Advice only financial planners in Florida
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
27 firms in Florida that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $213-$360/hr | 21 firms |
| Flat or project fee | $2,325 | $1,400-$8,000 | 16 firms |
| Annual retainer | $5,400/yr | $3,000-$21,500/yr | 6 firms |
Advice only financial planners in Florida and their published fees
27 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Albert Capital Management LLCPalm Coast | $75/hr | Not published | Not published |
| Amplify My WealthBoca Raton | $250/hr | $250-$2,500 | $100-$500/mo |
| Associated Investor Services, Inc.Ft. Lauderdale | $400/hr | Not published | Not published |
| Cardone Wealth AdvisorsAventura | $500/hr | $4,800 | $4,800/yr |
| Clark Financial Planning Services LLCParkland | $200-$300/hr | Not published | $3,000-$40,000/yr |
| Family First Financial PlanningStuart | $325-$350/hr | $500 | Not published |
| Financial Optimist LLCSaint Petersburg | $150-$275/hr | $450-$2,350 | $1,200/yr |
| Florida Financial Planning LLCWinter Garden | Not published | $2,400 | $6,000/yr |
| Gap Financial Counseling Corp.Naples | $240-$480/hr | Not published | Not published |
| Greater FinancialSarasota | Not published | $1,500-$3,000 | $350-$2,000/mo |
| Hinkle Financial Services LLCPompano Beach | $250/hr | Not published | Not published |
| Investors ChoiceTampa | $250/hr | Not published | Not published |
| JC Venture Capital Investments LLCSt. Petersburg | $200-$500/hr | $1,500-$10,000 | Not published |
| Kaul Financial SolutionsSatellite Beach | $250/hr | Not published | Not published |
| Kiefer Financial Advising LLCOcala | Not published | Not published | $300-$500/qtr |
| Kienzle Wealth Consulting LLCNokomis | $500/hr | Not published | Not published |
| Lowry Financial AdvisorsTioga | $450/hr | $500-$20,000 | Not published |
| Off the Bay Wealth LLCTampa | Not published | $1,000-$15,000 | Not published |
| Paradox Financial LLCMontverde | $350/hr | $2,500-$10,000 | $250-$1,000/mo |
| Spalding, StevenPalm Beach Gardens | $150/hr | $2,000-$20,000 | Not published |
| Summit Financial AdvisorsBradenton | $100-$300/hr | Not published | $1,000-$50,000/yr |
| Symphony Financial TeamLake Mary | $500/hr | $5,000-$85,000 | Not published |
| The Financial Pharmacist, Inc.Aventura | $100/hr | $750 | Not published |
| The Hatton Financial Group, LLCFreeport | $125/hr | Not published | Not published |
| Vetoshko Wealth ManagementNorth Port | $225/hr | $100-$3,000 | $3,000/yr |
| Vidal Wealth ManagementMiami | Not published | $300-$1,000 | Not published |
| W.h. Financial Services, Inc.Stuart | Not published | $2,000 | Not published |
No firms match these filters.
Also filed as advice only financial planners, without a published price (22)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Alternative Finance LLC, Coral Gables
- Cathy A. Wagner, CFP, RIA, Palm Harbor
- Fleishel Financial Associates, Inc., Deland
- Glow Financial Planning LLC, Spring Hill
- HCP Wealth Planning, LLC, Jacksonville
- Holly Donaldson Financial Planning, LLC, Gainesville
- Impact Advising, Miami
- Independent Wealth, LLC, Miami
- Jefferson Financial Planning LLC, St Petersburg
- Kevin Investments, Tampa
- Lake Life Wealth Advisory Group, Siesta Key
- Lawrence Financial Services, Jacksonville
- Moneypacer, Tampa
- Pink Streets Financial Planning, LLC, St. Petersburg
- Profitable Financial Strategies, Coral Springs
- Prosperity Financial Planning LLC, Celebration
- Robertson Advisory, Inc., Deland
- Savvy Wealth Management LLC, Miami Beach
- Sick Advisory Services, Boca Raton
- Smith Financial LLC, Ocala
- Varney Wealth Management, Tampa
- Wealth Group, Inc., Delray Beach