# Financial advisors for family wealth transfer in Florida > For family wealth transfer in Florida, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Bennett Stein of Stein Financial LLC, Marisa Bradbury of Sigma Investment Counselors and Cayden McLaughlin of WealthAdvisor365. Page: https://find.wellspent.co/specialties/family-wealth-transfer/florida/ 184 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Florida? For family wealth transfer in Florida, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Bennett Stein of Stein Financial LLC, Marisa Bradbury of Sigma Investment Counselors and Cayden McLaughlin of WealthAdvisor365. - [Bennett Stein](https://find.wellspent.co/advisors/bennett-stein/), Stein Financial LLC, Miramar Beach. Holds the CFP and CPA. Fees on file: percentage of assets. - [Marisa Bradbury](https://find.wellspent.co/advisors/marisa-bradbury/), Sigma Investment Counselors, Lake Mary. Holds the CFP. Fees on file: percentage of assets. - [Cayden McLaughlin](https://find.wellspent.co/advisors/cayden-mclaughlin/), WealthAdvisor365, Fort Lauderdale. Holds the CFP. Fees on file: one-time planning fee, subscription. - [Michael Stanton](https://find.wellspent.co/advisors/michael-stanton/), Alpine Private Wealth, Santa Rosa Beach. Holds the CFP. Fees on file: percentage of assets. - [Alexandra Forest](https://find.wellspent.co/advisors/alexandra-forest/), 44 North Capital, Palm Beach Gardens. Holds the CFP. Fees on file: percentage of assets. - [Keith Amburgey](https://find.wellspent.co/advisors/keith-amburgey/), Rutherford Asset Planning, Tampa. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Florida work on family wealth transfer? The Wellspent public graph lists 184 fee-only advisors for family wealth transfer in Florida, at 83 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Florida located? Of the 184 fee-only advisors for family wealth transfer in Florida, 20 are in Jacksonville, followed by 15 in Tampa and 13 in Naples. ## How do fee-only advisors for family wealth transfer in Florida charge? The most common fee among fee-only advisors for family wealth transfer in Florida is a percentage of assets, used by 96% of the 184 with fees on file. Many use more than one: 65% charge fixed fees and 53% 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 family wealth transfer have? For family wealth transfer, look for the CFP and CPA. In Florida, 32% of the 184 advisors listed hold the CFP. - CFP (32% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (1% of advisors listed): CPAs handle gift tax returns and estate calculations. ## How do Florida advisors for family wealth transfer compare with the rest of the US? 53% of fee-only advisors for family wealth transfer in Florida charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 passing wealth to the next generation in Florida? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets | | [Cassandra Smalley](https://find.wellspent.co/advisors/cassandra-smalley.md) | Cassandra Smalley Wealth Management | Seminole, Florida | CFP, CFA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Douglas Marcello](https://find.wellspent.co/advisors/douglas-marcello.md) | Core Wealth Management, Inc. | Jupiter, Florida | CFP | Flat fee or retainer, Hourly, Percentage of assets | | [Edward B. Aufman](https://find.wellspent.co/advisors/edward-b-aufman.md) | Aufman Associates Inc. | Longboat Key, Florida | BS, CFP | Percentage of assets, Fixed fees | | [Cayden McLaughlin](https://find.wellspent.co/advisors/cayden-mclaughlin.md) | WealthAdvisor365 | Fort Lauderdale, Florida | CFP | One-time planning fee, Subscription, Flat fee or retainer, Percentage of assets | | [Bennett Stein](https://find.wellspent.co/advisors/bennett-stein.md) | Stein Financial LLC | Miramar Beach, Florida | CFP, CPA | Percentage of assets | | [Jacob Bartel](https://find.wellspent.co/advisors/jacob-bartel.md) | Birchcreek Wealth Management | Jacksonville, Florida | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Jordan Talbert](https://find.wellspent.co/advisors/jordan-talbert.md) | Creative Wealth Management | Punta Gorda, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Marisa Bradbury](https://find.wellspent.co/advisors/marisa-bradbury.md) | Sigma Investment Counselors | Lake Mary, Florida | CFP, CFA | Percentage of assets | | [Matthew Barrovecchio](https://find.wellspent.co/advisors/matthew-barrovecchio.md) | Christian Financial Advisors® | Odessa, Florida | CFP | Percentage of assets | | [Nicholas Maratta](https://find.wellspent.co/advisors/nicholas-maratta.md) | Occidental Asset Management | Winter Springs, Florida | CFP | Ongoing planning fee | | [Tristan Jacobi](https://find.wellspent.co/advisors/tristan-jacobi.md) | Creative Wealth Management | Punta Gorda, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Alexandra Forest](https://find.wellspent.co/advisors/alexandra-forest.md) | 44 North Capital | Palm Beach Gardens, Florida | CFP | Percentage of assets | | [Frank Garcia](https://find.wellspent.co/advisors/frank-garcia.md) | Frankly Finances | Winter Park, Florida | CFP, CFA | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Keith Amburgey](https://find.wellspent.co/advisors/keith-amburgey.md) | Rutherford Asset Planning | Tampa, Florida | CFP, CFA | Percentage of assets | | [Luke Melms](https://find.wellspent.co/advisors/luke-melms.md) | Firm Foundation Family Wealth | Ft. Lauderdale, Florida | CFP | Percentage of assets | | [Matthew McGahey](https://find.wellspent.co/advisors/matthew-mcgahey.md) | Steadfast Financial Services | Altamonte Springs, Florida | CFP, ChFC | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Aaron Pierce](https://find.wellspent.co/advisors/aaron-pierce.md) | TrueVine Family