| Jeffrey Hoang | Paulson Wealth Management | West Palm Beach | CFP | Percentage of assets, Hourly |
| John Cunningham | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Jonathan Bottaro | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Jose Martin | LifeCraft Wealth | Sunrise | CFP | Percentage of assets |
| Joseph Fernandez | Invenio Wealth Partners | Coral Gables | CFP | Percentage of assets, Hourly |
| Joseph Kirby | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Joseph Smith | StillBlue Financial Partners | Jacksonville | CFP | Percentage of assets, Hourly |
| Ljubisa Vrcelj | Camarda Wealth Advisory Group | Fleming Island | CFP | Percentage of assets, Hourly |
| Manan Patel | Ample Wealth Partners | Saint Cloud | CFP | Percentage of assets, Fixed fees |
| Marguerite Cook | Rothschild Capital Partners | Hollywood | CFP | Percentage of assets, Hourly |
| Matthew Riggins | Mash Financial Planning | Jacksonville | CFP | Percentage of assets, One-time planning fee |
| Melissa Montalvo | Atticus Wealth Management | Palm Beach Gardens | CFP, ChFC | Percentage of assets |
| Nicholas Gyeszat | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Sean Guldi | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Stephan Zehner | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| Tanner Merritt | Keen Capital | Jacksonville | CFP | Percentage of assets, Hourly |
| William Losey | Bill Losey Retirement Solutions | The Villages | CFP | Percentage of assets |
| Alexandra Demosthenes | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Arthur Canter | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| 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 |
| Chris Parker | Parker Financial Planning | Bradenton | CFP | Percentage of assets, Ongoing planning fee |
| Christoper Steele | Professional Advisory Services | Vero Beach | CFP | Percentage of assets |
| David Bennett | Unify Financial Advisors | Clearwater | CFP | Percentage of assets, Hourly |
| Diana Kahn | The Financial Pharmacist | Aventura | CFP | Flat fee or retainer |
| 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 |
| James Eppes | Eppes Wealth Management | Satellite Beach | CFP | One-time planning fee, Flat fee or retainer |
| Jay Shein | Compass Financial Group | Deerfield Beach | CFP | Percentage of assets, Hourly |
| Jeremy Goldberg | Professional Advisory Services | Vero Beach | CFP, CFA | Percentage of assets |
| Kelly Meinders | Professional Advisory Services | Vero Beach | CFP | Percentage of assets |
| Kenneth Klegon | William Mack & Associates | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Linda Smith | William Mack & Associates | Treasure Island | CFP | Percentage of assets, Ongoing planning fee |
| 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 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 |
| Nathan Dunham | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Thomas Flavin | Flavin, Nooney & Person | Melbourne | CFP, PFS | Percentage of assets, Hourly |
| Tyler Chacon | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | CFP | Percentage of assets, One-time planning fee |
| 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 |
| Alexis Hongamen | Total Financial Planning | Orlando | CFP | Hourly |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |