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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
Deborah Liguori Comprehensive Wealth Solutions Boca Raton CFP Percentage of assets, Hourly
Donald Drummond Financial Independence Advisors Jacksonville PFS Percentage of assets
Douglas Bartolf Atticus Wealth Management Palm Beach Gardens Not listed Percentage of assets
Eddy Park Rose Capital Advisors Coral Gables Not listed Percentage of assets, Hourly
Forrest Knopps Camarda Wealth Advisory Group Fleming Island Not listed Percentage of assets, Hourly
Giosefin Tonej Gryphon Wealth Jacksonville Not listed Percentage of assets
Grant Garretson Gryphon Wealth Jacksonville Not listed Percentage of assets
Greg Newman Three Oaks Partners Investment Counsel Clearwater CFA Percentage of assets, Hourly
Gregory Brodeur Alpha Zero Boca Raton CFP, ChFC Percentage of assets, Fixed fees
Habib Anwar ShariaPortfolio Lake Mary Not listed Percentage of assets
Hunter Brockway Boca Retirement Strategies Jupiter Not listed Percentage of assets, Hourly
Isaac Brohinsky Financial Independence Advisors Jacksonville PFS Percentage of assets
Ishaq Mohiuddin ShariaPortfolio Lake Mary Not listed Percentage of assets
Jacqueline Bos B&C Financial Advisors Ponte Vedra Beach Not listed Percentage of assets
Jaime Bollinger Susko Wealth Management, LLC Naples CFP, CPA Percentage of assets
James Dean Guardant Wealth Advisors Palmetto Bay Not listed Percentage of assets
Jeffrey Camarda Camarda Wealth Advisory Group Fleming Island Not listed Percentage of assets, Hourly
Jeffrey Kopp Cardea Capital Advisors Jacksonville Not listed Percentage of assets, Fixed fees
Jeffrey Wyatt Gryphon Wealth Jacksonville Not listed Percentage of assets
Jesse Cordoba Red Reef Advisors Boca Raton CFP Percentage of assets, Hourly
Jessica Adams B&C Financial Advisors Ponte Vedra Beach Not listed Percentage of assets
Joel Braswell Holden Family Office North Palm Beach Not listed Percentage of assets, Hourly
Joel Chamberlain Financial Independence Advisors Jacksonville PFS Percentage of assets
Joey Loss Strivus Wealth Partners Jacksonville Beach CFP, MBA, CFS Percentage of assets, Hourly
John Giehrl Financial Independence Advisors Jacksonville PFS Percentage of assets
John Shea Genesis Wealth Management, Inc Palm Beach Gardens CASL, CFP, ChFC, CLU Percentage of assets, Hourly
John Youngs Tiller Private Wealth Orlando Not listed Percentage of assets, Fixed fees
Johnathan Butler Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Jonathan Stump Capstone Wealth Management Lakeland CFA Percentage of assets, Fixed fees
Jorge Fernandez GBS Wealth Management, LLC Miramar CFP, EA Percentage of assets, Fixed fees
Joseph McElwee Legacy Wealth Planning Group Tampa CFP Percentage of assets, Hourly
Joseph Williams Coquina Private Wealth Advisors Boca Raton CFP, ChFC Percentage of assets, Fixed fees
Joshua Krafchick 369 Financial Jacksonville Not listed One-time planning fee
Joyce Walker Gryphon Wealth Jacksonville Not listed Percentage of assets
Justin Wai Three Oaks Partners Investment Counsel Lithia CFA Percentage of assets, Hourly
Karle Simmons Camarda Wealth Advisory Group Fleming Island Not listed Percentage of assets, Hourly
Kate Brunori PCM Encore Tampa Not listed Percentage of assets, Fixed fees
Kellie Kelleher B&C Financial Advisors Ponte Vedra Beach Not listed Percentage of assets
Kendal Fordham Privileged Planning Green Cove Springs Not listed Percentage of assets, Flat fee or retainer
Kendall Borchardt Cardea Capital Advisors Vero Beach Not listed Percentage of assets, Fixed fees
Kendall Maccagnan Off the Bay Wealth Tampa CFP, CPA Hourly, Fixed fees
Kenneth Krey Financial Independence Advisors Jacksonville PFS Percentage of assets
Kimberly Camarda Camarda Wealth Advisory Group Fleming Island Not listed Percentage of assets, Hourly
Laura Amendola Coquina Private Wealth Advisors Port Charlotte CFP Percentage of assets, Fixed fees
Lia Bertelson Together Planning Jacksonville CFP Percentage of assets, Hourly
Luis Sanchez LVS Advisory Melbourne CFA Percentage of assets, Fixed fees
Luis Whu LULLA Wealth Financial Vero Beach Not listed Percentage of assets, Hourly
Mahdi Walji ShariaPortfolio Richmond Not listed Percentage of assets
Mark Elhilow Blue Ocean Capital West Palm Beach Not listed Percentage of assets, Hourly
Mary Atkinson Schrum Private Wealth Management St. Augustine Not listed Percentage of assets, Fixed fees

Firms headquartered in Florida (570)

All 570 firms in Florida