Fee-only financial advisors in Orlando, Florida
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jacob Carris Jake Carris Financial Planning Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Jeffrey George TAO Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Alexis Hongamen Total Financial Planning Holds the CFP. Fees on file: hourly.
- Henry Gibson-Garcia G4 Financial Planning Holds the CFP. Fees on file: one-time planning fee.
- Marty O'Leary Stadium Financial LLC Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Angela Moore Fruitful Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 52
- Firms
- 32
- Hold the CFP
- 52%
- Other credentials: CFA 8% · ChFC 4%
- How they charge (of 51 with fees on file): percentage of assets 90% · fixed fees 69% · hourly 55% · ongoing planning fee 10%
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 Orlando by what you need
Find an advisor in Florida by fee, assets, or credential
Questions about fee-only advisors in Orlando
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.
All 52 advisors in Orlando
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Marty O'Leary | Stadium Financial LLC | Orlando | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Christopher Dale | Life After Grief, LLC | Orlando | CFP | Percentage of assets, Hourly |
| Bradley Lacore | Cogent Private Wealth | Orlando | CFP | Percentage of assets, Fixed fees |
| Jacob Carris | Jake Carris Financial Planning | Orlando | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Alexis Hongamen | Total Financial Planning | Orlando | CFP | Hourly |
| Angela Moore | Fruitful | Orlando | CFP | Percentage of assets, Ongoing planning fee |
| Henry Gibson-Garcia | G4 Financial Planning | Orlando | CFP | One-time planning fee |
| Amilka Delgado | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |
| John Jones | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |
| Christopher Jones | Sparrow Wealth Management | Orlando | Not listed | Percentage of assets, Ongoing planning fee |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Colin Philips | Cast Member Financial, LLC. | Orlando | CFP | Percentage of assets, Hourly |
| John Youngs | Tiller Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Michelle Klein Klein | WealthEra Financial Planning | Orlando | CFP, MBA | Percentage of assets, Hourly |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Ashley Vann | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Barrett Haus | Haus Financial Solutions | Orlando | Not listed | Percentage of assets, Hourly |
| Daniel Quartararo | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Derek Collins | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Kevin Mayo | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Kiel Lewis | Eminence WM | Orlando | Not listed | Percentage of assets |
| Nicholas Gorry | Eminence WM | Orlando | Not listed | Percentage of assets |
| Timothy Morris | Zenith Wealth Management | Orlando | Not listed | Percentage of assets, Hourly |
| Daniel Bochnia Stapff | Velaris Wealth Management | Orlando | Not listed | Percentage of assets |
| Maria Goretti Garcia | New Era Advisory | Orlando | Not listed | One-time planning fee, Ongoing planning fee |
| Milan Pualic | Monterra Advisors | Orlando | CFA | Percentage of assets, Fixed fees |
| John Brock-Edgar | LDN Wealth | Orlando | Not listed | Hourly, Fixed fees |
| Ryan Schmitt | LDN Wealth | Orlando | Not listed | Hourly, Fixed fees |
| Bradley Brescia | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| Casandra Garrett | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| Charles Fitzgerald | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| Chelsea Jones | Physician Family Financial Advisors | Orlando | CFP | Fixed fees |
| Daniel Moisand | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| Derrick Chandler | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| Eric Hoebbel | American Harbour Wealth Management | Orlando | CFP | Percentage of assets, Hourly |
| Jeffrey George | TAO Financial | Orlando | CFP, CFA | Percentage of assets, Hourly |
| Julianne Marrie | Biltmore Family Office | Orlando | CFP | Percentage of assets, Fixed fees |
| Keith Haskell | Dobson Street | Orlando | CFP | Percentage of assets, Hourly |
| Michael Salmon | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| Michelle Soto | Biltmore Family Office | Orlando | CFP, PFS | Percentage of assets, Fixed fees |
| Ronald Tamayo | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| Ryan Osborne | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| Thomas Lucas | Moisand Fitzgerald Tamayo | Orlando | CFP | Percentage of assets, Hourly |
| William Palmer | Allegiance Wealth Management | Orlando | CFP, ChFC, PFS | Percentage of assets, Hourly |
| William Estes | Biltmore Family Office | Orlando | CFA | Percentage of assets, Fixed fees |
| Amy Gausz | Portfolio Design Services | Orlando | Not listed | Percentage of assets, Hourly |
| Dennis Tripp | Prometheus Capital Management | Orlando | Not listed | Percentage of assets, Hourly |
| Dylan Quintilone | Copper Canyon | Orlando | Not listed | Percentage of assets, Hourly |
| Marlyn Felsing | Felsing Financial | Orlando | Not listed | Not listed |
| Matthew Haushalter | American Harbour Wealth Management | Orlando | Not listed | Percentage of assets, Hourly |
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