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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
Alberto Crespo Crespo Capital Jacksonville Not listed Percentage of assets, Hourly
Amilka Delgado Wisdom Planning Group Orlando CFP Percentage of assets, Fixed fees
Andrew Brady Brady Family Wealth Miami CFA Percentage of assets, Hourly
Andrew Hill Andrew Hill Investment Advisors Naples CFA Percentage of assets
Andrew Machata Semper Wealth Management Oviedo CFP Percentage of assets, Hourly
Anthony Wall Upper Left Wealth Management Tampa Not listed Percentage of assets
Arthur McKee McKee Investment Planning Clermont CFP Percentage of assets, Hourly
Becky Farrant Pacific Global Investment Management Company Ocoee CFP Percentage of assets, Hourly
Benjamin Hard Sara-Bay Financial Sarasota CFP Percentage of assets
Brianna Aviles Palisades Hudson Financial Group Fort Lauderdale CFP Percentage of assets, Fixed fees
Carlo Magno Santos-Ocampo High Net Worth Advisory Group Naples CFP Percentage of assets, Hourly
Caroline Petty Uprise Tampa CFP Hourly, Fixed fees
Chad Kunc CPK Wealth Management Fort Myers Not listed Percentage of assets
Charles Poe Grand Central Investment Group Tampa CFA Percentage of assets, Hourly
Christian Paterok Noesis Capital Management Boca Raton CFA Percentage of assets, Fixed fees
Christopher Connett Professional Advisory Services Vero Beach ChFC Percentage of assets
Christopher Nalley CS Advisors Boca Raton CFP Percentage of assets, Hourly
Christopher Ragain Sentinel Wealth & Tax Bonita Springs Not listed Ongoing planning fee
Dalton McIlrath Fortress Wealth Planning Jacksonville Beach CFP Percentage of assets, Fixed fees
Dana Lyon Capital Wise Advisory Wesley Chapel Not listed Percentage of assets
Daniel Hernandez Power Financial Partners Tampa CFP Percentage of assets, Hourly
David Cust Means Wealth Management Sarasota Not listed Percentage of assets, Flat fee or retainer
David Morgan High Net Worth Advisory Group Naples CFP Percentage of assets, Hourly
David Vigil Vigil Wealth Management Ponte Vedra Beach CFP Percentage of assets, Hourly
Derek Stross CORE Wealth Advisors Lakeland PFS Percentage of assets, Hourly
Diane Huntley Forza Wealth Management Sarasota CFA Percentage of assets, Hourly
Dianne Hively Hivest Financial Tampa Not listed Percentage of assets, Hourly
Dustin Rinaldi Rinaldi Wealth Management Bonita Springs CFP Percentage of assets, Hourly
Dustin Terry Clear Harbor Wealth Management Destin Not listed Percentage of assets, Hourly
Erik Margetts Prostatis Group Winter Park Not listed Percentage of assets, Hourly
Ethan Caldarelli Atlantic Edge Wealth Jacksonville Not listed Percentage of assets
Frank Mercer Southeast Asset Advisors Tallahassee CFP Percentage of assets, Hourly
Gary Steer OxenFree Financial Melbourne CFP Percentage of assets
Gerald Skalsky Clear Harbor Wealth Management Destin Not listed Percentage of assets, Hourly
Harley Evans Successful Portfolios Clearwater CFP, CFA Percentage of assets, Hourly
Howard Jordan High Net Worth Advisory Group Naples CFP Percentage of assets, Hourly
James Baccarini Aggregate Financial Services Navarre CFP Percentage of assets, Hourly
James Mills Sara-Bay Financial Sarasota CFP Percentage of assets
Jeffrey Nielson Avenues Wealth Winter Park CFP Percentage of assets, Hourly
John Harper Sagace Wealth St. Petersburg PFS Percentage of assets, Hourly
John Jones Wisdom Planning Group Orlando CFP Percentage of assets, Fixed fees
Jordan Bieber Professional Advisory Services Vero Beach ChFC Percentage of assets
Joseph Cefalu Downtown Wealth Studios Miami Not listed Percentage of assets, Fixed fees
Joshua Ali Fortress Wealth Planning Jacksonville Beach CFP, CFA Percentage of assets, Fixed fees
Joshua Angell Poinciana Advisors Group Palm Beach Gardens CFA Percentage of assets
Joshua Clifford Wealth Management Tallahassee CFP Percentage of assets
Kathleen Campbell Campbell Financial Partners Fort Myers Not listed Percentage of assets, One-time planning fee
Kenneth Auman Mariner Financial Group Palm Beach Gardens CFP Percentage of assets, Fixed fees
Kilburn Sherman Maclendon Wealth Management Jensen Beach PFS Percentage of assets, Hourly
Laleeta Hill Noesis Capital Management Boca Raton CFA Percentage of assets, Fixed fees

Firms headquartered in Florida (570)

All 570 firms in Florida