Financial advisors for tax planning in Florida
Which financial advisor should I talk to about tax planning in Florida?
For tax planning in Florida, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include DJ Hunt of Moisand Fitzgerald Tamayo, LLC, Franklin Gay of Tobias Financial Advisors and Jorge Soriano of Financial Optimist LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- DJ Hunt Moisand Fitzgerald Tamayo, LLC, Jacksonville Holds the EA, CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Franklin Gay Tobias Financial Advisors, Plantation Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly.
- Jorge Soriano Financial Optimist LLC, Saint Petersburg Holds the EA and CFP. Fees on file: subscription, one-time planning fee.
- R. Shea Newton Financial Journey LLC, Pensacola Holds the EA and CFP. Fees on file: one-time planning fee, percentage of assets.
- Bennett Stein Stein Financial LLC, Miramar Beach Holds the CPA and CFP. Fees on file: percentage of assets.
- Leo Lavezza Financial Consulate, Inc., Fernandina Beach Holds the CPA and CFP. Fees on file: ongoing planning fee.
How many fee-only financial advisors in Florida work on tax planning?
The Wellspent public graph lists 328 fee-only advisors for tax planning in Florida, at 168 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tax planning in Florida located?
Of the 328 fee-only advisors for tax planning in Florida, 45 are in Jacksonville, followed by 26 in Miami and 15 in Tampa.
Plus 219 in other cities.
How do fee-only advisors for tax planning in Florida charge?
The most common fee among fee-only advisors for tax planning in Florida is a percentage of assets, used by 89% of the 327 with fees on file. Many use more than one: 50% charge by the hour and 49% charge fixed fees.
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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Florida, 40% of the 328 advisors listed hold the CFP.
- EA2% in Florida
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in Florida
- CPAs bring broad tax and accounting depth.
- CFP40% in Florida
- The CFP connects tax decisions to the rest of the plan.
How do Florida advisors for tax planning compare with the rest of the US?
40% of fee-only advisors for tax planning in Florida hold the CFP, compared with 50% of the 5,860 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 tax planning.
Does Florida have a state income tax?
No. Florida has no state income tax, so federal tax drives most financial planning for residents.
What should I ask a financial advisor about tax planning in Florida?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- If I've worked in other states, what could I still owe there?
How current is this list of fee-only advisors for tax planning 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 328 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jorge Soriano Financial and tax planning for young families and professionals focused on early retirement, with no age or asset minimums. | Financial Optimist LLC | Saint Petersburg | CFP, EA | Subscription, One-time planning fee |
| Alex Ammar Advice-only planning for people aiming to become financially independent and retire early within 10 years, with education built in. | Paradox Financial LLC | Montverde | CFP | One-time planning fee, Hourly |
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Hunter Kelly | Palm Valley Wealth Management | Saint Augustine | CFP | Percentage of assets |
| Keith Hensley Clear, actionable plans for pre-retirees and retirees, offered through an ongoing flat-fee relationship or a one-time project. | Florida Financial Planning | Winter Garden | CFP | Subscription, One-time planning fee |
| Marcus Miller | Mainstay Capital LLC | Lakeland | CFP | Ongoing planning fee, Percentage of assets |
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Hourly, Ongoing planning fee |
| Chris Shoup | Southshore Financial Planning | Tampa | CFP | Flat fee or retainer, Ongoing planning fee |
| Jason Richmond | Pruitt Richmond Wealth Management | Estero | CFP | Percentage of assets, Ongoing planning fee |
| Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. | Water Street Wealth Management | Tampa | CFP | Percentage of assets |
| John West | Spraker West Wealth Management, Inc. | Winter Park | CFP, MBA | Percentage of assets, Hourly |
| Jordan Drinkhouse | Glow Financial Planning LLC | Spring Hill | CFP | Flat fee or retainer, Ongoing planning fee |
| Kevin Burkle Flat-fee, one-time early retirement plans for people who want to keep control of their investments, with ongoing software access. | HCP Wealth Planning, LLC | Jacksonville | CFP | One-time planning fee |
| Kyle Newell | Newell Wealth Management | Winter Garden | CFP, CRPC | Percentage of assets, One-time planning fee |
| Leo Lavezza | Financial Consulate, Inc. | Fernandina Beach | CFP, CPA, MBA, CIMA | Ongoing planning fee |
| Otto Rivera | Mindful Wealth LLC | St Louis | CFP, EA | Ongoing planning fee, Percentage of assets |
| R. Shea Newton | Financial Journey LLC | Pensacola | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| Alissa Maizes | Amplify My Wealth | Boca Raton | CFP, JD | Ongoing planning fee, One-time planning fee |
| Angela Wetzig | Sage Wealth Consulting, LLC | Sarasota | CFP | Percentage of assets |
| Demel Gonzalez | Heartwood Financial Services | Sanford | CFP | Percentage of assets, One-time planning fee |
| Desiree Kaul Tax preparation and financial planning that reflects each client's values, from a planner with years of counseling and teaching experience. | Kaul Financial Solutions | Satellite Beach | CFP, ChFC, EA | Subscription, One-time planning fee |
| DJ Hunt | Moisand Fitzgerald Tamayo, LLC | Jacksonville | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| Douglas Marcello | Core Wealth Management, Inc. | Jupiter | CFP | Flat fee or retainer, Hourly |
| Edward B. Aufman | Aufman Associates Inc. | Longboat Key | BS, CFP | Percentage of assets, Fixed fees |
| Elizabeth Barrett | Sterling Wealth Advisors® | Plantation | CFP, CKA, MA | Percentage of assets, Ongoing planning fee |
| Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees | Spark Wealth Advisors | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| John Krehbiel | Krehbiel Financial LLC | Satellite Beach | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Joshua Duncan | F5 Financial | Venice | CFP, MS, PhD | Percentage of assets, Ongoing planning fee |
| Marty O'Leary | Stadium Financial LLC | Orlando | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Matthew Ferrell | MADE Financial Design | Land O Lakes | CFP | Percentage of assets, Ongoing planning fee |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| Steven Clark | Clark Financial Planning Services LLC | Coconut Creek | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| William Arnold | AVID Planning | Saint Petersburg | CFP | Flat fee or retainer |
| Amy Riddell | AFT Financial Planning | Tampa | CFA, CFP | Hourly, One-time planning fee |
| C Garrett Moore | C Garrett Moore, CFP® | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| Daniel Kopp | Wise Stewardship Financial Planning | Lakewood Ranch | CFP, MSFP | Ongoing planning fee |
| Deb Meyer | WorthyNest LLC | Punta Gorda | CFP, CPA | Percentage of assets, Fixed fees |
| Garrett Moore | Moore Financial Management, Inc. | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| Holly Donaldson Plain-language, step-by-step planning for DIY investors across the U.S., with a focus on the psychology of money. | Holly Donaldson Financial Planning, LLC | Gainesville | AAMS, CFP, MA, MBA | One-time planning fee, Hourly |
| James Estep Iii | Everest Financial Advisors | Cooper City | CFP | Percentage of assets, Hourly |
| Leo Nunez | Everest Financial Advisors | Cooper City | CFP | Percentage of assets, Hourly |
| Maria Castillo Dominguez | Valoria Wealth Management | Cooper City | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Rebecca Noss | Healthy Wealth | Niceville | CFP, ChFC | Hourly, Ongoing planning fee |
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Adam Gruber | AMG Wealth Management | Land O Lakes | CFP | Percentage of assets, Ongoing planning fee |
| Bennett Stein | Stein Financial LLC | Miramar Beach | CFP, CPA | Percentage of assets |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Jordan Talbert | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
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