Financial advisors for physicians in Florida

Which financial advisor should I talk to as a physician in Florida?

For physicians in Florida, talk to a fee-only planner who already serves doctors and knows your stage, from training through practice ownership. Student loans, disability insurance, and contract terms are decisions most generalists rarely see. Records to start with include Andrew Trammell of Trammell Wealth LLC, Hunter Kelly of Palm Valley Wealth Management and Marcus Miller of Mainstay Capital LLC.

How many fee-only financial advisors in Florida work with physicians?

The Wellspent public graph lists 35 fee-only advisors for physicians in Florida, at 22 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for physicians in Florida charge?

The most common fee among fee-only advisors for physicians in Florida is a percentage of assets, used by 100% of the 35 with fees on file. Many use more than one: 63% charge fixed fees and 46% 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.

See every fee-only advisor fee in Florida

What credentials should a financial advisor for physicians have?

For physicians, look for the CFP. In Florida, 51% of the 35 advisors listed hold the CFP.

Does Florida have a state income tax?

No. Florida has no state income tax, so federal tax drives most financial planning for residents.

What should I ask a financial advisor as a physician in Florida?

1. How many physicians do you work with, and at what career stage?
2. How would you approach my loans, including PSLF?
3. How do you evaluate own-occupation disability coverage?
4. Do you sell insurance or earn anything from it?
5. If I've worked in other states, what could I still owe there?

How current is this list of fee-only advisors for physicians 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.