| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Barbara Nooney | Flavin, Nooney & Person | Melbourne | CFP, PFS | Percentage of assets, Hourly |
| Benjamin Greenman | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Blair Shein | Compass Financial Group | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Bradley Lacore | Cogent Private Wealth | Orlando | CFP | Percentage of assets, Fixed fees |
| Cheryl Deknatel | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| David Bennett | Unify Financial Advisors | Clearwater | CFP | Percentage of assets, Hourly |
| Diana Kahn | The Financial Pharmacist | Aventura | CFP | Flat fee or retainer |
| Elaine King Fuentes | Family and Money Matters | Coral Gables | CFP | Ongoing planning fee |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Harold Carmean | Creative Wealth Management | Punta Gorda | Not listed | Percentage of assets, Ongoing planning fee |
| Ivan Hernandez | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Jay Freeberg | Onyx Bridge Wealth Group | Boca Raton | CFP | Percentage of assets, Hourly |
| Jay Shein | Compass Financial Group | Deerfield Beach | CFP | Percentage of assets, Hourly |
| Mario Payne | TOAMS Financial | Jacksonville | CFP | Percentage of assets, Fixed fees |
| Marisol Andreoni | Utopia Wealth Management | Coconut Creek | Not listed | Percentage of assets, Hourly |
| Matthew Cochran | Atlantic Edge Wealth | Jacksonville | CFA | Percentage of assets |
| Matthew Dellovo | BFA Wealth Management | Delray Beach | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Treskovich | Flavin, Nooney & Person | Melbourne | CFP, PFS, CFA | Percentage of assets, Hourly |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Michael Ehlenbeck | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Michael Wagner | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Nathan Dunham | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nelson Greene | Highline Private Wealth | Jacksonville | CFP | Percentage of assets |
| Nicolaas Letschert | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Thomas Flavin | Flavin, Nooney & Person | Melbourne | CFP, PFS | Percentage of assets, Hourly |
| Tyler Heckman | Flavin, Nooney & Person | Melbourne | CFP | Percentage of assets, Hourly |
| Valerie Lasher-Adelman | William Howard & Co. Financial Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Blake Flanders | Momentum Wealth Planning | Estero | CFP | Percentage of assets |
| Brian Timm | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Charles Kerwood | Waller Financial Planning Group | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Craig Chuang | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| David Teas | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| Derek Hartman | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Frederick Maclean | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| Frederick Maclean, Jr. | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| Geoffrey Frazier | Global Financial Private Client | Sarasota | CFP, ChFC | Percentage of assets, Hourly |
| Jeff Realejo | Heritage Investment Group | Pompano Beach | CFP | Percentage of assets |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | CFA | Percentage of assets, Hourly |
| John Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| John Leeming | JL Bainbridge | Sarasota | CFP | Percentage of assets |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Kevin Jordan | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| Nicklaus Mattingly | Heritage Investment Group | Tampa | CFP | Percentage of assets |
| Patrick Manconi | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Paul Bush | Steadfast Financial Services | Green Cove Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Seann Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |