Fee-only financial advisors in Naples, Florida
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Erin O'Brien Purposeful Money LLC Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Jaime Bollinger Susko Wealth Management, LLC Holds the CFP and CPA. Fees on file: percentage of assets.
- Andrew Hill Andrew Hill Investment Advisors Holds the CFA. Fees on file: percentage of assets.
- Aaron Pierce TrueVine Family Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
- Amanda Preston 3edge Asset Management Holds the CFP. Fees on file: percentage of assets.
- Howard Jordan High Net Worth Advisory Group Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 58
- Firms
- 33
- Hold the CFP
- 26%
- Other credentials: CFA 9% · CPA 2% · EA 2%
- How they charge (of 58 with fees on file): percentage of assets 100% · fixed fees 66% · hourly 45% · ongoing planning fee 2%
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 Naples by what you need
Find an advisor in Florida by fee, assets, or credential
Questions about fee-only advisors in Naples
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.
All 58 advisors in Naples
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Erin O'Brien | Purposeful Money LLC | Naples | CFP, EA | Percentage of assets, Ongoing planning fee |
| Aaron Pierce | TrueVine Family Wealth | Naples | CFP | Percentage of assets, Hourly |
| George Kiraly | LodeStar | Naples | CFP | Percentage of assets, Hourly |
| Charles Kerwood | Waller Financial Planning Group | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Andrew Hill | Andrew Hill Investment Advisors | Naples | CFA | Percentage of assets |
| Carlo Magno Santos-Ocampo | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| David Morgan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Howard Jordan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Jaime Bollinger | Susko Wealth Management, LLC | Naples | CFP, CPA | Percentage of assets |
| Pat Logue | Prudent Financial Planning LLC | Naples | CFP, CSLP | Percentage of assets, Hourly |
| Tracy Burke | Conrad Siegel Investment Advisors, Inc. | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Christopher Berte | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| Christopher Vernon | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Jason Kohut | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| Jennifer Figurelli | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Sean O'Brien | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Christopher Covato | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Michel Bethea | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Tony Gordon | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Bradley Ward | Asset One | Naples | Not listed | Percentage of assets |
| David Morgan | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Katherine Lauer | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Kelso Huffman | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Michael Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Robert Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Tim McMahon | Wisdom Planning Group | Naples | Not listed | Percentage of assets, Fixed fees |
| Dale Cockrell | Painted Porch Advisors | Naples | Not listed | Percentage of assets, Fixed fees |
| Justine Coleman | Pento Portfolio Strategies | Naples | Not listed | Percentage of assets |
| Michael Pento | Pento Portfolio Strategies | Naples | Not listed | Percentage of assets |
| Amanda Preston | 3edge Asset Management | Naples | CFP | Percentage of assets |
| Frederick Krokenberger | Factorpoint Planning | Naples | CFP | Percentage of assets, Fixed fees |
| Laura Gerstemeier | Gerstemeier Financial Group | Naples | CFP | Percentage of assets, Hourly |
| Robert Dunn | Servatus Capital | Naples | CFP | Percentage of assets, Fixed fees |
| Thomas Graney | Planning Alternatives | Naples | CFP | Percentage of assets, Hourly |
| Aaron Skloff | Skloff Financial Group | Naples | CFA | Percentage of assets, Hourly |
| Charles Lewis | Lewis Capital Management | Naples | CFA | Percentage of assets |
| Jack Brown | Aviance Capital Partners | Naples | CFA | Percentage of assets, Fixed fees |
| Michael Chapman | Aviance Capital Partners | Naples | CFA | Percentage of assets, Fixed fees |
| Alexander Crevi | Aviance Capital Partners | Naples | Not listed | Percentage of assets, Fixed fees |
| Allison Young | Young Richard C & CO | Naples | Not listed | Percentage of assets |
| Amy Evans | Young Richard C & CO | Naples | Not listed | Percentage of assets |
| Ashley Koed | 3edge Asset Management | Naples | Not listed | Percentage of assets |
| Daniel Keller | Luma Capital | Naples | Not listed | Percentage of assets, Hourly |
| Daniel Stephen | Servatus Capital | Naples | Not listed | Percentage of assets, Fixed fees |
| Dennis Park | Epsilon Financial Group | Naples | Not listed | Percentage of assets, Hourly |
| Jacob Marriott | Aptus Capital Advisors | Naples | Not listed | Percentage of assets, Fixed fees |
| John Campbell | Aviance Capital Partners | Naples | Not listed | Percentage of assets, Fixed fees |
| Jon Lamonge | Lamonge Capital Management | Naples | Not listed | Percentage of assets |
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