Fee-only financial advisors in Winter Park, Florida
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Frank Garcia Frankly Finances Holds the CFP and CFA. Fees on file: hourly, flat fee or retainer.
- Stephen Curley 55 North Private Wealth Holds the CFP and CFA. Fees on file: percentage of assets.
- Francisco Aguilera Aviance Capital Partners Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- John West Spraker West Wealth Management, Inc. Holds the CFP. Fees on file: percentage of assets, hourly.
- Charles Meeks Meeks Capital Holds the CFP. Fees on file: percentage of assets.
- Jarett Busacca Venture Wealth Solutions Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
By the numbers
- Advisors listed
- 32
- Firms
- 17
- Hold the CFP
- 41%
- Other credentials: CFA 28%
- How they charge (of 32 with fees on file): percentage of assets 97% · hourly 63% · fixed fees 44% · one-time planning fee 9%
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 Winter Park by what you need
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Questions about fee-only advisors in Winter Park
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.
All 32 advisors in Winter Park
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| John West | Spraker West Wealth Management, Inc. | Winter Park | CFP, MBA | Percentage of assets, Hourly |
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Jarett Busacca | Venture Wealth Solutions | Winter Park | CFP | Ongoing planning fee, One-time planning fee |
| Charles Meeks | Meeks Capital | Winter Park | CFP | Percentage of assets |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| Jeffrey Nielson | Avenues Wealth | Winter Park | CFP | Percentage of assets, Hourly |
| Richard Matthias | Matthias | Winter Park | Not listed | Percentage of assets, Hourly |
| Andrew Birkmire | 55 North Private Wealth | Winter Park | CFP | Percentage of assets |
| Andrew Bras | American Financial Advisors | Winter Park | CFP | Percentage of assets, Hourly |
| Darrell Devaney | 55 North Private Wealth | Winter Park | CFP | Percentage of assets |
| Eric Walter | Spraker West Wealth Management | Winter Park | CFP | Percentage of assets, Hourly |
| Francisco Aguilera | Aviance Capital Partners | Winter Park | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Boyce | American Financial Advisors | Winter Park | CFP | Percentage of assets, Hourly |
| Stephen Curley | 55 North Private Wealth | Winter Park | CFP, CFA | Percentage of assets |
| Stephen Overstreet | Financial Planning Office of Stephen Overstreet, P.A. | Winter Park | CFP | Percentage of assets, Hourly |
| Henry Hostetter | 55 North Private Wealth | Winter Park | PFS | Percentage of assets |
| Kyron Harold | Spraker West Wealth Management | Winter Park | CFA | Percentage of assets, Hourly |
| Mark Wichrowski | 55 North Private Wealth | Winter Park | CFA | Percentage of assets |
| Michael Ackerman | 55 North Private Wealth | Winter Park | CFA | Percentage of assets |
| Steven Seager | 55 North Private Wealth | Winter Park | CFA | Percentage of assets |
| William Mertes | American Financial Advisors | Winter Park | CFA | Percentage of assets, Hourly |
| Alexander Bras | American Financial Advisors | Winter Park | Not listed | Percentage of assets, Hourly |
| Eliza Kwentus | Destiny Wealth Partners | Winter Park | Not listed | Percentage of assets, Hourly |
| James Cable | American Financial Advisors | Winter Park | Not listed | Percentage of assets, Hourly |
| James Sewell | Green Vista Asset Management | Winter Park | Not listed | Percentage of assets, Hourly |
| Lisa Grady-Strange | Rivertree Advisors | Winter Park | Not listed | Percentage of assets |
| Mark Bras | American Financial Advisors | Winter Park | Not listed | Percentage of assets, Hourly |
| Peter Mataras | Alphaq Advisors | Winter Park | Not listed | Percentage of assets, Hourly |
| Roger Toelke | Dobson Street | Winter Park | Not listed | Percentage of assets, Hourly |
| Syed Rizvi | Alphaq Advisors | Winter Park | Not listed | Percentage of assets, Hourly |
| Theodore Rich | Rivertree Advisors | Winter Park | Not listed | Percentage of assets |
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