Financial advisors for estate planning in Florida
Which financial advisor should I talk to about estate planning in Florida?
For estate planning in Florida, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Bennett Stein of Stein Financial LLC, Leo Lavezza of Financial Consulate, Inc. and Alissa Maizes of Amplify My Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Bennett Stein Stein Financial LLC, Miramar Beach Holds the CFP and CPA. Fees on file: percentage of assets.
- Leo Lavezza Financial Consulate, Inc., Fernandina Beach Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Alissa Maizes Amplify My Wealth, Boca Raton Holds the CFP and JD. Fees on file: ongoing planning fee, one-time planning fee.
- DJ Hunt Moisand Fitzgerald Tamayo, LLC, Jacksonville Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Deb Meyer WorthyNest LLC, Punta Gorda Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Franklin Gay Tobias Financial Advisors, Plantation Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Florida work on estate planning?
The Wellspent public graph lists 358 fee-only advisors for estate planning in Florida, at 168 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Florida located?
Of the 358 fee-only advisors for estate planning in Florida, 23 are in Jacksonville, followed by 23 in Miami and 21 in Palm Beach Gardens.
Plus 258 in other cities.
How do fee-only advisors for estate planning in Florida charge?
The most common fee among fee-only advisors for estate planning in Florida is a percentage of assets, used by 92% of the 358 with fees on file. Many use more than one: 55% charge fixed fees and 49% charge by the hour.
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 estate planning have?
For estate planning, look for the CFP and CPA. In Florida, 40% of the 358 advisors listed hold the CFP.
- CFP40% in Florida
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA1% in Florida
- CPAs help with estate and gift tax filings.
How do Florida advisors for estate planning compare with the rest of the US?
49% of fee-only advisors for estate planning in Florida charge by the hour, compared with 44% of the 6,172 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 estate planning.
Does Florida have an estate or inheritance tax?
No. Florida has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Florida?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning 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 358 advisors
| 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 |
| Alex Ammar Advice-only planning for people aiming to become financially independent and retire early within 10 years, with education built in. | Paradox Financial LLC | Montverde | CFP | One-time planning fee, Hourly |
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Hunter Kelly | Palm Valley Wealth Management | Saint Augustine | CFP | Percentage of assets |
| Keith Hensley Clear, actionable plans for pre-retirees and retirees, offered through an ongoing flat-fee relationship or a one-time project. | Florida Financial Planning | Winter Garden | CFP | Subscription, One-time planning fee |
| Marcus Miller | Mainstay Capital LLC | Lakeland | CFP | Ongoing planning fee, Percentage of assets |
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Hourly, Ongoing planning fee |
| Chris Shoup | Southshore Financial Planning | Tampa | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| John West | Spraker West Wealth Management, Inc. | Winter Park | CFP, MBA | Percentage of assets, Hourly |
| Jordan Drinkhouse | Glow Financial Planning LLC | Spring Hill | CFP | Flat fee or retainer, Ongoing planning fee |
| Kyle Newell | Newell Wealth Management | Winter Garden | CFP, CRPC | Percentage of assets, One-time planning fee |
| Leo Lavezza | Financial Consulate, Inc. | Fernandina Beach | CFP, CPA, MBA, CIMA | Ongoing planning fee |
| R. Shea Newton | Financial Journey LLC | Pensacola | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| Alissa Maizes | Amplify My Wealth | Boca Raton | CFP, JD | Ongoing planning fee, One-time planning fee |
| Angela Wetzig | Sage Wealth Consulting, LLC | Sarasota | CFP | Percentage of assets |
| Demel Gonzalez | Heartwood Financial Services | Sanford | CFP | Percentage of assets, One-time planning fee |
| DJ Hunt | Moisand Fitzgerald Tamayo, LLC | Jacksonville | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| Douglas Marcello | Core Wealth Management, Inc. | Jupiter | CFP | Flat fee or retainer, Hourly |
| Edward B. Aufman | Aufman Associates Inc. | Longboat Key | BS, CFP | Percentage of assets, Fixed fees |
| Elizabeth Barrett | Sterling Wealth Advisors® | Plantation | CFP, CKA, MA | Percentage of assets, Ongoing planning fee |
| Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees | Spark Wealth Advisors | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| John Krehbiel | Krehbiel Financial LLC | Satellite Beach | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Joshua Duncan | F5 Financial | Venice | CFP, MS, PhD | Percentage of assets, Ongoing planning fee |
| Marty O'Leary | Stadium Financial LLC | Orlando | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| William Arnold | AVID Planning | Saint Petersburg | CFP | Flat fee or retainer |
| Daniel Kopp | Wise Stewardship Financial Planning | Lakewood Ranch | CFP, MSFP | Ongoing planning fee |
| Deb Meyer | WorthyNest LLC | Punta Gorda | CFP, CPA | Percentage of assets, Fixed fees |
| James Estep Iii | Everest Financial Advisors | Cooper City | CFP | Percentage of assets, Hourly |
| Leo Nunez | Everest Financial Advisors | Cooper City | CFP | Percentage of assets, Hourly |
| Rebecca Noss | Healthy Wealth | Niceville | CFP, ChFC | Hourly, Ongoing planning fee |
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Trishul Patel | Investing Forever Advisory | West Palm Beach | BS, CFP, MBA | Percentage of assets, 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 |
| Jordan Talbert | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Marisa Bradbury | Sigma Investment Counselors | Lake Mary | CFP, CFA | Percentage of assets |
| Matthew Barrovecchio | Christian Financial Advisors® | Odessa | CFP | Percentage of assets |
| Nicholas Chiricosta | Utopia Wealth Management | Coconut Creek | CFP | Percentage of assets, Hourly |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Tristan Jacobi | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Adam Stoeckler | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Alexandra Forest | 44 North Capital | Palm Beach Gardens | CFP | Percentage of assets |
| Beverly Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| 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 |
| John Murphy | Davis Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Keith Amburgey | Rutherford Asset Planning | Tampa | CFP, CFA | Percentage of assets |
Want a shorter list for estate planning?
Tell us what you need and we'll narrow Florida's 358 advisors to the few who fit.
Get matched in 2 minutes