| 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 |
| Maria Erickson | Freedom Financial & Business Planning | Saint Petersburg | CFP | Hourly, Flat fee or retainer |
| Mark Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Matthew McGahey | Steadfast Financial Services | Altamonte Springs | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Michael Macke | Wealth 73 | Jacksonville | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Dignan | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Ryan Rocuant | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Scott Schatzle | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Troy Lerche | Davis Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Aaron Pierce | TrueVine Family Wealth | Naples | CFP | Percentage of assets, Hourly |
| Allison Beckham | Beckham Financial | Miami | CFP | Percentage of assets, Flat fee or retainer |
| Brett Lozowski | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Carol Dixon | Your Planning Partner | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Carolyn McClanahan | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Elizabeth McCollum | Prosperity Financial Planning | Celebration | CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Felty | Equity Advisors of Kentucky | St Pete Beach | CFP | Percentage of assets |
| Harlan Freeman | BrightPath Financial | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| James Belliston | Tanara Wealth Management | St. Augustine | CFP | Percentage of assets, Hourly |
| James Moore | Campbell Financial Partners | Bradenton | CFP | Percentage of assets, One-time planning fee |
| Jeffery Albaneze | Atlantic Edge Wealth | Jacksonville | CFP | Percentage of assets |
| John Dewitt | Lakeshore Advisors | Fort Lauderdale | CFP | Percentage of assets |
| 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 |
| Randy Kurtz | Upper Left Wealth Management | Tampa | CFP | Percentage of assets |
| Stephen Sanders | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Thomas Gruber | AMG Wealth Management | Land O Lakes | PFS | Percentage of assets, Ongoing planning fee |
| Adam Drake | Highland Investment Advisors | Ponte Vedra | CFA | Percentage of assets, Fixed fees |
| Anna Wunderlich | Camarda Wealth Advisory Group | Fleming Island | CFP | Percentage of assets, Hourly |
| Benjamin Hein | OAC Capital Advisors | Miami Beach | CFP, CFA | Percentage of assets, Hourly |
| Bethany Evans | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Charles Meeks | Meeks Capital | Winter Park | CFP | Percentage of assets |
| Charles Wood | Cardea Capital Advisors | Vero Beach | CFP | Percentage of assets, Fixed fees |
| Colin Arnold | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| Genevieve George | Pelican Financial Planning & Wealth | Jupiter | CFP | Percentage of assets, Fixed fees |
| Hillary Knotts | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Jamel Gordon | Rose Capital Advisors | Miami Beach | CFP | Percentage of assets, Hourly |
| James Johnson | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Jeffrey Hoang | Paulson Wealth Management | West Palm Beach | CFP | Percentage of assets, Hourly |
| John Cunningham | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Joseph Fernandez | Invenio Wealth Partners | Coral Gables | CFP | Percentage of assets, Hourly |
| Joseph Smith | StillBlue Financial Partners | Jacksonville | CFP | Percentage of assets, Hourly |
| Ljubisa Vrcelj | Camarda Wealth Advisory Group | Fleming Island | CFP | Percentage of assets, Hourly |
| Manan Patel | Ample Wealth Partners | Saint Cloud | CFP | Percentage of assets, Fixed fees |
| Melissa Montalvo | Atticus Wealth Management | Palm Beach Gardens | CFP, ChFC | Percentage of assets |
| Nicholas Gyeszat | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Stephan Zehner | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| Abraham Amador-Lindner | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |