# Fee-only financial advisors in Naples, Florida > Start with a fee-only advisor in Naples whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Erin O'Brien of Purposeful Money LLC, Jaime Bollinger of Susko Wealth Management, LLC and Andrew Hill of Andrew Hill Investment Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/florida/naples/ 58 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Naples? Start with a fee-only advisor in Naples whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Erin O'Brien of Purposeful Money LLC, Jaime Bollinger of Susko Wealth Management, LLC and Andrew Hill of Andrew Hill Investment Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Naples are there? The Wellspent public graph lists 58 fee-only advisors in Naples, at 33 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Naples focus on? The most common focus among fee-only advisors in Naples is retirement planning (14), followed by estate planning (14) and family wealth transfer (13). Advisors can list more than one. ## How do fee-only advisors in Naples charge? All 58 fee-only advisors in Naples with fees on file charge a percentage of assets. Many use more than one: 66% charge fixed fees and 45% 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 Naples hold the CFP? 26% of the 58 fee-only advisors in Naples 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 Naples? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Erin O'Brien](https://find.wellspent.co/advisors/erin-obrien.md) | Purposeful Money LLC | Naples, Florida | CFP, EA | Percentage of assets, Ongoing planning fee | | [Aaron Pierce](https://find.wellspent.co/advisors/aaron-pierce.md) | TrueVine Family Wealth | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [George Kiraly](https://find.wellspent.co/advisors/george-kiraly.md) | LodeStar | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Kerwood](https://find.wellspent.co/advisors/charles-kerwood.md) | Waller Financial Planning Group | Naples, Florida | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Andrew Hill](https://find.wellspent.co/advisors/andrew-hill.md) | Andrew Hill Investment Advisors | Naples, Florida | CFA | Percentage of assets | | [Carlo Magno Santos-Ocampo](https://find.wellspent.co/advisors/carlo-magno-santos-ocampo.md) | High Net Worth Advisory Group | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [David Morgan](https://find.wellspent.co/advisors/david-morgan.md) | High Net Worth Advisory Group | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Howard Jordan](https://find.wellspent.co/advisors/howard-jordan.md) | High Net Worth Advisory Group | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Ellis](https://find.wellspent.co/advisors/michael-ellis-4745796.md) | Steelhead Wealth Management | Naples, Florida | | Percentage of assets, Fixed fees | | [Benjamin Bjork](https://find.wellspent.co/advisors/benjamin-bjork.md) | Navista Wealth Management | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Jaime Bollinger](https://find.wellspent.co/advisors/jaime-bollinger.md) | Susko Wealth Management, LLC | Naples, Florida | CFP, CPA | Percentage of assets | | [Pat Logue](https://find.wellspent.co/advisors/pat-logue.md) | Prudent Financial Planning LLC | Naples, Florida | CFP, CSLP | Percentage of assets, Hourly, Fixed fees | | [Tracy Burke](https://find.wellspent.co/advisors/tracy-burke.md) | Conrad Siegel Investment Advisors, Inc. | Naples, Florida | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Christopher Berte](https://find.wellspent.co/advisors/christopher-berte.md) | Signet Financial Management of Southwest Florida | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Christopher Vernon](https://find.wellspent.co/advisors/christopher-vernon.md) | Andrew Hill Investment Advisors | Naples, Florida | | Percentage of assets | | [Jason Kohut](https://find.wellspent.co/advisors/jason-kohut.md) | Signet Financial Management of Southwest Florida | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Figurelli](https://find.wellspent.co/advisors/jennifer-figurelli.md) | Andrew Hill Investment Advisors | Naples, Florida | | Percentage of assets | | [Sean O'Brien](https://find.wellspent.co/advisors/sean-o-brien.md) | Andrew Hill Investment Advisors | Naples, Florida | | Percentage of assets | | [Christopher Covato](https://find.wellspent.co/advisors/christopher-covato.md) | Covato Capital Management | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Michel Bethea](https://find.wellspent.co/advisors/michel-bethea.md) | Covato Capital Management | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Tony Gordon](https://find.wellspent.co/advisors/tony-gordon.md) | Covato Capital Management | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Bradley Ward](https://find.wellspent.co/advisors/bradley-ward.md) | Asset One | Naples, Florida | | Percentage of assets | | [David Morgan](https://find.wellspent.co/advisors/david-morgan-7557464.md) | High Net Worth Advisory Group | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Katherine Lauer](https://find.wellspent.co/advisors/katherine-lauer.md) | High Net