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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
Matthew Ellis Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Melissa Manley StillBlue Financial Partners Jacksonville Not listed Percentage of assets, Hourly
Melissa Storch Gryphon Wealth Jacksonville Not listed Percentage of assets
Melissa Walsh Clarity Financial Design Sarasota CFP, CFA Percentage of assets, Fixed fees
Micah Droescher Atticus Wealth Management Palm Beach Gardens Not listed Percentage of assets
Micah Gibson Heritage Oak Wealth Advisors Santa Rosa Beach Not listed Percentage of assets
Michael Hall Saltmarsh Financial Advisors Pensacola CFP Percentage of assets, Hourly
Michael Sellers Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Michelle Klein Klein WealthEra Financial Planning Orlando CFP, MBA Percentage of assets, Hourly
Miguel Sosa Rose Capital Advisors Miami Beach Not listed Percentage of assets, Hourly
Natalia Callahan Callahan Wealth Advisory Orlando Not listed Percentage of assets
Nate Skelly Financial Pathway San Antonio CFP Percentage of assets, Fixed fees
Naushad Virji ShariaPortfolio Lake Mary Not listed Percentage of assets
Niklas Brusen Camarda Wealth Advisory Group Fleming Island Not listed Percentage of assets, Hourly
Owen Schrum Schrum Private Wealth Management St. Augustine Not listed Percentage of assets, Fixed fees
Paola Bernal Cuevas Global Kandor Miami CFA Percentage of assets, Fixed fees
Partick Quealy Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Pat Logue Prudent Financial Planning LLC Naples CFP, CSLP Percentage of assets, Hourly
Paul Ayotte Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Randal Trinidad-Ambar Gryphon Wealth Jacksonville Not listed Percentage of assets
Rezwana Abed ShariaPortfolio Lake Mary Not listed Percentage of assets
Richard Matthias Matthias Winter Park Not listed Percentage of assets, Hourly
Richard Roscelli Cardea Capital Advisors Vero Beach Not listed Percentage of assets, Fixed fees
Richard Simonetti Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Robert Goggin Atticus Wealth Management Palm Beach Gardens Not listed Percentage of assets
Robert O'Toole Personal Wealth Planning Hollywood CFP Percentage of assets, Fixed fees
Robert Strange Camarda Wealth Advisory Group Fleming Island Not listed Percentage of assets, Hourly
Roberto Rivera-Vázquez Freedom Advisory, LLC Ft Lauderdale CFP, CIMA Percentage of assets, Fixed fees
Ronald Smith Blue Ocean Capital West Palm Beach Not listed Percentage of assets, Hourly
Roxanna Guinan Cardea Capital Advisors Coral Gables Not listed Percentage of assets, Fixed fees
Ryan Cortner Clearwell Group Tampa CFA Percentage of assets, Fixed fees
Sanjeev Yadav Rose Capital Advisors Miami Beach Not listed Percentage of assets, Hourly
Sarah Horne Saltmarsh Financial Advisors Pensacola CFP Percentage of assets, Hourly
Sean Meunier Holden Family Office North Palm Beach Not listed Percentage of assets, Hourly
Seth Maier Heritage Oak Wealth Advisors Santa Rosa Beach Not listed Percentage of assets
Shafaq Kazi ShariaPortfolio Lake Mary Not listed Percentage of assets
Shafran Shurid ShariaPortfolio Lake Mary Not listed Percentage of assets
Shannon Castaneda Gryphon Wealth Jacksonville Not listed Percentage of assets
Shannon Sapp Coquina Private Wealth Advisors Port Charlotte CFP Percentage of assets, Fixed fees
Shaunak Tripathi Gryphon Wealth Jacksonville Not listed Percentage of assets
Stephen Kyle Parable Wealth Advisors St. Augustine CFP, RICP Percentage of assets, Fixed fees
Tamara Surratt Legacy Family Office Bonita Springs Not listed Fixed fees
Terry O'Grady O'Grady Financial LLC Tampa CFP Percentage of assets, Fixed fees
Thomas Balcom 1650 Wealth Management Lighthouse Point CFP Percentage of assets
Thomas Ellis B&C Financial Advisors Ponte Vedra Beach Not listed Percentage of assets
Thomas Geraci Purtill Financial Fort Myers Beach Not listed Percentage of assets, Hourly
Thomas Quealy Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Thomas Razzano Camarda Wealth Advisory Group Fleming Island Not listed Percentage of assets, Hourly
Tracy Burke Conrad Siegel Investment Advisors, Inc. Naples CFP, ChFC Percentage of assets, Hourly
Travis Lewicki Kris Lewicki & Associates, LLC Coral Springs CFP, MBA Percentage of assets, Hourly

Firms headquartered in Florida (570)

All 570 firms in Florida