# Fee-only financial advisors in St. Petersburg, Florida > Start with a fee-only advisor in St. Petersburg whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jorge Soriano of Financial Optimist LLC, Steven Wotovich of Lighthouse Financial and Mike Noce of Olsen Family Financial, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/florida/st-petersburg/ 32 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in St. Petersburg? Start with a fee-only advisor in St. Petersburg whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jorge Soriano of Financial Optimist LLC, Steven Wotovich of Lighthouse Financial and Mike Noce of Olsen Family Financial, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in St. Petersburg are there? The Wellspent public graph lists 32 fee-only advisors in St. Petersburg, at 25 firms. We counted every advisor record that fits, as of November 2026. ## What do fee-only advisors in St. Petersburg focus on? The most common focus among fee-only advisors in St. Petersburg is tax planning (14), followed by small business owners (12) and estate planning (12). Advisors can list more than one. ## How do fee-only advisors in St. Petersburg charge? The most common fee among fee-only advisors in St. Petersburg is a percentage of assets, used by 88% of the 32 with fees on file. Many use more than one: 78% charge by the hour and 69% 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 St. Petersburg hold the CFP? 31% of the 32 fee-only advisors in St. Petersburg 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 St. Petersburg? 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 | |---|---|---|---|---| | [Jorge Soriano](https://find.wellspent.co/advisors/jorge-soriano.md) | Financial Optimist LLC | Saint Petersburg, Florida | CFP, EA | Subscription, One-time planning fee, Hourly | | [William Arnold](https://find.wellspent.co/advisors/william-arnold.md) | AVID Planning | Saint Petersburg, Florida | CFP | Flat fee or retainer | | [Mike Noce](https://find.wellspent.co/advisors/mike-noce.md) | Olsen Family Financial, LLC | Saint Petersburg, Florida | CFP, ChFC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Jen Smith](https://find.wellspent.co/advisors/jen-smith.md) | Pink Streets Financial Planning | St. Petersburg, Florida | CFP | One-time planning fee | | [Maria Erickson](https://find.wellspent.co/advisors/maria-erickson.md) | Freedom Financial & Business Planning | Saint Petersburg, Florida | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Nicholas Dawson](https://find.wellspent.co/advisors/nicholas-dawson.md) | New Perspective Wealth Management | St. Petersburg, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Wotovich](https://find.wellspent.co/advisors/steven-wotovich.md) | Lighthouse Financial | Saint Petersburg, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [William Hammond](https://find.wellspent.co/advisors/william-hammond.md) | TechView Wealth Advisors | St. Petersburg, Florida | | Percentage of assets | | [John Harper](https://find.wellspent.co/advisors/john-harper.md) | Sagace Wealth | St. Petersburg, Florida | PFS | Percentage of assets, Hourly, Fixed fees | | [Warren Spoor](https://find.wellspent.co/advisors/warren-spoor.md) | Sagace Wealth | St. Petersburg, Florida | PFS | Percentage of assets, Hourly, Fixed fees | | [Christopher Gettelfinger](https://find.wellspent.co/advisors/christopher-gettelfinger.md) | S.E.E.D. Planning Group | Saint Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [Dodd Disler](https://find.wellspent.co/advisors/dodd-disler.md) | Sagace Wealth | St. Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [Jake Pendl](https://find.wellspent.co/advisors/jake-pendl.md) | Sagace Wealth | St. Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [James Spoor](https://find.wellspent.co/advisors/james-spoor.md) | Sagace Wealth | St. Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [John Shepherd](https://find.wellspent.co/advisors/john-shepherd.md) | BlueDoor Private Wealth | St. Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [Richard Franz](https://find.wellspent.co/advisors/richard-franz.md) | Sagace Wealth | St. Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [Stephen Bunch](https://find.wellspent.co/advisors/stephen-bunch.md) | Sagace Wealth | St. Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [Aileen Logan](https://find.wellspent.co/advisors/aileen-logan.md) | Logan Financial Planning | St Petersburg, Florida | | Percentage of assets, Hourly | | [Daniel Spalding](https://find.wellspent.co/advisors/daniel-spalding.md) | Chiron Capital Management | St Petersburg, Florida | | Percentage of assets, Fixed fees | | [Sam Logan](https://find.wellspent.co/advisors/sam-logan.md) | Logan Financial Planning | St. Petersburg, Florida | | Percentage of assets, Hourly | | [Caroline Cziesla](https://find.wellspent.co/advisors/caroline-cziesla.md) | American Dream | St. Petersburg, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [John Donovan](https://find.wellspent.co/advisors/john-donovan.md) | Advisorplanner | St. Petersburg, Florida | CFP | Percentage of assets, Hourly | | [Nicole Savage](https://find.wellspent.co/advisors/nicole-savage.md) | Wild Iris Financial | St. Petersburg, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael McKee](https://find.wellspent.co/advisors/michael-mckee.md) | MAC Investment Management | Saint Petersburg, Florida | CFA | Percentage of assets, Fixed fees | | [Michael Noce](https://find.wellspent.co/advisors/michael-noce.md) | Olsen Family Financial | St. Petersburg, Florida | ChFC | Percentage of assets, Hourly, Fixed fees | | [David Harpool](https://find.wellspent.co/advisors/david-harpool.md) | Avid Planning | St. Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [Jason Kaplan](https://find.wellspent.co/advisors/jason-kaplan.md) | Neptune Wealth | St. Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Henrich](https://find.wellspent.co/advisors/jonathan-henrich.md) | Mozella Asset Management | St. Petersburg, Florida | | Percentage of assets, Hourly | | [Kyle Allen](https://find.wellspent.co/advisors/kyle-allen.md) | One DAY in July | St. Petersburg, Florida | | Percentage of assets, Fixed fees | | [Robert Johnston](https://find.wellspent.co/advisors/robert-johnston.md) | Antonetti Capital Management | St. Petersburg, Florida | | Percentage of assets, Hourly, Fixed fees | | [Rory Carney](https://find.wellspent.co/advisors/rory-carney.md) | Hygge Advisors | St. Petersburg, Florida | | Percentage of assets, Fixed fees | | [Yale Walker](https://find.wellspent.co/advisors/yale-walker.md) | PSI Advisors | St Petersburg, 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).