# Fee-only financial advisors in Orlando, Florida > Start with a fee-only advisor in Orlando whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jacob Carris of Jake Carris Financial Planning, Jeffrey George of TAO Financial and Alexis Hongamen of Total Financial Planning, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/florida/orlando/ 52 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 Orlando? Start with a fee-only advisor in Orlando whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jacob Carris of Jake Carris Financial Planning, Jeffrey George of TAO Financial and Alexis Hongamen of Total Financial Planning, chosen for their credentials and fees on file. ## How many fee-only advisors in Orlando are there? The Wellspent public graph lists 52 fee-only advisors in Orlando, at 32 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Orlando focus on? The most common focus among fee-only advisors in Orlando is retirement planning (14), followed by estate planning (10) and tax planning (10). Advisors can list more than one. ## How do fee-only advisors in Orlando charge? The most common fee among fee-only advisors in Orlando is a percentage of assets, used by 90% of the 51 with fees on file. Many use more than one: 69% charge fixed fees and 55% 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 Orlando hold the CFP? 52% of the 52 fee-only advisors in Orlando 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 Orlando? 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 | |---|---|---|---|---| | [Marty O'Leary](https://find.wellspent.co/advisors/marty-oleary.md) | Stadium Financial LLC | Orlando, Florida | CFP, ChFC | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Christopher Dale](https://find.wellspent.co/advisors/christopher-dale.md) | Life After Grief, LLC | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley Lacore](https://find.wellspent.co/advisors/bradley-lacore.md) | Cogent Private Wealth | Orlando, Florida | CFP | Percentage of assets, Fixed fees | | [Jacob Carris](https://find.wellspent.co/advisors/jacob-carris.md) | Jake Carris Financial Planning | Orlando, Florida | CFP, CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Alexis Hongamen](https://find.wellspent.co/advisors/alexis-hongamen.md) | Total Financial Planning | Orlando, Florida | CFP | Hourly | | [Angela Moore](https://find.wellspent.co/advisors/angela-moore.md) | Fruitful | Orlando, Florida | CFP | Percentage of assets, Ongoing planning fee | | [Henry Gibson-Garcia](https://find.wellspent.co/advisors/henry-gibson-garcia.md) | G4 Financial Planning | Orlando, Florida | CFP | One-time planning fee | | [Amilka Delgado](https://find.wellspent.co/advisors/amilka-delgado.md) | Wisdom Planning Group | Orlando, Florida | CFP | Percentage of assets, Fixed fees | | [John Jones](https://find.wellspent.co/advisors/john-jones-3174407.md) | Wisdom Planning Group | Orlando, Florida | CFP | Percentage of assets, Fixed fees | | [Christopher Jones](https://find.wellspent.co/advisors/christopher-jones-4549249.md) | Sparrow Wealth Management | Orlando, Florida | | Percentage of assets, Ongoing planning fee | | [Colin Callahan](https://find.wellspent.co/advisors/colin-callahan.md) | Callahan Wealth Advisory | Orlando, Florida | | Percentage of assets | | [Colin Philips](https://find.wellspent.co/advisors/colin-philips.md) | Cast Member Financial, LLC. | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [John Youngs](https://find.wellspent.co/advisors/john-youngs.md) | Tiller Private Wealth | Orlando, Florida | | Percentage of assets, Fixed fees | | [Michelle Klein Klein](https://find.wellspent.co/advisors/michelle-klein-klein.md) | WealthEra Financial Planning | Orlando, Florida | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Natalia Callahan](https://find.wellspent.co/advisors/natalia-callahan.md) | Callahan Wealth Advisory | Orlando, Florida | | Percentage of assets | | [Ashley Vann](https://find.wellspent.co/advisors/ashley-vann.md) | Cogent Private Wealth | Orlando, Florida | | Percentage of assets, Fixed fees | | [Barrett Haus](https://find.wellspent.co/advisors/barrett-haus.md) | Haus Financial Solutions | Orlando, Florida | | Percentage of assets, Hourly, Fixed fees | | [Daniel Quartararo](https://find.wellspent.co/advisors/daniel-quartararo.md) | Cogent Private Wealth | Orlando, Florida | | Percentage of assets, Fixed fees | | [Derek Collins](https://find.wellspent.co/advisors/derek-collins.md) | Cogent Private Wealth | Orlando, Florida | | Percentage of assets, Fixed fees | | [Kevin Mayo](https://find.wellspent.co/advisors/kevin-mayo.md) | Cogent Private Wealth | Orlando, Florida | | Percentage of assets, Fixed fees | | [Kiel Lewis](https://find.wellspent.co/advisors/kiel-lewis.md) | Eminence WM | Orlando, Florida | | Percentage of assets | | [Nicholas Gorry](https://find.wellspent.co/advisors/nicholas-gorry.md) | Eminence WM | Orlando, Florida | | Percentage of assets | | [Timothy Morris](https://find.wellspent.co/advisors/timothy-morris.md) | Zenith Wealth Management | Orlando, Florida | | Percentage of assets, Hourly, One-time planning fee | | [Daniel Bochnia Stapff](https://find.wellspent.co/advisors/daniel-bochnia-stapff.md) | Velaris Wealth Management | Orlando, Florida | | Percentage of assets | | [Maria Goretti Garcia](https://find.wellspent.co/advisors/maria-goretti-garcia.md) | New Era Advisory | Orlando, Florida | | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Milan Pualic](https://find.wellspent.co/advisors/milan-pualic.md) | Monterra Advisors | Orlando, Florida | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [John Brock-Edgar](https://find.wellspent.co/advisors/john-brock-edgar.md) | LDN Wealth | Orlando, Florida | | Hourly, Fixed fees | | [Ryan Schmitt](https://find.wellspent.co/advisors/ryan-schmitt.md) | LDN Wealth | Orlando, Florida | | Hourly, Fixed fees | | [Bradley Brescia](https://find.wellspent.co/advisors/bradley-brescia.md) | Moisand Fitzgerald Tamayo | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Casandra Garrett](https://find.wellspent.co/advisors/casandra-garrett.md) | Moisand Fitzgerald Tamayo | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Fitzgerald](https://find.wellspent.co/advisors/charles-fitzgerald.md) | Moisand Fitzgerald Tamayo | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Chelsea Jones](https://find.wellspent.co/advisors/chelsea-jones.md) | Physician Family Financial Advisors | Orlando, Florida | CFP | Fixed fees | | [Daniel Moisand](https://find.wellspent.co/advisors/daniel-moisand.md) | Moisand Fitzgerald Tamayo | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Derrick Chandler](https://find.wellspent.co/advisors/derrick-chandler.md) | Moisand Fitzgerald Tamayo | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Hoebbel](https://find.wellspent.co/advisors/eric-hoebbel.md) | American Harbour Wealth Management | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey George](https://find.wellspent.co/advisors/jeffrey-george.md) | TAO Financial | Orlando, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Julianne Marrie](https://find.wellspent.co/advisors/julianne-marrie.md) | Biltmore Family Office | Orlando, Florida | CFP | Percentage of assets, Fixed fees | | [Keith Haskell](https://find.wellspent.co/advisors/keith-haskell.md) | Dobson Street | Orlando, Florida | CFP | Percentage of assets, Hourly | | [Michael Salmon](https://find.wellspent.co/advisors/michael-salmon.md) | Moisand Fitzgerald Tamayo | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Michelle Soto](https://find.wellspent.co/advisors/michelle-soto.md) | Biltmore Family Office | Orlando, Florida | CFP, PFS | Percentage of assets, Fixed fees | | [Ronald Tamayo](https://find.wellspent.co/advisors/ronald-tamayo.md) | Moisand Fitzgerald Tamayo | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Osborne](https://find.wellspent.co/advisors/ryan-osborne.md) | Moisand Fitzgerald Tamayo | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Lucas](https://find.wellspent.co/advisors/thomas-lucas.md) | Moisand Fitzgerald Tamayo | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [William Palmer](https://find.wellspent.co/advisors/william-palmer.md) | Allegiance Wealth Management | Orlando, Florida | CFP, ChFC, PFS | Percentage of assets, Hourly | | [William Estes](https://find.wellspent.co/advisors/william-estes.md) | Biltmore Family Office | Orlando, Florida | CFA | Percentage of assets, Fixed fees | | [Amy Gausz](https://find.wellspent.co/advisors/amy-gausz.md) | Portfolio Design Services | Orlando, Florida | | Percentage of assets, Hourly, Fixed fees | | [Dennis Tripp](https://find.wellspent.co/advisors/dennis-tripp.md) | Prometheus Capital Management | Orlando, Florida | | Percentage of assets, Hourly | | [Dylan Quintilone](https://find.wellspent.co/advisors/dylan-quintilone.md) | Copper Canyon | Orlando, Florida | | Percentage of assets, Hourly, Fixed fees | | [Marlyn Felsing](https://find.wellspent.co/advisors/marlyn-felsing.md) | Felsing Financial | Orlando, Florida | | | | [Matthew Haushalter](https://find.wellspent.co/advisors/matthew-haushalter.md) | American Harbour Wealth Management | Orlando, Florida | | Percentage of assets, Hourly, Fixed fees | | [Paul Clay](https://find.wellspent.co/advisors/paul-clay.md) | Copper Canyon | Orlando, Florida | | Percentage of assets, Hourly, Fixed fees | | [Ronald Loyo](https://find.wellspent.co/advisors/ronald-loyo.md) | Expressive Wealth | Orlando, 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).