Fee-only financial advisors in Palm Beach Gardens, Florida
Which fee-only financial advisor should I talk to in Palm Beach Gardens?
Start with a fee-only advisor in Palm Beach Gardens whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Chris Diodato of WELLth Financial Planning, David Jacoby of Remote Financial Planner and Alexandra Forest of 44 North Capital, 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.
- Chris Diodato WELLth Financial Planning Holds the CFP and CFA. Fees on file: flat fee or retainer.
- David Jacoby Remote Financial Planner Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Alexandra Forest 44 North Capital Holds the CFP. Fees on file: percentage of assets.
- Colin Arnold Atticus Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Kenneth Auman Mariner Financial Group Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Joseph Littky Blue Line Capital Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 39
- Firms
- 20
- Cities
- 2
- Hold the CFP
- 38%
- Other credentials: CFA 10% · ChFC 5%
- How they charge (of 39 with fees on file): percentage of assets 95% · fixed fees 49% · hourly 46% · performance-based fees 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
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Questions about fee-only advisors in Palm Beach Gardens
How many fee-only advisors in Palm Beach Gardens are there?
The Wellspent public graph lists 39 fee-only advisors in Palm Beach Gardens, at 20 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Palm Beach Gardens focus on?
The most common focus among fee-only advisors in Palm Beach Gardens is retirement planning (24), followed by estate planning (21) and tax planning (11). Advisors can list more than one.
How do fee-only advisors in Palm Beach Gardens charge?
The most common fee among fee-only advisors in Palm Beach Gardens is a percentage of assets, used by 95% of the 39 with fees on file. Many use more than one: 49% charge fixed fees and 46% 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 Palm Beach Gardens hold the CFP?
38% of the 39 fee-only advisors in Palm Beach Gardens 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 Palm Beach Gardens?
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 39 advisors in Palm Beach Gardens
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally | WELLth Financial Planning | Palm Beach Gardens | CFP, CFA | Flat fee or retainer |
| Alexandra Forest | 44 North Capital | Palm Beach Gardens | CFP | Percentage of assets |
| Carol Dixon | Your Planning Partner | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Colin Arnold | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| David Jacoby | Remote Financial Planner | Palm Beach Gardens | CFP, CFA | Ongoing planning fee |
| Melissa Montalvo | Atticus Wealth Management | Palm Beach Gardens | CFP, ChFC | Percentage of assets |
| Stephan Zehner | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| Joshua Angell | Poinciana Advisors Group | Palm Beach Gardens | CFA | Percentage of assets |
| Kenneth Auman | Mariner Financial Group | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Troy Katterheinrich | Retire Agile | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Austin Nelson | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Bryan Courchesne | DAiM | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Douglas Bartolf | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| John Shea | Genesis Wealth Management, Inc | Palm Beach Gardens | CASL, CFP, ChFC, CLU | Percentage of assets, Hourly |
| Micah Droescher | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Robert Goggin | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Alexia McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jack McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Kevin McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Lauren Bellomo | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Matthew Stohlman | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Robert Williams | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Alexander Cooke | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Gregory Adams | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Ivan Rosa | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| John Smith | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Michelle Rey Lutein | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Monte Resnick | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Nicholas Krsnich | JMN Investment Management | Palm Beach Gardnes | Not listed | Percentage of assets |
| Arriana Neese | Mariner Financial Group | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Erik Bjorvik | Mariner Financial Group | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Ginny Neal | SpringTru | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Erika Wolek | Cohen Capital | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Joseph Littky | Blue Line Capital Advisors | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Kyle Cain | Freedom Family Office | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Laurence Montello | Montello Wealth Management | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Thomas Oakes | American Northwest Advisory Services | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
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