co. Financial Advisors Boca Raton CFP Percentage of assets, Hourly
Alexis Hongamen Total Financial Planning Orlando CFP Hourly
Anastasiya Kolodiy Highland Investment Advisors Ponte Vedra Not listed Percentage of assets, Fixed fees
Angela Moore Fruitful Orlando CFP Percentage of assets, Ongoing planning fee
Blake Flanders Momentum Wealth Planning Estero CFP Percentage of assets
Brian Timm Global Financial Private Client Sarasota CFP Percentage of assets, Hourly
Carlos Celaya Celaya Wealth Management Miami CFP Percentage of assets, Flat fee or retainer
Charles Kerwood Waller Financial Planning Group Naples CFP, ChFC Percentage of assets, Hourly
Craig Chuang Heritage Investment Group Pompano Beach CFP, CFA Percentage of assets
David Teas Heritage Investment Group Pompano Beach CFP, CFA Percentage of assets
Derek Hartman Global Financial Private Client Sarasota CFP Percentage of assets, Hourly
Derek Notman Intrepid Wealth Partners Melbourne Beach CFP, ChFC Percentage of assets
Diane Macphee Comprehensive Money Management Services Coral Gables CFP One-time planning fee
Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. The World Changers Miami Not listed Percentage of assets, Subscription
Frederick Maclean Heritage Investment Group Pompano Beach CFP, CFA Percentage of assets
Frederick Maclean, Jr. Heritage Investment Group Pompano Beach CFP, CFA Percentage of assets
Geoffrey Frazier Global Financial Private Client Sarasota CFP, ChFC Percentage of assets, Hourly
Henry Gibson-Garcia G4 Financial Planning Orlando CFP One-time planning fee
Jeff Realejo Heritage Investment Group Pompano Beach CFP Percentage of assets
Jeffrey Camarda Camarda Wealth Advisory Group Fleming Island CFA Percentage of assets, Hourly
John Dougherty Dougherty Investment Advisors Spring Hill Not listed Percentage of assets, Hourly
John Leeming JL Bainbridge Sarasota CFP Percentage of assets
Jonathan Davis One Day Wealth Management Ocala CFP, ChFC, CFA Percentage of assets
Joshua Andrews Thistle Wealth Management Maitland CFP Percentage of assets, Ongoing planning fee
Julie Betoni Ignite Financial Ponte Vedra Beach CFP Percentage of assets, Fixed fees
Julio Lopez-Brito Sensible Money Miami CFP Percentage of assets, Fixed fees
Justin Ellsesser Matthias Winter Park CFA Percentage of assets, Hourly
Kevin Jordan Greater Gifts Family Office Fort Myers CFP Percentage of assets, Hourly
Matthew Becker Fruitful Gulf Breeze CFP Percentage of assets, Ongoing planning fee
Maximilian Neumayer Formation Wealth Management Ponte Vedra Beach CFP Percentage of assets, Hourly
Michael Soroudi DAiM Palm Beach Gardens CFA Percentage of assets, Hourly
Nicklaus Mattingly Heritage Investment Group Tampa CFP Percentage of assets
Oscar Vives Ortiz Sensible Money Riverview CFP, PFS Percentage of assets, Fixed fees
Patrick Manconi Dougherty Investment Advisors Spring Hill Not listed Percentage of assets, Hourly
Paul Bush Steadfast Financial Services Green Cove Springs Not listed Percentage of assets, Ongoing planning fee
Pedro Gomez Brickell Financial Group Miami CFP Percentage of assets, Hourly
Ronald Cantlay Financial Independence Advisors Deland CFP Percentage of assets
Seann Dougherty Dougherty Investment Advisors Spring Hill Not listed Percentage of assets, Hourly
Stephen Fedak Global Financial Private Client Sarasota CFP Percentage of assets, Hourly
Steven Wotovich Lighthouse Financial Saint Petersburg CFP, CFA Percentage of assets, Hourly
Theodore Zamerski Prosperity Path Advisers Vero Beach PFS, CFA Percentage of assets, Hourly
Thomas DaMour Davis Capital Management Jacksonville Not listed Percentage of assets, Hourly
Thomas Knightly American Family Legacy Group Clearwater CFP, ChFC Percentage of assets, Hourly
Todd Macke Greater Gifts Family Office Fort Myers CFP Percentage of assets, Hourly
Troy Davis Davis Capital Management Jacksonville Not listed Percentage of assets, Hourly
Vincent Otterbein Colorado Capital Management Sarasota CFP Percentage of assets
William Hammond TechView Wealth Advisors St. Petersburg Not listed Percentage of assets
William Morrison Highland Investment Advisors Ponte Vedra Not listed Percentage of assets, Fixed fees
William Neubauer Comprehensive Money Management Services Coral Gables CFP One-time planning fee

Firms headquartered in Florida (570)

All 570 firms in Florida