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Financial advisors for tax planning in Florida

All 328 advisors

Fee-only advisors for tax planning in Florida: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Marisa Bradbury Sigma Investment Counselors Lake Mary CFP, CFA Percentage of assets
Matthew Barrovecchio Christian Financial Advisors® Odessa CFP Percentage of assets
Nicholas Chiricosta Utopia Wealth Management Coconut Creek CFP Percentage of assets, Hourly
Nicholas Maratta Occidental Asset Management Winter Springs CFP Ongoing planning fee
Tristan Jacobi Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Adam Stoeckler Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Beverly Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Frank Garcia Frankly Finances Winter Park CFP, CFA Hourly, Flat fee or retainer
Jarett Busacca Venture Wealth Solutions Winter Park CFP Ongoing planning fee, One-time planning fee
John Murphy Davis Capital Management Jacksonville CFP Percentage of assets, Hourly
Keith Amburgey Rutherford Asset Planning Tampa CFP, CFA Percentage of assets
Maria Erickson Freedom Financial & Business Planning Saint Petersburg CFP Hourly, Flat fee or retainer
Mark Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Matthew McGahey Steadfast Financial Services Altamonte Springs CFP, ChFC Percentage of assets, Ongoing planning fee
Michael Macke Wealth 73 Jacksonville CFP Flat fee or retainer, Ongoing planning fee
Robert Dignan Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Ross Cutler We aim to be readily available to clients at all times. King Tide Advisors Stuart CFP Hourly, One-time planning fee
Ryan Rocuant Mutual Trust Advisory Group Estero CFP Percentage of assets, Flat fee or retainer
Scott Schatzle Mutual Trust Advisory Group Estero CFP Percentage of assets, Flat fee or retainer
Troy Lerche Davis Capital Management Jacksonville CFP Percentage of assets, Hourly
Aaron Pierce TrueVine Family Wealth Naples CFP Percentage of assets, Hourly
Allison Beckham Beckham Financial Miami CFP Percentage of assets, Flat fee or retainer
Brett Lozowski Life Planning Partners Jacksonville CFP Ongoing planning fee
Carol Dixon Your Planning Partner Palm Beach Gardens CFP Percentage of assets, Hourly
Carolyn McClanahan Life Planning Partners Jacksonville CFP Ongoing planning fee
Dale Hershman Hourly or ongoing investment advice on biotech, healthcare and dividend stocks for FIRE seekers, expats and entrepreneurs. Sick Advisory Services Boca Raton Not listed Subscription, One-time planning fee
Eric Felty Equity Advisors of Kentucky St Pete Beach CFP Percentage of assets
Harlan Freeman BrightPath Financial Deerfield Beach CFP, CFA Percentage of assets, Hourly
Ivan Mendoza Mendoza Private Wealth North Miami CFP, ChFC, CFA Percentage of assets, Hourly
James Belliston Tanara Wealth Management St. Augustine CFP Percentage of assets, Hourly
James Moore Campbell Financial Partners Bradenton CFP Percentage of assets, One-time planning fee
Jeffery Albaneze Atlantic Edge Wealth Jacksonville CFP Percentage of assets
John Dewitt Lakeshore Advisors Fort Lauderdale CFP Percentage of assets
Jordi Bakovic-Quiroga TQM Wealth Partners St. Augustine CFP Percentage of assets, Hourly
Pamela Bergeson Tailwind Financial Planning Madeira Beach CFP Ongoing planning fee, One-time planning fee
Randy Kurtz Upper Left Wealth Management Tampa CFP Percentage of assets
Stephen Sanders Life Planning Partners Jacksonville CFP Ongoing planning fee
Thomas Gruber AMG Wealth Management Land O Lakes PFS Percentage of assets, Ongoing planning fee
Adam Drake Highland Investment Advisors Ponte Vedra CFA Percentage of assets, Fixed fees
Alek Wyatt Gryphon Wealth Jacksonville CFP Percentage of assets
Anna Wunderlich Camarda Wealth Advisory Group Fleming Island CFP Percentage of assets, Hourly
Bethany Evans Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
Brian Pope Pope Wealth Management Lakewood Ranch CFP Percentage of assets
Brian Rezny Rezny Wealth Management Fort Myers CFP Percentage of assets
George Kiraly LodeStar Naples CFP Percentage of assets, Hourly
Hillary Knotts Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
Jamel Gordon Rose Capital Advisors Miami Beach CFP Percentage of assets, Hourly
James Johnson Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
Jason Hyrne Gryphon Wealth Jacksonville CFP Percentage of assets
Jeffrey Hoang Paulson Wealth Management West Palm Beach CFP Percentage of assets, Hourly