# Financial advisors for equity compensation in Florida > For equity compensation in Florida, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Chris Diodato of WELLth Financial Planning, Bennett Stein of Stein Financial LLC and Brian Sirota of FirsTrust. Page: https://find.wellspent.co/specialties/equity-compensation/florida/ 57 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in Florida? For equity compensation in Florida, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Chris Diodato of WELLth Financial Planning, Bennett Stein of Stein Financial LLC and Brian Sirota of FirsTrust. - [Chris Diodato](https://find.wellspent.co/advisors/chris-diodato/), WELLth Financial Planning, Palm Beach Gardens. Holds the CFP and CFA. Fees on file: flat fee or retainer. - [Bennett Stein](https://find.wellspent.co/advisors/bennett-stein/), Stein Financial LLC, Miramar Beach. Holds the CPA and CFP. Fees on file: percentage of assets. - [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota/), FirsTrust, Daytona Beach. Holds the CFP and CFA. Fees on file: percentage of assets. - [David Jacoby](https://find.wellspent.co/advisors/david-jacoby/), Remote Financial Planner, Palm Beach Gardens. Holds the CFP and CFA. Fees on file: ongoing planning fee. - [Marisa Bradbury](https://find.wellspent.co/advisors/marisa-bradbury/), Sigma Investment Counselors, Lake Mary. Holds the CFP and CFA. Fees on file: percentage of assets. - [Maria Castillo Dominguez](https://find.wellspent.co/advisors/maria-castillo-dominguez/), Valoria Wealth Management, Cooper City. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. ## How many fee-only financial advisors in Florida work on equity compensation? The Wellspent public graph lists 57 fee-only advisors for equity compensation in Florida, at 36 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for equity compensation in Florida located? Of the 57 fee-only advisors for equity compensation in Florida, 17 are in Jacksonville, followed by 3 in Ponte Vedra Beach and 3 in North Palm Beach. ## How do fee-only advisors for equity compensation in Florida charge? The most common fee among fee-only advisors for equity compensation in Florida is a percentage of assets, used by 84% of the 57 with fees on file. Many use more than one: 30% charge fixed fees and 25% charge an ongoing planning fee. ## 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 much does a one-time financial plan cost in Florida? A one-time financial plan from a fee-only firm in Florida has a median price of $2,500. We found this across the published prices of 43 Florida firms. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CPA and CFP. In Florida, 51% of the 57 advisors listed hold the CFP. - EA (4% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CPA (2% of advisors listed): CPAs bring the tax modeling that exercise and sale decisions depend on. - CFP (51% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (11% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Florida advisors for equity compensation compare with the rest of the US? 30% of fee-only advisors for equity compensation in Florida charge fixed fees, compared with 37% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Florida have a state income tax? No. Florida has no state income tax, so federal tax drives most financial planning for residents. ## What happens to stock pay if you move to or from Florida? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Florida can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in Florida? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - If I've worked in other states, what could I still owe there? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation in Florida? 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 | |---|---|---|---|---| | [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets | | [Chris Diodato](https://find.wellspent.co/advisors/chris-diodato.md) | WELLth Financial Planning | Palm Beach Gardens, Florida | CFP, CFA | Flat fee or retainer | | [Jeffrey Schlotterbeck](https://find.wellspent.co/advisors/jeffrey-schlotterbeck.md) | Water Street Wealth Management | Tampa, Florida | CFP | Percentage of assets | | [Otto Rivera](https://find.wellspent.co/advisors/otto-rivera.md) | Mindful Wealth LLC | St Louis, Florida | CFP, EA | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Edward B. Aufman](https://find.wellspent.co/advisors/edward-b-aufman.md) | Aufman Associates Inc. | Longboat Key, Florida | BS, CFP | Percentage of assets, Fixed fees | | [Jake Skelhorn](https://find.wellspent.co/advisors/jake-skelhorn.md) | Spark Wealth Advisors | Jacksonville, Florida | CFP | Percentage of assets, Flat fee or retainer | | [Jeffrey McDermott](https://find.wellspent.co/advisors/jeffrey-mcdermott.md) | Create Wealth Financial Planning, LLC | Jacksonville, Florida | Certified Student Loan Professional, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Sean Gerlin](https://find.wellspent.co/advisors/sean-gerlin.md) | Envision Financial Services & Asset Management | Maitland, Florida | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees | | [Maria Castillo Dominguez](https://find.wellspent.co/advisors/maria-castillo-dominguez.md) | Valoria Wealth Management | Cooper City, Florida | CFP, EA | Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee | | [Filip Telibasa](https://find.wellspent.co/advisors/filip-telibasa.md) | Benzina Wealth | Sarasota, Florida | CFP | Flat fee or retainer, Ongoing planning fee | | [Adam Gruber](https://find.wellspent.co/advisors/adam-gruber.md) | AMG Wealth Management | Land O Lakes, Florida | CFP | Percentage of assets, Ongoing planning fee | | [Bennett Stein](https://find.wellspent.co/advisors/bennett-stein.md) | Stein Financial LLC | Miramar Beach, Florida | CFP, CPA | Percentage of assets | | [Marisa Bradbury](https://find.wellspent.co/advisors/marisa-bradbury.md) | Sigma Investment Counselors | Lake Mary, Florida | CFP, CFA | Percentage of assets | | [Nicholas Maratta](https://find.wellspent.co/advisors/nicholas-maratta.md) | Occidental Asset Management | Winter Springs, Florida | CFP | Ongoing 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 | | [Luke Melms](https://find.wellspent.co/advisors/luke-melms.md) | Firm Foundation Family Wealth | Ft. Lauderdale, Florida | CFP | Percentage of assets | | [Ross Cutler](https://find.wellspent.co/advisors/ross-cutler.md) | King Tide Advisors | Stuart, Florida | CFP | Hourly, One-time planning fee, Percentage of assets | | [Harlan Freeman](https://find.wellspent.co/advisors/harlan-freeman.md) | BrightPath Financial | Deerfield Beach, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [James Belliston](https://find.wellspent.co/advisors/james-belliston.md) | Tanara Wealth Management | St. Augustine, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordi Bakovic-Quiroga](https://find.wellspent.co/advisors/jordi-bakovic-quiroga.md) | TQM Wealth Partners | St. Augustine, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Katarzyna Marczyk](https://find.wellspent.co/advisors/katarzyna-marczyk.md) | Anchor Wealth Management Group | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Pamela Bergeson](https://find.wellspent.co/advisors/pamela-bergeson.md) | Tailwind Financial Planning | Madeira Beach, Florida | CFP | Ongoing planning fee, One-time planning fee | | [Thomas Gruber](https://find.wellspent.co/advisors/thomas-gruber.md) | AMG Wealth Management | Land O Lakes, Florida | PFS | Percentage of assets, Ongoing planning fee | | [Alek Wyatt](https://find.wellspent.co/advisors/alek-wyatt.md) | Gryphon Wealth | Jacksonville, Florida | CFP | Percentage of assets | | [David Jacoby](https://find.wellspent.co/advisors/david-jacoby.md) | Remote Financial Planner | Palm Beach Gardens, Florida | CFP, CFA | Ongoing planning fee | | [Jason Hyrne](https://find.wellspent.co/advisors/jason-hyrne.md) | Gryphon Wealth | Jacksonville, Florida | CFP | Percentage of assets | | [Joseph Kirby](https://find.wellspent.co/advisors/joseph-kirby.md) | Gryphon Wealth | Jacksonville, Florida | CFP | Percentage of assets | | [Manan Patel](https://find.wellspent.co/advisors/manan-patel.md) | Ample Wealth Partners | Saint Cloud, Florida | CFP | Percentage of assets, Fixed fees | | [Pierre-Emmanuel Jouve](https://find.wellspent.co/advisors/pierre-emmanuel-jouve.md) | InsuraWealth | Tampa, Florida | CFP | Percentage of assets, Ongoing planning fee | | [Andrew Hicks](https://find.wellspent.co/advisors/andrew-hicks.md) | Occidental Asset Management | Altamonte Springs, Florida | | Ongoing planning fee | | [Federico Londono Castillo](https://find.wellspent.co/advisors/federico-londono-castillo.md) | Occidental Asset Management | Altamonte Springs, Florida | | Ongoing planning fee | | [Matthew Dellovo](https://find.wellspent.co/advisors/matthew-dellovo.md) | BFA Wealth Management | Delray Beach, Florida | | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Julie Betoni](https://find.wellspent.co/advisors/julie-betoni.md) | Ignite Financial | Ponte Vedra Beach, Florida | CFP | Percentage of assets, Fixed fees | | [William Hammond](https://find.wellspent.co/advisors/william-hammond.md) | TechView Wealth Advisors | St. Petersburg, Florida | | Percentage of assets | | [Joseph Cefalu](https://find.wellspent.co/advisors/joseph-cefalu.md) | Downtown Wealth Studios | Miami, Florida | | Percentage of assets, Fixed fees | | [Alexander Bateh](https://find.wellspent.co/advisors/alexander-bateh.md) | Gryphon Wealth | Jacksonville, Florida | | Percentage of assets | | [Alexander Potenza](https://find.wellspent.co/advisors/alexander-potenza.md) | Skyview Financial Group | Ponte Vedra Beach, Florida | | Percentage of assets, Fixed fees | | [Alexander Potenza](https://find.wellspent.co/advisors/alexander-potenza-7588825.md) | Skyview Financial Group | Ponte Vedra Beach, Florida | | Percentage of assets, Fixed fees | | [Ana Abreu](https://find.wellspent.co/advisors/ana-abreu.md) | Gryphon Wealth | Jacksonville, Florida | | Percentage of assets | | [Benjamin Bjork](https://find.wellspent.co/advisors/benjamin-bjork.md) | Navista Wealth Management | Naples, Florida | | Percentage of assets, Hourly, Fixed fees | | [Bhagwati Sangani](https://find.wellspent.co/advisors/bhagwati-sangani.md) | Gryphon Wealth | Jacksonville, Florida | | Percentage of assets | | [Giosefin Tonej](https://find.wellspent.co/advisors/giosefin-tonej.md) | Gryphon Wealth | Jacksonville, Florida | | Percentage of assets | | [Grant Garretson](https://find.wellspent.co/advisors/grant-garretson.md) | Gryphon Wealth | Jacksonville, Florida | | Percentage of assets | | [Jeffrey Wyatt](https://find.wellspent.co/advisors/jeffrey-wyatt.md) | Gryphon Wealth | Jacksonville, Florida | | Percentage of assets | | [Joel Braswell](https://find.wellspent.co/advisors/joel-braswell.md) | Holden Family Office | North Palm Beach, Florida | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joshua Krafchick](https://find.wellspent.co/advisors/joshua-krafchick.md) | 369 Financial | Jacksonville, Florida | | One-time planning fee | | [Joyce Walker](https://find.wellspent.co/advisors/joyce-walker.md) | Gryphon Wealth | Jacksonville, Florida | | Percentage of assets | | [Melissa Storch](https://find.wellspent.co/advisors/melissa-storch.md) | Gryphon Wealth | Jacksonville, Florida | | Percentage of assets | | [Micah Gibson](https://find.wellspent.co/advisors/micah-gibson.md) | Heritage Oak Wealth Advisors | Santa Rosa Beach, Florida | | Percentage of assets | | [Randal Trinidad-Ambar](https://find.wellspent.co/advisors/randal-trinidad-ambar.md) | Gryphon Wealth | Jacksonville, Florida | | Percentage of assets | Showing the first 50 of 57. The full list, page by page: https://find.wellspent.co/specialties/equity-compensation/florida/?page=2 ## Related - [Retirement planning in Florida](https://find.wellspent.co/specialties/retirement-planning/florida.md) - [Estate planning in Florida](https://find.wellspent.co/specialties/estate-planning/florida.md) - [Tax planning in Florida](https://find.wellspent.co/specialties/tax-planning/florida.md) - [Retirees in Florida](https://find.wellspent.co/audiences/retirees/florida.md) - [Family wealth transfer in Florida](https://find.wellspent.co/specialties/family-wealth-transfer/florida.md) - [Small business owners in Florida](https://find.wellspent.co/specialties/small-business-owners/florida.md) ## 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).