Fee-only financial advisors in Sarasota, Florida
Which fee-only financial advisor should I talk to in Sarasota?
Start with a fee-only advisor in Sarasota whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Michael Demassa of Forza Wealth Management, Steven Gattuso of Courier Capital and Melissa Walsh of Clarity Financial Design, 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.
- Michael Demassa Forza Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Steven Gattuso Courier Capital Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Melissa Walsh Clarity Financial Design Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Vincent Otterbein Colorado Capital Management Holds the CFP. Fees on file: percentage of assets.
- Filip Telibasa Benzina Wealth Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Angela Wetzig Sage Wealth Consulting, LLC Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 53
- Firms
- 30
- Hold the CFP
- 42%
- Other credentials: CFA 15% · ChFC 2%
- How they charge (of 53 with fees on file): percentage of assets 94% · hourly 38% · fixed fees 30% · ongoing planning fee 6%
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 Sarasota by what you need
Find an advisor in Florida by fee, assets, or credential
Questions about fee-only advisors in Sarasota
How many fee-only advisors in Sarasota are there?
The Wellspent public graph lists 53 fee-only advisors in Sarasota, at 30 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Sarasota focus on?
The most common focus among fee-only advisors in Sarasota is retirement planning (19), followed by estate planning (17) and tax planning (12). Advisors can list more than one.
How do fee-only advisors in Sarasota charge?
The most common fee among fee-only advisors in Sarasota is a percentage of assets, used by 94% of the 53 with fees on file. Many use more than one: 38% charge by the hour and 30% charge fixed fees.
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 Sarasota hold the CFP?
42% of the 53 fee-only advisors in Sarasota 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 Sarasota?
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 53 advisors in Sarasota
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Angela Wetzig | Sage Wealth Consulting, LLC | Sarasota | CFP | Percentage of assets |
| Allen Osgood, Jr. | Financial Freedom, LLC | Sarasota | CFP | Hourly, Ongoing planning fee |
| Filip Telibasa | Benzina Wealth | Sarasota | CFP | Flat fee or retainer, Ongoing planning fee |
| John Cunningham | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Nicholas Gyeszat | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Michael Demassa | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Timothy Videnka | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Brian Timm | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Derek Hartman | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Geoffrey Frazier | Global Financial Private Client | Sarasota | CFP, ChFC | Percentage of assets, Hourly |
| John Leeming | JL Bainbridge | Sarasota | CFP | Percentage of assets |
| Stephen Fedak | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Vincent Otterbein | Colorado Capital Management | Sarasota | CFP | Percentage of assets |
| Benjamin Hard | Sara-Bay Financial | Sarasota | CFP | Percentage of assets |
| David Cust | Means Wealth Management | Sarasota | Not listed | Percentage of assets, Flat fee or retainer |
| Diane Huntley | Forza Wealth Management | Sarasota | CFA | Percentage of assets, Hourly |
| James Mills | Sara-Bay Financial | Sarasota | CFP | Percentage of assets |
| Melissa Walsh | Clarity Financial Design | Sarasota | CFP, CFA | Percentage of assets, Fixed fees |
| Clarence Bush | Bush Capital Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Douglas Walters | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Ian Starkel | Starkel Wealth Advisors | Sarasota | Not listed | Percentage of assets |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Kimberly Evener | Forza Wealth Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Cynthia Shuford-Stover | Global Financial Private Client | Sarasota | Not listed | Percentage of assets, Hourly |
| Daniel Greenwald | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| David Thompson | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Jerry Bainbridge | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Joel Oldham | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Lindsey Colaco | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Ricardo Donalexis | Insight Family Financial | Sarasota | Not listed | One-time planning fee, Ongoing planning fee |
| Theodore Levin | Grant Koehler & Levin | Sarasota | Not listed | Percentage of assets |
| Daniel Rose | T. Rose & Associates | Sarasota | Not listed | Percentage of assets, Performance-based fees |
| James Hard | Sara-Bay Financial | Sarasota | Not listed | Percentage of assets |
| Timothy Rose | T. Rose & Associates | Sarasota | Not listed | Percentage of assets, Performance-based fees |
| Christopher Smith | Waterside Investment Advisers | Sarasota | Not listed | Percentage of assets |
| Albert Bartolomeo | Broad Reach Wealth Management | Sarasota | CFP | Percentage of assets, Fixed fees |
| Justin Rees | Cambria Wealth Management | Sarasota | CFP | Percentage of assets, Fixed fees |
| Michael Mainland | Mainland Financial | Sarasota | CFP | Percentage of assets, Hourly |
| Paul Turco | Bull & Bear Advisors | Sarasota | CFP | Percentage of assets |
| Roman Spear | Cambria Wealth Management | Sarasota | CFP | Percentage of assets, Fixed fees |
| Steven Gattuso | Courier Capital | Sarasota | CFP, CFA | Percentage of assets, Fixed fees |
| Angela Dyches | CPA Investment Solutions | Sarasota | PFS | Percentage of assets, Hourly |
| Erik Popham | Compound Family Offices | Sarasota | CFA | Percentage of assets |
| Jeffrey Devine | Compound Family Offices | Sarasota | CFA | Percentage of assets |
| Jeffrey Mullens | Compound Family Offices | Sarasota | CFA | Percentage of assets |
| Scott Gurr | Compound Family Offices | Sarasota | PFS | Percentage of assets |
| John Machonga | Johnson Private Wealth Management | Sarasota | Not listed | Percentage of assets, Fixed fees |
| John Tympanick | Global Vision Financial Services | Sarasota | Not listed | Percentage of assets, Hourly |
| Kristina Bryn | Compound Family Offices | Sarasota | Not listed | Percentage of assets |
| Les Jepsen | Jepsen Financial | Sarasota | Not listed | Percentage of assets, Hourly |
Want a shorter list in Sarasota?
Tell us what you need and we'll narrow Sarasota's 53 advisors to the few who fit.
Get matched in 2 minutes