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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
John Cunningham Reality Financial Planning Services Sarasota CFP Percentage of assets, Hourly
Joseph Kirby Gryphon Wealth Jacksonville CFP Percentage of assets
Joseph Smith StillBlue Financial Partners Jacksonville CFP Percentage of assets, Hourly
Ljubisa Vrcelj Camarda Wealth Advisory Group Fleming Island CFP Percentage of assets, Hourly
Manan Patel Ample Wealth Partners Saint Cloud CFP Percentage of assets, Fixed fees
Matthew Michaels Fidelis Capital Tampa CFP Percentage of assets, Fixed fees
Nicholas Gyeszat Reality Financial Planning Services Sarasota CFP Percentage of assets, Hourly
Pierre-Emmanuel Jouve InsuraWealth Tampa CFP Percentage of assets, Ongoing planning fee
Tanner Merritt Keen Capital Jacksonville CFP Percentage of assets, Hourly
William Losey Bill Losey Retirement Solutions The Villages CFP Percentage of assets
Alexandra Demosthenes Boca Wealth Advisors Boca Raton CFP Percentage of assets, Fixed fees
Andrew Hicks Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Arthur Canter Boca Wealth Advisors Boca Raton CFP Percentage of assets, Fixed fees
Barbara Nooney Flavin, Nooney & Person Melbourne CFP, PFS Percentage of assets, Hourly
Bradley Lacore Cogent Private Wealth Orlando CFP Percentage of assets, Fixed fees
David Bennett Unify Financial Advisors Clearwater CFP Percentage of assets, Hourly
Diana Kahn The Financial Pharmacist Aventura CFP Flat fee or retainer
Federico Londono Castillo Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Harold Carmean Creative Wealth Management Punta Gorda Not listed Percentage of assets, Ongoing planning fee
Ivan Hernandez Omnia Family Wealth Aventura CFP Percentage of assets, Fixed fees
Marisol Andreoni Utopia Wealth Management Coconut Creek Not listed Percentage of assets, Hourly
Matthew Cochran Atlantic Edge Wealth Jacksonville CFA Percentage of assets
Matthew Dellovo BFA Wealth Management Delray Beach Not listed Percentage of assets, Flat fee or retainer
Matthew Treskovich Flavin, Nooney & Person Melbourne CFP, PFS, CFA Percentage of assets, Hourly
Michael Dixon Your Planning Partner Palm Beach Gardens PFS Percentage of assets, Hourly
Michael Wagner Omnia Family Wealth Aventura CFP Percentage of assets, Fixed fees
Nelson Greene Highline Private Wealth Jacksonville CFP Percentage of assets
Nicholas Dawson New Perspective Wealth Management St. Petersburg CFP Percentage of assets, Hourly
Stephen Santangelo Matriarch Wealth Management Miami CFA Percentage of assets, Hourly
Thomas Flavin Flavin, Nooney & Person Melbourne CFP, PFS Percentage of assets, Hourly
Tyler Heckman Flavin, Nooney & Person Melbourne CFP Percentage of assets, Hourly
Valerie Lasher-Adelman William Howard & Co. Financial Advisors Boca Raton CFP Percentage of assets, Hourly
Anastasiya Kolodiy Highland Investment Advisors Ponte Vedra Not listed Percentage of assets, Fixed fees
Brian Timm Global Financial Private Client Sarasota CFP Percentage of assets, Hourly
Charles Kerwood Waller Financial Planning Group Naples CFP, ChFC Percentage of assets, Hourly
Derek Hartman Global Financial Private Client Sarasota CFP Percentage of assets, Hourly
Geoffrey Frazier Global Financial Private Client Sarasota CFP, ChFC Percentage of assets, Hourly
Jeffrey Camarda Camarda Wealth Advisory Group Fleming Island CFA Percentage of assets, Hourly
John Dougherty Dougherty Investment Advisors Spring Hill Not listed Percentage of assets, Hourly
Jonathan Davis One Day Wealth Management Ocala CFP, ChFC, CFA Percentage of assets
Julie Betoni Ignite Financial Ponte Vedra Beach CFP Percentage of assets, Fixed fees
Julio Lopez-Brito Sensible Money Miami CFP Percentage of assets, Fixed fees
Justin Ellsesser Matthias Winter Park CFA Percentage of assets, Hourly
Michael Soroudi DAiM Palm Beach Gardens CFA Percentage of assets, Hourly
Oscar Vives Ortiz Sensible Money Riverview CFP, PFS Percentage of assets, Fixed fees
Patrick Manconi Dougherty Investment Advisors Spring Hill Not listed Percentage of assets, Hourly
Paul Bush Steadfast Financial Services Green Cove Springs Not listed Percentage of assets, Ongoing planning fee
Ronald Cantlay Financial Independence Advisors Deland CFP Percentage of assets
Seann Dougherty Dougherty Investment Advisors Spring Hill Not listed Percentage of assets, Hourly
Stephen Fedak Global Financial Private Client Sarasota CFP Percentage of assets, Hourly