Financial advisors for tax planning in Miami, Florida
Which financial advisor should I talk to about tax planning in Miami?
For tax planning in Miami, 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 Allison Beckham of Beckham Financial, Julio Lopez-Brito of Sensible Money and Zain Griffith of Dash Investments.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Allison Beckham Beckham Financial, Miami City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Julio Lopez-Brito Sensible Money, Miami City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Zain Griffith Dash Investments, Miami City Fees on file: percentage of assets.
- Mateo Alzate Guerra Wealth Advisors, Miami City Fees on file: percentage of assets, hourly.
- Paola Bernal Cuevas Global Kandor, Miami City Fees on file: percentage of assets, fixed fees.
- Joseph Cefalu Downtown Wealth Studios, Miami City Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Miami work on tax planning?
The Wellspent public graph lists 26 fee-only advisors for tax planning in Miami, at 8 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for tax planning in Miami charge?
The most common fee among fee-only advisors for tax planning in Miami is a percentage of assets, used by 100% of the 26 with fees on file. Many use more than one: 92% charge fixed fees and 73% 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 tax planning have?
For tax planning, look for the CFP. In Miami, 8% of the 26 advisors listed hold the CFP.
- CFP8% in Miami
- The CFP connects tax decisions to the rest of the plan.
How do Miami advisors for tax planning compare with the rest of the US?
8% of fee-only advisors for tax planning in Miami 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 Miami. 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 Miami?
- 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 Miami?
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 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Allison Beckham | Beckham Financial | Miami | CFP | Percentage of assets, Flat fee or retainer |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Julio Lopez-Brito | Sensible Money | Miami | CFP | Percentage of assets, Fixed fees |
| Andrew Brady | Brady Family Wealth | Miami | CFA | Percentage of assets, Hourly |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Paola Bernal Cuevas | Global Kandor | Miami | CFA | Percentage of assets, Fixed fees |
| Daniel Nunez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Erick Reinoso | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gabriela Morales Blanco | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gerardo Palacios | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Giovanni Jimenez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Harvis Astorga | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Jimmy Cardentey | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Jorge Perez Ruiz | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Leonardo Guillen | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Luis Delrio | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Mateo Alzate | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Max Paez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Miguel Castaneda | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Miguel Rodriguez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Preston Byrnes | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Sarah Ivanovic | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Sebastian Guerra | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Ana Rebora De Luchau | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Guillermo Vernet | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Zain Griffith | Dash Investments | Miami | Not listed | Percentage of assets |
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