| Michael Stanton | Alpine Private Wealth | Santa Rosa Beach | CFP | Percentage of assets |
| Sean Guldi | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Elaine King Fuentes | Family and Money Matters | Coral Gables | CFP | Ongoing planning fee |
| Harold Carmean | Creative Wealth Management | Punta Gorda | Not listed | Percentage of assets, Ongoing planning fee |
| Jacob Carris | Jake Carris Financial Planning | Orlando | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Jay Freeberg | Onyx Bridge Wealth Group | Boca Raton | CFP | Percentage of assets, Hourly |
| Marisol Andreoni | Utopia Wealth Management | Coconut Creek | Not listed | Percentage of assets, Hourly |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Alexis Hongamen | Total Financial Planning | Orlando | CFP | Hourly |
| Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. | The World Changers | Miami | Not listed | Percentage of assets, Subscription |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | CFA | Percentage of assets, Hourly |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Pedro Gomez | Brickell Financial Group | Miami | CFP | Percentage of assets, Hourly |
| Thomas DaMour | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Troy Davis | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Alberto Crespo | Crespo Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| Andrew Hill | Andrew Hill Investment Advisors | Naples | CFA | Percentage of assets |
| Andrew Machata | Semper Wealth Management | Oviedo | CFP | Percentage of assets, Hourly |
| Caroline Petty | Uprise | Tampa | CFP | Hourly, Fixed fees |
| Charles Poe | Grand Central Investment Group | Tampa | CFA | Percentage of assets, Hourly |
| 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 |
| Kilburn Sherman | Maclendon Wealth Management | Jensen Beach | PFS | Percentage of assets, Hourly |
| Marshall Gilman | Onyx Bridge Wealth Group | Port St. Lucie | ChFC | Percentage of assets, Hourly |
| 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 |
| 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 |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Corey Oliver | Camarda Wealth Advisory Group | Fleming Island | 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 |
| Forrest Knopps | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Hunter Brockway | Boca Retirement Strategies | Jupiter | Not listed | Percentage of assets, Hourly |
| Jacqueline Bos | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Jessica Adams | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| 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 |
| Karle Simmons | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Kellie Kelleher | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Kendal Fordham | Privileged Planning | Green Cove Springs | Not listed | Percentage of assets, Flat fee or retainer |
| Kimberly Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Mark Elhilow | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| 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 |