Fee-only financial advisors in Boca Raton, Florida
Which fee-only financial advisor should I talk to in Boca Raton?
Start with a fee-only advisor in Boca Raton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Alonso Rodriguez Segarra of Advise Financial, Alissa Maizes of Amplify My Wealth and Jay Freeberg of Onyx Bridge Wealth Group, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alonso Rodriguez Segarra Advise Financial Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Alissa Maizes Amplify My Wealth Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Jay Freeberg Onyx Bridge Wealth Group Holds the CFP. Fees on file: percentage of assets, hourly.
- Gregory Brodeur Alpha Zero Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Laleeta Hill Noesis Capital Management Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Jesse Cordoba Red Reef Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 43
- Firms
- 19
- Hold the CFP
- 44%
- Other credentials: CFA 9% · ChFC 5%
- How they charge (of 43 with fees on file): percentage of assets 91% · fixed fees 88% · hourly 42% · performance-based fees 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Boca Raton by what you need
Find an advisor in Florida by fee, assets, or credential
Questions about fee-only advisors in Boca Raton
How many fee-only advisors in Boca Raton are there?
The Wellspent public graph lists 43 fee-only advisors in Boca Raton, at 19 firms. We counted every advisor record that fits, as of November 2026.
What do fee-only advisors in Boca Raton focus on?
The most common focus among fee-only advisors in Boca Raton is estate planning (13), followed by executives (11) and retirement planning (9). Advisors can list more than one.
How do fee-only advisors in Boca Raton charge?
The most common fee among fee-only advisors in Boca Raton is a percentage of assets, used by 91% of the 43 with fees on file. Many use more than one: 88% charge fixed fees and 42% charge by the hour.
How much do fee-only financial advisors charge in Florida?
Fee-only financial advisors in Florida charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 48 Florida firms.
How many fee-only advisors in Boca Raton hold the CFP?
44% of the 43 fee-only advisors in Boca Raton hold the CFP certification, based on the credentials listed on each record.
Does Florida have a state income tax?
No. Florida has no state income tax, so federal tax drives most financial planning for residents.
How current is this list of fee-only advisors in Boca Raton?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 43 advisors in Boca Raton
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Hourly, Ongoing planning fee |
| Alissa Maizes | Amplify My Wealth | Boca Raton | CFP, JD | Ongoing planning fee, One-time planning fee |
| Dale Hershman Hourly or ongoing investment advice on biotech, healthcare and dividend stocks for FIRE seekers, expats and entrepreneurs. | Sick Advisory Services | Boca Raton | Not listed | Subscription, One-time planning fee |
| Abraham Amador-Lindner | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Alexandra Demosthenes | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Arthur Canter | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Cheryl Deknatel | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Jay Freeberg | Onyx Bridge Wealth Group | Boca Raton | CFP | Percentage of assets, Hourly |
| Nicolaas Letschert | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Valerie Lasher-Adelman | William Howard & Co. Financial Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Christian Paterok | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Christopher Nalley | CS Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Laleeta Hill | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Regan Flaherty | ProAthlete Wealth Management | Boca Raton | CFP | Percentage of assets |
| Deborah Liguori | Comprehensive Wealth Solutions | Boca Raton | CFP | Percentage of assets, Hourly |
| Gregory Brodeur | Alpha Zero | Boca Raton | CFP, ChFC | Percentage of assets, Fixed fees |
| Jesse Cordoba | Red Reef Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Joseph Williams | Coquina Private Wealth Advisors | Boca Raton | CFP, ChFC | Percentage of assets, Fixed fees |
| Shihfang Chuang | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Simon Kasbari | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Gary Dennis | Comprehensive Wealth Solutions | Boca Raton | PFS, CFA | Percentage of assets, Hourly |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| Pau Delgado Rodriguez | CS Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Stephen Varlotta | ProAthlete Wealth Management | Boca Raton | Not listed | Percentage of assets |
| Steven Sherman | CS Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Andrew Dennis | Comprehensive Wealth Solutions | Boca Raton | Not listed | Percentage of assets, Hourly |
| Anthony Leone | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Jonathan Schiripo | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Lorianne Cordoba | Red Reef Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Mason Schreck | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Merrill Dennis | Comprehensive Wealth Solutions | Boca Raton | Not listed | Percentage of assets, Hourly |
| Michael Cummings | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Robert Mahoney | RFM Investment Advisor | Boca Raton | Not listed | Percentage of assets, Hourly |
| Yony Noy | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Percentage of assets, Hourly |
| Helen Semus | Semus Wealth Partners | Boca Raton | CFP | Percentage of assets, Hourly |
| Jim Mui | JKM Wealth Management | Boca Raton | CFP | Percentage of assets, Hourly |
| Nina Sukholenko | F&v Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Hugh Riley | F&v Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Matthew Blumberg | Paraklete Financial | Boca Raton | PFS | Fixed fees |
| Juergen Streng | F&v Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Karin Mueller-Paris | F&v Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Walter Manhart | F&v Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
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