| Phillip McGrath | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Preston Byrnes | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Robert Williams | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Sam Curmaci | SAC Investment Management | Ft. Lauderdale | Not listed | Percentage of assets |
| Sarah Ivanovic | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Sebastian Guerra | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Stacey Beverley | Compass Financial Group | Deerfield Beach | Not listed | Percentage of assets, Hourly |
| Stephen Casey | Signet Financial Management of Southwest Florida | Estero | Not listed | Percentage of assets, Hourly |
| Stuart Brisgel | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Timothy Morris | Zenith Wealth Management | Orlando | Not listed | Percentage of assets, Hourly |
| William Hazlett | WH Financial | Stuart | ChFC | Fixed fees |
| Alan Rubin | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| Alexander Cooke | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Allen Montgomery | Capstone Wealth Management | Lakeland | Not listed | Percentage of assets, Fixed fees |
| Anne Maclean | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Anthony Visintin | Federmann Financial Advisors | Tampa | Not listed | Percentage of assets, Hourly |
| Austin Franks | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| Benjamin Hall | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Brett Chipser | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Cesar Murillo | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Christopher Kline | Capstone Wealth Management | Lakeland | Not listed | Percentage of assets, Fixed fees |
| Daniel Greenwald | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| David Flanders | Momentum Wealth Planning | Estero | Not listed | Percentage of assets |
| David Robbins | Varney Wealth Management | Tampa | Not listed | Flat fee or retainer |
| David Thompson | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Erik Johnson | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Gregory Adams | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Ivan Rosa | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jake Rubin | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| Jennifer Foster | SmartPlan Investing | Juno Beach | Not listed | Not listed |
| Jennifer Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |
| Jerry Bainbridge | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Jill Gibb | Targeted Financial Services | Seminole | Not listed | Percentage of assets, Hourly |
| Joe Baker | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| Joel Oldham | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| John Smith | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jordan Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |
| Jorge Aroche | Globalinvest Financial Services | Coral Gables | Not listed | Percentage of assets |
| Jorge Gullon | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Joshua Helman | SmartPlan Investing | Juno Beach | Not listed | Not listed |
| Katie Kingsman | Kingsman Wealth Management | Pensacola | Not listed | Percentage of assets |
| Kenneth Ouellette | Orca Wealth Management | New Port Richey | Not listed | Percentage of assets, Hourly |
| Kyle Krasker | Olivar & Greb Capital Management | Maitland | Not listed | Percentage of assets, Hourly |
| Lindsey Colaco | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Molly Lazor | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Neil Scott | American Family Legacy Group | Temple Terrace | Not listed | Percentage of assets, Hourly |
| Pritam Dhavale | Wealth Compounders | Wesley Chapel | Not listed | Percentage of assets, Hourly |
| Ricardo Donalexis | Insight Family Financial | Sarasota | Not listed | One-time planning fee, Ongoing planning fee |
| Robert McCarver | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Robroy Wiley | SmartPlan Investing | Juno Beach | Not listed | Not listed |