Worth Advisory Group | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Kelso Huffman](https://find.wellspent.co/advisors/kelso-huffman.md) | High Net Worth Advisory Group | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Michael Farr](https://find.wellspent.co/advisors/michael-farr.md) | FarrCrest Capital | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Robert Farr](https://find.wellspent.co/advisors/robert-farr.md) | FarrCrest Capital | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Tim McMahon](https://find.wellspent.co/advisors/tim-mcmahon.md) | Wisdom Planning Group | Naples, Florida | | Percentage of assets, Fixed fees | | [Dale Cockrell](https://find.wellspent.co/advisors/dale-cockrell.md) | Painted Porch Advisors | Naples, Florida | | Percentage of assets, Fixed fees | | [Justine Coleman](https://find.wellspent.co/advisors/justine-coleman.md) | Pento Portfolio Strategies | Naples, Florida | | Percentage of assets | | [Michael Pento](https://find.wellspent.co/advisors/michael-pento.md) | Pento Portfolio Strategies | Naples, Florida | | Percentage of assets | | [Amanda Preston](https://find.wellspent.co/advisors/amanda-preston.md) | 3edge Asset Management | Naples, Florida | CFP | Percentage of assets | | [Frederick Krokenberger](https://find.wellspent.co/advisors/frederick-krokenberger.md) | Factorpoint Planning | Naples, Florida | CFP | Percentage of assets, Fixed fees | | [Laura Gerstemeier](https://find.wellspent.co/advisors/laura-gerstemeier.md) | Gerstemeier Financial Group | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Dunn](https://find.wellspent.co/advisors/robert-dunn-5367632.md) | Servatus Capital | Naples, Florida | CFP | Percentage of assets, Fixed fees | | [Thomas Graney](https://find.wellspent.co/advisors/thomas-graney.md) | Planning Alternatives | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Skloff](https://find.wellspent.co/advisors/aaron-skloff.md) | Skloff Financial Group | Naples, Florida | CFA | Percentage of assets, Hourly | | [Charles Lewis](https://find.wellspent.co/advisors/charles-lewis.md) | Lewis Capital Management | Naples, Florida | CFA | Percentage of assets | | [Jack Brown](https://find.wellspent.co/advisors/jack-brown.md) | Aviance Capital Partners | Naples, Florida | CFA | Percentage of assets, Fixed fees | | [Michael Chapman](https://find.wellspent.co/advisors/michael-chapman.md) | Aviance Capital Partners | Naples, Florida | CFA | Percentage of assets, Fixed fees | | [Alexander Crevi](https://find.wellspent.co/advisors/alexander-crevi.md) | Aviance Capital Partners | Naples, Florida | | Percentage of assets, Fixed fees | | [Allison Young](https://find.wellspent.co/advisors/allison-young.md) | Young Richard C & CO | Naples, Florida | | Percentage of assets | | [Amy Evans](https://find.wellspent.co/advisors/amy-evans.md) | Young Richard C & CO | Naples, Florida | | Percentage of assets | | [Ashley Koed](https://find.wellspent.co/advisors/ashley-koed.md) | 3edge Asset Management | Naples, Florida | | Percentage of assets | | [Daniel Keller](https://find.wellspent.co/advisors/daniel-keller.md) | Luma Capital | Naples, Florida | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Daniel Stephen](https://find.wellspent.co/advisors/daniel-stephen.md) | Servatus Capital | Naples, Florida | | Percentage of assets, Fixed fees | | [Dennis Park](https://find.wellspent.co/advisors/dennis-park.md) | Epsilon Financial Group | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Jacob Marriott](https://find.wellspent.co/advisors/jacob-marriott.md) | Aptus Capital Advisors | Naples, Florida | | Percentage of assets, Fixed fees | | [John Campbell](https://find.wellspent.co/advisors/john-campbell.md) | Aviance Capital Partners | Naples, Florida | | Percentage of assets, Fixed fees | | [Jon Lamonge](https://find.wellspent.co/advisors/jon-lamonge.md) | Lamonge Capital Management | Naples, Florida | | Percentage of assets | | [Karen Curry](https://find.wellspent.co/advisors/karen-curry.md) | Young Richard C & CO | Naples, Florida | | Percentage of assets | | [Lawrence Jules](https://find.wellspent.co/advisors/lawrence-jules.md) | 3edge Asset Management | Naples, Florida | | Percentage of assets | | [Matthew Young](https://find.wellspent.co/advisors/matthew-young-2257617.md) | Young Richard C & CO | Naples, Florida | | Percentage of assets | | [Pasquale Antonetti](https://find.wellspent.co/advisors/pasquale-antonetti.md) | Antonetti Capital Management | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Paula Jewell](https://find.wellspent.co/advisors/paula-jewell.md) | Aviance Capital Partners | Naples, Florida | | Percentage of assets, Fixed fees | | [Stephen Cucchiaro](https://find.wellspent.co/advisors/stephen-cucchiaro.md) | 3edge Asset Management | Naples, Florida | | Percentage of assets | | [Steven Lebens](https://find.wellspent.co/advisors/steven-lebens.md) | Lebens Advisory Group | Naples, Florida | | Percentage of assets, Fixed fees | | [Tracey Labrecque](https://find.wellspent.co/advisors/tracey-labrecque.md) | Planning Alternatives | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).