Financial advisors for sustainable investing in Florida
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®.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Timothy Videnka Forza Wealth Management, Sarasota Holds the CFA and CFP. Fees on file: percentage of assets, hourly.
- R. Shea Newton Financial Journey LLC, Pensacola Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Matthew Barrovecchio Christian Financial Advisors®, Odessa Holds the CFP. Fees on file: percentage of assets.
- Andrew Hill Andrew Hill Investment Advisors, Naples Holds the CFA. Fees on file: percentage of assets.
- Deb Meyer WorthyNest LLC, Punta Gorda Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Joseph Smith 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.
Plus 10 in other cities.
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.
- CFA12% in Florida
- The CFA helps with evaluating funds and their holdings.
- CFP21% in Florida
- 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.
Dark bars are Florida. Light bars are all US advisors for sustainable investing.
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.
All 34 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| R. Shea Newton | Financial Journey LLC | Pensacola | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| Deb Meyer | WorthyNest LLC | Punta Gorda | CFP, CPA | Percentage of assets, Fixed fees |
| Matthew Barrovecchio | Christian Financial Advisors® | Odessa | CFP | Percentage of assets |
| Charles Wood | Cardea Capital Advisors | Vero Beach | CFP | Percentage of assets, Fixed fees |
| Joseph Smith | StillBlue Financial Partners | Jacksonville | CFP | Percentage of assets, Hourly |
| Michael Demassa | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, Hourly |
| Timothy Videnka | Forza Wealth Management | Sarasota | CFP, CFA | Percentage of assets, 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 |
| Andrew Hill | Andrew Hill Investment Advisors | Naples | CFA | Percentage of assets |
| Diane Huntley | Forza Wealth Management | Sarasota | CFA | Percentage of assets, Hourly |
| Aliredha Walji | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Allan Paull | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| 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 |
| Habib Anwar | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Ishaq Mohiuddin | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Jeffrey Kopp | Cardea Capital Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Kendall Borchardt | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Mahdi Walji | ShariaPortfolio | Richmond | Not listed | Percentage of assets |
| Melissa Manley | StillBlue Financial Partners | Jacksonville | Not listed | Percentage of assets, Hourly |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Naushad Virji | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Rezwana Abed | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Richard Roscelli | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Roxanna Guinan | Cardea Capital Advisors | Coral Gables | Not listed | Percentage of assets, Fixed fees |
| Shafaq Kazi | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Shafran Shurid | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Christopher Vernon | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Jennifer Figurelli | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| John Mann | High Probability Advisors | Fort Meyers | Not listed | Percentage of assets |
| Kimberly Evener | Forza Wealth Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Sean O'Brien | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Daniel Rose | T. Rose & Associates | Sarasota | Not listed | Percentage of assets, Performance-based fees |
| Timothy Rose | T. Rose & Associates | Sarasota | Not listed | Percentage of assets, Performance-based fees |
Want a shorter list for sustainable investing?
Tell us what you need and we'll narrow Florida's 34 advisors to the few who fit.
Get matched in 2 minutes