| Stephen Fedak | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Theodore Zamerski | Prosperity Path Advisers | Vero Beach | PFS, CFA | Percentage of assets, Hourly |
| Thomas DaMour | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Thomas Knightly | American Family Legacy Group | Clearwater | CFP, ChFC | Percentage of assets, Hourly |
| Todd Macke | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Troy Davis | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| William Hammond | TechView Wealth Advisors | St. Petersburg | Not listed | Percentage of assets |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Alberto Crespo | Crespo Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| Amilka Delgado | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |
| Andrew Hill | Andrew Hill Investment Advisors | Naples | CFA | Percentage of assets |
| Anthony Wall | Upper Left Wealth Management | Tampa | Not listed | Percentage of assets |
| Brianna Aviles | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Chad Kunc | CPK Wealth Management | Fort Myers | Not listed | Percentage of assets |
| Christian Paterok | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Christopher Ragain | Sentinel Wealth & Tax | Bonita Springs | Not listed | Ongoing planning fee |
| Dana Lyon | Capital Wise Advisory | Wesley Chapel | Not listed | Percentage of assets |
| David Cust | Means Wealth Management | Sarasota | Not listed | Percentage of assets, Flat fee or retainer |
| Derek Stross | CORE Wealth Advisors | Lakeland | PFS | Percentage of assets, Hourly |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Dustin Terry | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| Ethan Caldarelli | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Gerald Skalsky | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| John Jones | Wisdom Planning Group | Orlando | CFP | Percentage of assets, Fixed fees |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joshua Angell | Poinciana Advisors Group | Palm Beach Gardens | CFA | Percentage of assets |
| Kathleen Campbell | Campbell Financial Partners | Fort Myers | Not listed | Percentage of assets, One-time planning fee |
| Laleeta Hill | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Larry Elkin | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| Marshall Gilman | Onyx Bridge Wealth Group | Port St. Lucie | ChFC | Percentage of assets, Hourly |
| Melinda Kibler | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Michael Scott | CORE Wealth Advisors | Lakeland | CFA | Percentage of assets, Hourly |
| Nicholas Carman | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Paul Babij | Sundial Wealth | Delray Beach | CFA | Percentage of assets, Hourly |
| Paul Means | Means Wealth Management | Venice | Not listed | Percentage of assets, Flat fee or retainer |
| Regan Flaherty | ProAthlete Wealth Management | Boca Raton | CFP | Percentage of assets |
| Robert Filosa | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Thomas Walsh | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Warren Burger | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| Warren Spoor | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| William George | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| William McDavid | Flavin, Nooney & Person | Gainesville | PFS | Percentage of assets, Hourly |
| Austin Nelson | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Bryan Courchesne | DAiM | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |