# Fee-only financial advisors in Winter Park, Florida > Start with a fee-only advisor in Winter Park whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Frank Garcia of Frankly Finances, Stephen Curley of 55 North Private Wealth and Francisco Aguilera of Aviance Capital Partners, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/florida/winter-park/ 32 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Winter Park? Start with a fee-only advisor in Winter Park whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Frank Garcia of Frankly Finances, Stephen Curley of 55 North Private Wealth and Francisco Aguilera of Aviance Capital Partners, chosen for their credentials and fees on file. ## How many fee-only advisors in Winter Park are there? The Wellspent public graph lists 32 fee-only advisors in Winter Park, at 17 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Winter Park focus on? The most common focus among fee-only advisors in Winter Park is estate planning (7), followed by tax planning (6) and retirement planning (4). Advisors can list more than one. ## How do fee-only advisors in Winter Park charge? The most common fee among fee-only advisors in Winter Park is a percentage of assets, used by 97% of the 32 with fees on file. Many use more than one: 63% charge by the hour and 44% 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 Winter Park hold the CFP? 41% of the 32 fee-only advisors in Winter Park 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 Winter Park? 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 | |---|---|---|---|---| | [John West](https://find.wellspent.co/advisors/john-west.md) | Spraker West Wealth Management, Inc. | Winter Park, Florida | CFP, MBA | Percentage of assets, Hourly, One-time planning fee | | [Frank Garcia](https://find.wellspent.co/advisors/frank-garcia.md) | Frankly Finances | Winter Park, Florida | CFP, CFA | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Jarett Busacca](https://find.wellspent.co/advisors/jarett-busacca.md) | Venture Wealth Solutions | Winter Park, Florida | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Charles Meeks](https://find.wellspent.co/advisors/charles-meeks.md) | Meeks Capital | Winter Park, Florida | CFP | Percentage of assets | | [Justin Ellsesser](https://find.wellspent.co/advisors/justin-ellsesser.md) | Matthias | Winter Park, Florida | CFA | Percentage of assets, Hourly, Fixed fees | | [Erik Margetts](https://find.wellspent.co/advisors/erik-margetts.md) | Prostatis Group | Winter Park, Florida | | Percentage of assets, Hourly | | [Jeffrey Nielson](https://find.wellspent.co/advisors/jeffrey-nielson.md) | Avenues Wealth | Winter Park, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Matthias](https://find.wellspent.co/advisors/richard-matthias.md) | Matthias | Winter Park, Florida | | Percentage of assets, Hourly, Fixed fees | | [Andrew Birkmire](https://find.wellspent.co/advisors/andrew-birkmire.md) | 55 North Private Wealth | Winter Park, Florida | CFP | Percentage of assets | | [Andrew Bras](https://find.wellspent.co/advisors/andrew-bras.md) | American Financial Advisors | Winter Park, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Darrell Devaney](https://find.wellspent.co/advisors/darrell-devaney.md) | 55 North Private Wealth | Winter Park, Florida | CFP | Percentage of assets | | [Eric Walter](https://find.wellspent.co/advisors/eric-walter.md) | Spraker West Wealth Management | Winter Park, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Francisco Aguilera](https://find.wellspent.co/advisors/francisco-aguilera.md) | Aviance Capital Partners | Winter Park, Florida | CFP, CFA | Percentage of assets, Fixed fees | | [Matthew Boyce](https://find.wellspent.co/advisors/matthew-boyce.md) | American Financial Advisors | Winter Park, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Curley](https://find.wellspent.co/advisors/stephen-curley.md) | 55 North Private Wealth | Winter Park, Florida | CFP, CFA | Percentage of assets | | [Stephen Overstreet](https://find.wellspent.co/advisors/stephen-overstreet.md) | Financial Planning Office of Stephen Overstreet, P.A. | Winter Park, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Henry Hostetter](https://find.wellspent.co/advisors/henry-hostetter.md) | 55 North Private Wealth | Winter Park, Florida | PFS | Percentage of assets | | [Kyron Harold](https://find.wellspent.co/advisors/kyron-harold.md) | Spraker West Wealth Management | Winter Park, Florida | CFA | Percentage of assets, Hourly, Fixed fees | | [Mark Wichrowski](https://find.wellspent.co/advisors/mark-wichrowski.md) | 55 North Private Wealth | Winter Park, Florida | CFA | Percentage of assets | | [Michael Ackerman](https://find.wellspent.co/advisors/michael-ackerman.md) | 55 North Private Wealth | Winter Park, Florida | CFA | Percentage of assets | | [Steven Seager](https://find.wellspent.co/advisors/steven-seager.md) | 55 North Private Wealth | Winter Park, Florida | CFA | Percentage of assets | | [William Mertes](https://find.wellspent.co/advisors/william-mertes.md) | American Financial Advisors | Winter Park, Florida | CFA | Percentage of assets, Hourly, Fixed fees | | [Alexander Bras](https://find.wellspent.co/advisors/alexander-bras.md) | American Financial Advisors | Winter Park, Florida | | Percentage of assets, Hourly, Fixed fees | | [Eliza Kwentus](https://find.wellspent.co/advisors/eliza-kwentus.md) | Destiny Wealth Partners | Winter Park, Florida | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [James Cable](https://find.wellspent.co/advisors/james-cable.md) | American Financial Advisors | Winter Park, Florida | | Percentage of assets, Hourly, Fixed fees | | [James Sewell](https://find.wellspent.co/advisors/james-sewell.md) | Green Vista Asset Management | Winter Park, Florida | | Percentage of assets, Hourly | | [Lisa Grady-Strange](https://find.wellspent.co/advisors/lisa-grady-strange.md) | Rivertree Advisors | Winter Park, Florida | | Percentage of assets | | [Mark Bras](https://find.wellspent.co/advisors/mark-bras.md) | American Financial Advisors | Winter Park, Florida | | Percentage of assets, Hourly, Fixed fees | | [Peter Mataras](https://find.wellspent.co/advisors/peter-mataras.md) | Alphaq Advisors | Winter Park, Florida | | Percentage of assets, Hourly | | [Roger Toelke](https://find.wellspent.co/advisors/roger-toelke.md) | Dobson Street | Winter Park, Florida | | Percentage of assets, Hourly | | [Syed Rizvi](https://find.wellspent.co/advisors/syed-rizvi.md) | Alphaq Advisors | Winter Park, Florida | | Percentage of assets, Hourly | | [Theodore Rich](https://find.wellspent.co/advisors/theodore-rich.md) | Rivertree Advisors | Winter Park, Florida | | Percentage of assets | ## 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).