Financial advisors for equity compensation in Florida
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Chris Diodato WELLth Financial Planning, Palm Beach Gardens Holds the CFP and CFA. Fees on file: flat fee or retainer.
- Bennett Stein Stein Financial LLC, Miramar Beach Holds the CPA and CFP. Fees on file: percentage of assets.
- Brian Sirota FirsTrust, Daytona Beach Holds the CFP and CFA. Fees on file: percentage of assets.
- David Jacoby Remote Financial Planner, Palm Beach Gardens Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Marisa Bradbury Sigma Investment Counselors, Lake Mary Holds the CFP and CFA. Fees on file: percentage of assets.
- 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.
Plus 30 in other cities.
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.
- EA4% in Florida
- Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps.
- CPA2% in Florida
- CPAs bring the tax modeling that exercise and sale decisions depend on.
- CFP51% in Florida
- The CFP covers the full plan the grants have to fit into.
- CFA11% in Florida
- 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.
Dark bars are Florida. Light bars are all US advisors for equity compensation.
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.
All 57 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally | WELLth Financial Planning | Palm Beach Gardens | CFP, CFA | Flat fee or retainer |
| Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. | Water Street Wealth Management | Tampa | CFP | Percentage of assets |
| Otto Rivera | Mindful Wealth LLC | St Louis | CFP, EA | Ongoing planning fee, Percentage of assets |
| Edward B. Aufman | Aufman Associates Inc. | Longboat Key | BS, CFP | Percentage of assets, Fixed fees |
| Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees | Spark Wealth Advisors | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey McDermott | Create Wealth Financial Planning, LLC | Jacksonville | Certified Student Loan Professional, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| Maria Castillo Dominguez | Valoria Wealth Management | Cooper City | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Filip Telibasa | Benzina Wealth | Sarasota | CFP | Flat fee or retainer, Ongoing planning fee |
| Adam Gruber | AMG Wealth Management | Land O Lakes | CFP | Percentage of assets, Ongoing planning fee |
| Bennett Stein | Stein Financial LLC | Miramar Beach | CFP, CPA | Percentage of assets |
| Marisa Bradbury | Sigma Investment Counselors | Lake Mary | CFP, CFA | Percentage of assets |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ | Firm Foundation Family Wealth | Ft. Lauderdale | CFP | Percentage of assets |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Harlan Freeman | BrightPath Financial | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| James Belliston | Tanara Wealth Management | St. Augustine | CFP | Percentage of assets, Hourly |
| Jordi Bakovic-Quiroga | TQM Wealth Partners | St. Augustine | CFP | Percentage of assets, Hourly |
| Katarzyna Marczyk | Anchor Wealth Management Group | West Palm Beach | CFP | Percentage of assets, Hourly |
| Pamela Bergeson | Tailwind Financial Planning | Madeira Beach | CFP | Ongoing planning fee, One-time planning fee |
| Thomas Gruber | AMG Wealth Management | Land O Lakes | PFS | Percentage of assets, Ongoing planning fee |
| Alek Wyatt | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| David Jacoby | Remote Financial Planner | Palm Beach Gardens | CFP, CFA | Ongoing planning fee |
| Jason Hyrne | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Joseph Kirby | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Manan Patel | Ample Wealth Partners | Saint Cloud | CFP | Percentage of assets, Fixed fees |
| Pierre-Emmanuel Jouve | InsuraWealth | Tampa | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Matthew Dellovo | BFA Wealth Management | Delray Beach | Not listed | Percentage of assets, Flat fee or retainer |
| Julie Betoni | Ignite Financial | Ponte Vedra Beach | CFP | Percentage of assets, Fixed fees |
| William Hammond | TechView Wealth Advisors | St. Petersburg | Not listed | Percentage of assets |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Alexander Bateh | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Ana Abreu | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Bhagwati Sangani | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Giosefin Tonej | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Grant Garretson | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Jeffrey Wyatt | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Joshua Krafchick | 369 Financial | Jacksonville | Not listed | One-time planning fee |
| Joyce Walker | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Melissa Storch | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Randal Trinidad-Ambar | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
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