Wealth | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Ivan Mendoza](https://find.wellspent.co/advisors/ivan-mendoza.md) | Mendoza Private Wealth | North Miami, Florida | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees | | [James Belliston](https://find.wellspent.co/advisors/james-belliston.md) | Tanara Wealth Management | St. Augustine, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordi Bakovic-Quiroga](https://find.wellspent.co/advisors/jordi-bakovic-quiroga.md) | TQM Wealth Partners | St. Augustine, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Katarzyna Marczyk](https://find.wellspent.co/advisors/katarzyna-marczyk.md) | Anchor Wealth Management Group | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Alek Wyatt](https://find.wellspent.co/advisors/alek-wyatt.md) | Gryphon Wealth | Jacksonville, Florida | CFP | Percentage of assets | | [Benjamin Hein](https://find.wellspent.co/advisors/benjamin-hein.md) | OAC Capital Advisors | Miami Beach, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Bethany Evans](https://find.wellspent.co/advisors/bethany-evans.md) | Blue Ocean Capital | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Wood](https://find.wellspent.co/advisors/charles-wood.md) | Cardea Capital Advisors | Vero Beach, Florida | CFP | Percentage of assets, Fixed fees | | [Hillary Knotts](https://find.wellspent.co/advisors/hillary-knotts.md) | Blue Ocean Capital | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Jamel Gordon](https://find.wellspent.co/advisors/jamel-gordon.md) | Rose Capital Advisors | Miami Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [James Johnson](https://find.wellspent.co/advisors/james-johnson.md) | Blue Ocean Capital | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Hyrne](https://find.wellspent.co/advisors/jason-hyrne.md) | Gryphon Wealth | Jacksonville, Florida | CFP | Percentage of assets | | [Jeffrey Hoang](https://find.wellspent.co/advisors/jeffrey-hoang.md) | Paulson Wealth Management | West Palm Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Kirby](https://find.wellspent.co/advisors/joseph-kirby.md) | Gryphon Wealth | Jacksonville, Florida | CFP | Percentage of assets | | [Marguerite Cook](https://find.wellspent.co/advisors/marguerite-cook.md) | Rothschild Capital Partners | Hollywood, Florida | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew Michaels](https://find.wellspent.co/advisors/matthew-michaels.md) | Fidelis Capital | Tampa, Florida | CFP | Percentage of assets, Fixed fees | | [Michael Stanton](https://find.wellspent.co/advisors/michael-stanton.md) | Alpine Private Wealth | Santa Rosa Beach, Florida | CFP | Percentage of assets | | [Tanner Merritt](https://find.wellspent.co/advisors/tanner-merritt.md) | Keen Capital | Jacksonville, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Abraham Amador-Lindner](https://find.wellspent.co/advisors/abraham-amador-lindner.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [Andrew Hicks](https://find.wellspent.co/advisors/andrew-hicks.md) | Occidental Asset Management | Altamonte Springs, Florida | | Ongoing planning fee | | [Benjamin Greenman](https://find.wellspent.co/advisors/benjamin-greenman.md) | CORE Wealth Advisors | Lakeland, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Blair Shein](https://find.wellspent.co/advisors/blair-shein.md) | Compass Financial Group | Deerfield Beach, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Cheryl Deknatel](https://find.wellspent.co/advisors/cheryl-deknatel.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [Elaine King Fuentes](https://find.wellspent.co/advisors/elaine-king-fuentes.md) | Family and Money Matters | Coral Gables, Florida | CFP | Ongoing planning fee | | [Federico Londono Castillo](https://find.wellspent.co/advisors/federico-londono-castillo.md) | Occidental Asset Management | Altamonte Springs, Florida | | Ongoing planning fee | | [Harold Carmean](https://find.wellspent.co/advisors/harold-carmean.md) | Creative Wealth Management | Punta Gorda, Florida | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Ivan Hernandez](https://find.wellspent.co/advisors/ivan-hernandez.md) | Omnia Family Wealth | Aventura, Florida | CFP | Percentage of assets, Fixed fees | | [Jay Freeberg](https://find.wellspent.co/advisors/jay-freeberg.md) | Onyx Bridge Wealth Group | Boca Raton, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Jay Shein](https://find.wellspent.co/advisors/jay-shein.md) | Compass Financial Group | Deerfield Beach, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Margaret Bilby](https://find.wellspent.co/advisors/margaret-bilby.md) | Gen² Advisors | Maitland, Florida | CFP | Percentage of assets, Fixed fees | | [Michael Ehlenbeck](https://find.wellspent.co/advisors/michael-ehlenbeck.md) | CORE Wealth Advisors | Lakeland, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Wagner](https://find.wellspent.co/advisors/michael-wagner.md) | Omnia Family Wealth | Aventura, Florida | CFP | Percentage of assets, Fixed fees | Showing the first 50 of 184. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/florida/?page=2 ## Related - [Retirement planning in Florida](https://find.wellspent.co/specialties/retirement-planning/florida.md) - [Estate planning in Florida](https://find.wellspent.co/specialties/estate-planning/florida.md) - [Tax planning in Florida](https://find.wellspent.co/specialties/tax-planning/florida.md) - [Retirees in Florida](https://find.wellspent.co/audiences/retirees/florida.md) - [Small business owners in Florida](https://find.wellspent.co/specialties/small-business-owners/florida.md) - [Pre-retirees in Florida](https://find.wellspent.co/audiences/pre-retirees/florida.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).