| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| 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 |
| Caroline Petty | Uprise | Tampa | CFP | Hourly, Fixed fees |
| Dalton McIlrath | Fortress Wealth Planning | Jacksonville Beach | CFP | Percentage of assets, Fixed fees |
| David Cust | Means Wealth Management | Sarasota | Not listed | Percentage of assets, Flat fee or retainer |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Dustin Terry | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Gerald Skalsky | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joshua Ali | Fortress Wealth Planning | Jacksonville Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Kilburn Sherman | Maclendon Wealth Management | Jensen Beach | PFS | Percentage of assets, Hourly |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Richard Harris | Aspire Growth Partners | Miromar Lakes | CFA | Percentage of assets, Hourly |
| Warren Spoor | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Corrinne Rivers | Theory Planning Partners | Fort Pierce | CFP | Percentage of assets, Fixed fees |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Gregory Brodeur | Alpha Zero | Boca Raton | CFP, ChFC | Percentage of assets, Fixed fees |
| Hunter Brockway | Boca Retirement Strategies | Jupiter | Not listed | Percentage of assets, Hourly |
| James Dean | Guardant Wealth Advisors | Palmetto Bay | Not listed | Percentage of assets |
| Jesse Cordoba | Red Reef Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| John Youngs | Tiller Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Joseph McElwee | Legacy Wealth Planning Group | Tampa | CFP | Percentage of assets, Hourly |
| Kendal Fordham | Privileged Planning | Green Cove Springs | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Partick Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Richard Matthias | Matthias | Winter Park | Not listed | Percentage of assets, Hourly |
| Richard Simonetti | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Sean Meunier | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Thomas Balcom | 1650 Wealth Management | Lighthouse Point | CFP | Percentage of assets |
| Thomas Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |