# Financial advisors for sustainable investing in Florida > For sustainable investing in Florida, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Timothy Videnka of Forza Wealth Management, R. Shea Newton of Financial Journey LLC and Matthew Barrovecchio of Christian Financial Advisors®. Page: https://find.wellspent.co/specialties/sustainable-investing/florida/ 34 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about sustainable investing in Florida? For sustainable investing in Florida, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Timothy Videnka of Forza Wealth Management, R. Shea Newton of Financial Journey LLC and Matthew Barrovecchio of Christian Financial Advisors®. - [Timothy Videnka](https://find.wellspent.co/advisors/timothy-videnka/), Forza Wealth Management, Sarasota. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [R. Shea Newton](https://find.wellspent.co/advisors/r-shea-newton/), Financial Journey LLC, Pensacola. Holds the CFP. Fees on file: one-time planning fee, percentage of assets. - [Matthew Barrovecchio](https://find.wellspent.co/advisors/matthew-barrovecchio/), Christian Financial Advisors®, Odessa. Holds the CFP. Fees on file: percentage of assets. - [Andrew Hill](https://find.wellspent.co/advisors/andrew-hill/), Andrew Hill Investment Advisors, Naples. Holds the CFA. Fees on file: percentage of assets. - [Deb Meyer](https://find.wellspent.co/advisors/deb-meyer/), WorthyNest LLC, Punta Gorda. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Joseph Smith](https://find.wellspent.co/advisors/joseph-smith-4824900/), StillBlue Financial Partners, Jacksonville. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Florida work on sustainable investing? The Wellspent public graph lists 34 fee-only advisors for sustainable investing in Florida, at 13 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for sustainable investing in Florida located? Of the 34 fee-only advisors for sustainable investing in Florida, 8 are in Lake Mary, followed by 6 in Sarasota and 4 in Naples. ## How do fee-only advisors for sustainable investing in Florida charge? The most common fee among fee-only advisors for sustainable investing in Florida is a percentage of assets, used by 100% of the 34 with fees on file. Many use more than one: 18% charge fixed fees and 18% 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. ## What credentials should a financial advisor for sustainable investing have? For sustainable investing, look for the CFA and CFP. In Florida, 21% of the 34 advisors listed hold the CFP. - CFA (12% of advisors listed): The CFA helps with evaluating funds and their holdings. - CFP (21% of advisors listed): The CFP keeps your values tied to your goals. ## How do Florida advisors for sustainable investing compare with the rest of the US? 18% of fee-only advisors for sustainable investing in Florida charge by the hour, compared with 46% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor about sustainable investing in Florida? - What specifically would you exclude or include for me? - How do you check that a fund does what its name says? - How would this change my expected returns and costs? - How will you report on the impact of my portfolio? ## How current is this list of fee-only advisors for sustainable investing 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [R. Shea Newton](https://find.wellspent.co/advisors/r-shea-newton.md) | Financial Journey LLC | Pensacola, Florida | CFP, EA, RICP | One-time planning fee, Percentage of assets | | [Deb Meyer](https://find.wellspent.co/advisors/deb-meyer.md) | WorthyNest LLC | Punta Gorda, Florida | CFP, CPA | Percentage of assets, Fixed fees | | [Matthew Barrovecchio](https://find.wellspent.co/advisors/matthew-barrovecchio.md) | Christian Financial Advisors® | Odessa, Florida | CFP | Percentage of assets | | [Charles Wood](https://find.wellspent.co/advisors/charles-wood.md) | Cardea Capital Advisors | Vero Beach, Florida | CFP | Percentage of assets, Fixed fees | | [Joseph Smith](https://find.wellspent.co/advisors/joseph-smith-4824900.md) | StillBlue Financial Partners | Jacksonville, Florida | CFP | Percentage of assets, Hourly | | [Michael Demassa](https://find.wellspent.co/advisors/michael-demassa.md) | Forza Wealth Management | Sarasota, Florida | CFP, CFA | Percentage of assets, Hourly | | [Timothy Videnka](https://find.wellspent.co/advisors/timothy-videnka.md) | Forza Wealth Management | Sarasota, Florida | CFP, CFA | Percentage of assets, Hourly | | [Fradel Barber](https://find.wellspent.co/advisors/fradel-barber.md) | The World Changers | Miami , Florida | | Percentage of assets, Subscription | | [Andrew Hill](https://find.wellspent.co/advisors/andrew-hill.md) | Andrew Hill Investment Advisors | Naples, Florida | CFA | Percentage of assets | | [Diane Huntley](https://find.wellspent.co/advisors/diane-huntley.md) | Forza Wealth Management | Sarasota, Florida | CFA | Percentage of assets, Hourly | | [Aliredha Walji](https://find.wellspent.co/advisors/aliredha-walji.md) | ShariaPortfolio | Lake Mary, Florida | | Percentage of assets | | [Allan Paull](https://find.wellspent.co/advisors/allan-paull.md) | ShariaPortfolio | Lake Mary, Florida | | Percentage of assets | | [Colin Callahan](https://find.wellspent.co/advisors/colin-callahan.md) | Callahan Wealth Advisory | Orlando, Florida | | Percentage of assets | | [David Zallo](https://find.wellspent.co/advisors/david-zallo.md) | SFG Wealth Advisors | Tampa , Florida | | Percentage of assets | | [Habib Anwar](https://find.wellspent.co/advisors/habib-anwar.md) | ShariaPortfolio | Lake Mary, Florida | | Percentage of assets | | [Ishaq Mohiuddin](https://find.wellspent.co/advisors/ishaq-mohiuddin.md) | ShariaPortfolio | Lake Mary, Florida | | Percentage of assets | | [Jeffrey Kopp](https://find.wellspent.co/advisors/jeffrey-kopp.md) | Cardea Capital Advisors | Jacksonville, Florida | | Percentage of assets, Fixed fees | | [Kendall Borchardt](https://find.wellspent.co/advisors/kendall-borchardt.md) | Cardea Capital Advisors | Vero Beach, Florida | | Percentage of assets, Fixed fees | | [Mahdi Walji](https://find.wellspent.co/advisors/mahdi-walji.md) | ShariaPortfolio | Richmond, Florida | | Percentage of assets | | [Melissa Manley](https://find.wellspent.co/advisors/melissa-manley.md) | StillBlue Financial Partners | Jacksonville, Florida | | Percentage of assets, Hourly | | [Natalia Callahan](https://find.wellspent.co/advisors/natalia-callahan.md) | Callahan Wealth Advisory | Orlando, Florida | | Percentage of assets | | [Naushad Virji](https://find.wellspent.co/advisors/naushad-virji.md) | ShariaPortfolio | Lake Mary, Florida | | Percentage of assets | | [Rezwana Abed](https://find.wellspent.co/advisors/rezwana-abed.md) | ShariaPortfolio | Lake Mary, Florida | | Percentage of assets | | [Richard Roscelli](https://find.wellspent.co/advisors/richard-roscelli.md) | Cardea Capital Advisors | Vero Beach, Florida | | Percentage of assets, Fixed fees | | [Roxanna Guinan](https://find.wellspent.co/advisors/roxanna-guinan.md) | Cardea Capital Advisors | Coral Gables, Florida | | Percentage of assets, Fixed fees | | [Shafaq Kazi](https://find.wellspent.co/advisors/shafaq-kazi.md) | ShariaPortfolio | Lake Mary, Florida | | Percentage of assets | | [Shafran Shurid](https://find.wellspent.co/advisors/shafran-shurid.md) | ShariaPortfolio | Lake Mary, Florida | | Percentage of assets | | [Christopher Vernon](https://find.wellspent.co/advisors/christopher-vernon.md) | Andrew Hill Investment Advisors | Naples, Florida | | Percentage of assets | | [Jennifer Figurelli](https://find.wellspent.co/advisors/jennifer-figurelli.md) | Andrew Hill Investment Advisors | Naples, Florida | | Percentage of assets | | [John Mann](https://find.wellspent.co/advisors/john-mann.md) | High Probability Advisors | Fort Meyers, Florida | | Percentage of assets | | [Kimberly Evener](https://find.wellspent.co/advisors/kimberly-evener.md) | Forza Wealth Management | Sarasota, Florida | | Percentage of assets, Hourly | | [Sean O'Brien](https://find.wellspent.co/advisors/sean-o-brien.md) | Andrew Hill Investment Advisors | Naples, Florida | | Percentage of assets | | [Daniel Rose](https://find.wellspent.co/advisors/daniel-rose.md) | T. Rose & Associates | Sarasota, Florida | | Percentage of assets, Performance-based fees | | [Timothy Rose](https://find.wellspent.co/advisors/timothy-rose.md) | T. Rose & Associates | Sarasota, Florida | | Percentage of assets, Performance-based fees | ## Related - [Retirement planning in Florida](https://find.wellspent.co/specialties/retirement-planning/florida.md) - [Estate planning in Florida](https://find.wellspent.co/specialties/estate-planning/florida.md) - [Tax planning in Florida](https://find.wellspent.co/specialties/tax-planning/florida.md) - [Retirees in Florida](https://find.wellspent.co/audiences/retirees/florida.md) - [Family wealth transfer in Florida](https://find.wellspent.co/specialties/family-wealth-transfer/florida.md) - [Small business owners in Florida](https://find.wellspent.co/specialties/small-business-owners/florida.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).