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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
Larry Elkin Palisades Hudson Financial Group Fort Lauderdale CFP Percentage of assets, Fixed fees
Lauren Desmarteaux Preserve Private Wealth Port St. Lucie Not listed Percentage of assets, Fixed fees
Marshall Gilman Onyx Bridge Wealth Group Port St. Lucie ChFC Percentage of assets, Hourly
Melinda Kibler Palisades Hudson Financial Group Fort Lauderdale CFP Percentage of assets, Fixed fees
Michael Ellis Steelhead Wealth Management Naples Not listed Percentage of assets, Fixed fees
Michael Scott CORE Wealth Advisors Lakeland CFA Percentage of assets, Hourly
Nicholas Carman Clear Harbor Wealth Management Destin Not listed Percentage of assets, Hourly
Paul Babij Sundial Wealth Delray Beach CFA Percentage of assets, Hourly
Paul Means Means Wealth Management Venice Not listed Percentage of assets, Flat fee or retainer
Regan Flaherty ProAthlete Wealth Management Boca Raton CFP Percentage of assets
Richard Harris Aspire Growth Partners Miromar Lakes CFA Percentage of assets, Hourly
Robert Basile Basile Financial Group Palm Harbor CFP Percentage of assets, Hourly
Robert Filosa Atlantic Edge Wealth Jacksonville Not listed Percentage of assets
Robert Polackwich Professional Advisory Services Vero Beach CFA Percentage of assets
Ryan Horak Wealth Management Tallahassee CFP Percentage of assets
Thomas Walsh Palisades Hudson Financial Group Fort Lauderdale CFP Percentage of assets, Fixed fees
Tina Tenret The Tenret Company Tampa CFP Percentage of assets, Hourly
Troy Katterheinrich Retire Agile Palm Beach Gardens CFP Percentage of assets, Fixed fees
Warren Burger Luminary Financial Advisors Cocoa Beach Not listed Ongoing planning fee
Warren Spoor Sagace Wealth St. Petersburg PFS Percentage of assets, Hourly
William George Luminary Financial Advisors Cocoa Beach Not listed Ongoing planning fee
William McDavid Flavin, Nooney & Person Gainesville PFS Percentage of assets, Hourly
Adam Rall Rall Capital Management, Inc. Rockledge CFP Percentage of assets, Fixed fees
Adam Van Wie Strivus Wealth Partners Jacksonville Beach CFP Percentage of assets, Hourly
Alexander Bateh Gryphon Wealth Jacksonville Not listed Percentage of assets
Alexander Potenza Skyview Financial Group Ponte Vedra Beach Not listed Percentage of assets, Fixed fees
Alexander Potenza Skyview Financial Group Ponte Vedra Beach Not listed Percentage of assets, Fixed fees
Aliredha Walji ShariaPortfolio Lake Mary Not listed Percentage of assets
Allan Paull ShariaPortfolio Lake Mary Not listed Percentage of assets
Ana Abreu Gryphon Wealth Jacksonville Not listed Percentage of assets
Austin Nelson Atticus Wealth Management Palm Beach Gardens Not listed Percentage of assets
Barry Brindise Brightwater Advisory Tampa CFP Percentage of assets, Hourly
Benjamin Bjork Navista Wealth Management Naples Not listed Percentage of assets, Hourly
Bhagwati Sangani Gryphon Wealth Jacksonville Not listed Percentage of assets
Brad Weinberg W Bradley Wealth Management Oviedo CFA Ongoing planning fee, Flat fee or retainer
Bryan Courchesne DAiM Palm Beach Gardens Not listed Percentage of assets, Hourly
Christina Hudson Invenio Wealth Partners Coral Gables Not listed Percentage of assets, Hourly
Christopher Jones Sparrow Wealth Management Orlando Not listed Percentage of assets, Ongoing planning fee
Colin Callahan Callahan Wealth Advisory Orlando Not listed Percentage of assets
Colin Philips Cast Member Financial, LLC. Orlando CFP Percentage of assets, Hourly
Corey Oliver Camarda Wealth Advisory Group Fleming Island Not listed Percentage of assets, Hourly
Corrinne Rivers Theory Planning Partners Fort Pierce CFP Percentage of assets, Fixed fees
Cory Lyon Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Curtis Diaz Great Blue Financial Tampa CFP Percentage of assets
Daniel Capozzo Clearwell Group Tampa CFA Percentage of assets, Fixed fees
Daniel Rosales Rose Capital Advisors Coral Gables Not listed Percentage of assets, Hourly
Dave Fowler High Mountain Financial Coaching LLC Fort Myers CFP, ChFC Not listed
David Lewinter Lewinter Wealth Advisors Boynton Beach ChFC Percentage of assets, One-time planning fee
David Strohecker D2 Capital Management Jacksonville CFP Percentage of assets, Hourly
David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. SFG Wealth Advisors Tampa Not listed Percentage of assets

Firms headquartered in Florida (570)

All 570 firms in Florida