Fee-only financial advisors in St. Petersburg, Florida
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jorge Soriano Financial Optimist LLC Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
- Steven Wotovich Lighthouse Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Mike Noce Olsen Family Financial, LLC Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Maria Erickson Freedom Financial & Business Planning Holds the CFP. Fees on file: hourly, flat fee or retainer.
- Jen Smith Pink Streets Financial Planning Holds the CFP. Fees on file: one-time planning fee.
- William Arnold AVID Planning Holds the CFP. Fees on file: flat fee or retainer.
By the numbers
- Advisors listed
- 32
- Firms
- 25
- Cities
- 3
- Hold the CFP
- 31%
- Other credentials: CFA 6% · EA 3% · ChFC 6%
- How they charge (of 32 with fees on file): percentage of assets 88% · hourly 78% · fixed fees 69% · one-time planning fee 13%
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 St. Petersburg by what you need
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Questions about fee-only advisors in St. Petersburg
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.
All 32 advisors in St. Petersburg
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jorge Soriano Financial and tax planning for young families and professionals focused on early retirement, with no age or asset minimums. | Financial Optimist LLC | Saint Petersburg | CFP, EA | Subscription, One-time planning fee |
| William Arnold | AVID Planning | Saint Petersburg | CFP | Flat fee or retainer |
| Mike Noce | Olsen Family Financial, LLC | Saint Petersburg | CFP, ChFC | Flat fee or retainer, Hourly |
| Jen Smith Advice-only, values-first planning without judgment for individuals and families who want their money to support their lives. | Pink Streets Financial Planning | St. Petersburg | CFP | One-time planning fee |
| Maria Erickson | Freedom Financial & Business Planning | Saint Petersburg | CFP | Hourly, Flat fee or retainer |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Steven Wotovich | Lighthouse Financial | Saint Petersburg | CFP, CFA | Percentage of assets, Hourly |
| William Hammond | TechView Wealth Advisors | St. Petersburg | Not listed | Percentage of assets |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Warren Spoor | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Christopher Gettelfinger | S.E.E.D. Planning Group | Saint Petersburg | Not listed | Percentage of assets, Hourly |
| Dodd Disler | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jake Pendl | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| James Spoor | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| John Shepherd | BlueDoor Private Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Richard Franz | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Stephen Bunch | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Aileen Logan | Logan Financial Planning | St Petersburg | Not listed | Percentage of assets, Hourly |
| Daniel Spalding | Chiron Capital Management | St Petersburg | Not listed | Percentage of assets, Fixed fees |
| Sam Logan | Logan Financial Planning | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Caroline Cziesla | American Dream | St. Petersburg | CFP | Percentage of assets, Hourly |
| John Donovan | Advisorplanner | St. Petersburg | CFP | Percentage of assets, Hourly |
| Nicole Savage | Wild Iris Financial | St. Petersburg | CFP | Percentage of assets, Hourly |
| Michael McKee | MAC Investment Management | Saint Petersburg | CFA | Percentage of assets, Fixed fees |
| Michael Noce | Olsen Family Financial | St. Petersburg | ChFC | Percentage of assets, Hourly |
| David Harpool | Avid Planning | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jason Kaplan | Neptune Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jonathan Henrich | Mozella Asset Management | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Kyle Allen | One DAY in July | St. Petersburg | Not listed | Percentage of assets, Fixed fees |
| Robert Johnston | Antonetti Capital Management | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Rory Carney | Hygge Advisors | St. Petersburg | Not listed | Percentage of assets, Fixed fees |
| Yale Walker | PSI Advisors | St Petersburg | Not listed | Percentage of assets, Hourly |
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