| Theodore Zamerski | Prosperity Path Advisers | Vero Beach | PFS, CFA | Percentage of assets, Hourly |
| Thomas DaMour | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Troy Davis | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| William Hammond | TechView Wealth Advisors | St. Petersburg | Not listed | Percentage of assets |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Andrew Brady | Brady Family Wealth | Miami | CFA | Percentage of assets, Hourly |
| Anthony Wall | Upper Left Wealth Management | Tampa | Not listed | Percentage of assets |
| Chad Kunc | CPK Wealth Management | Fort Myers | Not listed | Percentage of assets |
| Christopher Ragain | Sentinel Wealth & Tax | Bonita Springs | Not listed | Ongoing planning fee |
| Dana Lyon | Capital Wise Advisory | Wesley Chapel | Not listed | Percentage of assets |
| David Cust | Means Wealth Management | Sarasota | Not listed | Percentage of assets, Flat fee or retainer |
| Dustin Terry | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| Ethan Caldarelli | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Gerald Skalsky | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joshua Angell | Poinciana Advisors Group | Palm Beach Gardens | CFA | Percentage of assets |
| Kathleen Campbell | Campbell Financial Partners | Fort Myers | Not listed | Percentage of assets, One-time planning fee |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Nicholas Carman | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Paul Babij | Sundial Wealth | Delray Beach | CFA | Percentage of assets, Hourly |
| Paul Means | Means Wealth Management | Venice | Not listed | Percentage of assets, Flat fee or retainer |
| Robert Filosa | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Warren Burger | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| Warren Spoor | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| William George | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| William McDavid | Flavin, Nooney & Person | Gainesville | PFS | Percentage of assets, Hourly |
| Alexander Bateh | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Ana Abreu | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Bhagwati Sangani | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Bryan Courchesne | DAiM | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Christopher Jones | Sparrow Wealth Management | Orlando | Not listed | Percentage of assets, Ongoing planning fee |
| Corey Oliver | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Daniel Rosales | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Donald Drummond | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Eddy Park | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Forrest Knopps | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Giosefin Tonej | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Grant Garretson | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Greg Newman | Three Oaks Partners Investment Counsel | Clearwater | CFA | Percentage of assets, Hourly |
| Hunter Brockway | Boca Retirement Strategies | Jupiter | Not listed | Percentage of assets, Hourly |
| Isaac Brohinsky | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Jeffrey Wyatt | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |