Flat fee financial advisors in Florida
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Florida is $5,000, from 310 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,250-$8,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,000 | $2,250-$8,500 | 310 firms |
Flat fee financial advisors in Florida and their published fees
310 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Genesis Wealth Planning, LLCBonita Springs | $200/hr | $50-$10,000 | $1,200-$12,000/yr |
| Corrales & Co.Miami | Not published | $99-$10,000 | Not published |
| Eppes Wealth ManagementSatellite Beach | $300/hr | $100-$10,000 | Not published |
| Hygge Advisors, LLCSt. Petersburg | Not published | $100-$50,000 | Not published |
| M&m Wealth Management, LLCFort Myers | $400/hr | $100-$15,000 | Not published |
| Twinleaf Financial AdvisorsWinter Park | $450/hr | $100-$1,000 | $95-$395/mo |
| Vetoshko Wealth ManagementNorth PortNo AUM fee | $225/hr | $100-$3,000 | $3,000/yr |
| Oakmonte Wealth ManagementOrlando | Not published | $150-$4,000 | Not published |
| PFG Private Wealth Management, LLCLutz | $150-$500/hr | $150-$15,000 | Not published |
| Brickell Financial Group LLCMiami | Not published | $200-$1,500 | Not published |
| Campos FinancialMiami | $200/hr | $200-$2,000 | Not published |
| Rossby Financial, LLCMelbourne | $100-$1,000/hr | $200-$50,000 | Not published |
| Amplify My WealthBoca RatonNo AUM fee | $250/hr | $250-$2,500 | $100-$500/mo |
| Financial Pathway LLCWesley Chapel | Not published | $250 | Not published |
| Greenbridge Partners LLCLakeland | $250-$1,250/hr | $250-$12,500 | Not published |
| Mash Financial PlanningJacksonville | Not published | $250-$2,000 | Up to $15,000/yr |
| Safety of Principle Wealth Management, LLCCoral Springs | $175/hr | $250-$2,500 | Not published |
| Stanford Wealth Planning LLCPonte Vedra Beach | $250/hr | $250-$20,000 | $2,700-$20,000/yr |
| Wealth With Wisdom Advisors, Inc.Palm Beach Gardens | Not published | $250-$5,000 | Not published |
| Turner Financial Group, Inc.Pace | $150-$350/hr | $297-$4,997 | Not published |
| Build Financial Advisors, LLCAventura | $185-$300/hr | $300-$5,000 | $2,800-$6,800/yr |
| Financial Journey LLCPensacola | $200/hr | $300-$2,500 | Not published |
| Forge CapitalSarasota | Not published | $300-$10,000 | Not published |
| Krehbiel Financial LLCSatellite Beach | Not published | $300 | Not published |
| Southshore Financial PlanningTampaNo AUM fee | $300/hr | $300-$10,000 | $230-$800/mo |
| Vidal Wealth ManagementMiamiNo AUM fee | Not published | $300-$1,000 | Not published |
| Zonka & Associates, Inc.Indialantic | $150/hr | $300-$50,000 | Not published |
| Lifespan Financial Strategies, Inc.Weston | $150/hr | $350 | Not published |
| Polley Wealth Management LLCOrlando | $350/hr | $350-$25,000 | $250/mo |
| The Investment Advisory Office of Christopher Mikes, P.A.Bonita Springs | $395/hr | $395-$5,000 | $2,000-$5,000/yr |
| Blue Marlin Advisors, LLCWest Palm Beach | Not published | $400-$500 | $200-$350/mo |
| Brightwater Advisory, LLCTampa | $200-$400/hr | $400-$3,000 | Not published |
| Jacksonville Wealth ManagementJacksonville | $100-$600/hr | $400-$7,500 | Not published |
| Luminary Financial Advisors, LLCCocoa BeachNo AUM fee | Not published | $400-$20,000 | Not published |
| Non-Traditional Wealth Management, LLCOrlando | $100-$300/hr | $400-$5,000 | Not published |
| Financial Optimist LLCSaint PetersburgNo AUM fee | $150-$275/hr | $450-$2,350 | $1,200/yr |
| Rinaldi Wealth Management, Inc.Bonita Springs | Not published | $450-$5,000 | Not published |
| 22 Seven Wealth Management IncPanama City | $150/hr | $500-$2,500 | Not published |
| Allegiance Financial Advisors, Inc.Jacksonville | $200/hr | $500-$4,000 | Not published |
| Alpha Advisors, LLCLakeland | $150-$200/hr | $500-$2,500 | Not published |
| Andromeda Wealth LLCMiami | $250/hr | $500-$2,000 | Not published |
| Arbogast Financial Advisors, LLCMelbourne | Not published | $500 | $750/qtr |
| Atlas Capital Advisory LLCDelray Beach | $150/hr | $500-$5,000 | $100-$1,000/mo |
| Bill Losey Retirement Solutions, LLCThe Villages | $250-$500/hr | $500-$5,000 | Not published |
| Burkart Financial Group, Inc.St. Petersburg | $200-$350/hr | $500-$3,500 | Not published |
| Caliber Wealth AdvisoryTampa | Not published | $500-$10,000 | $100-$750/mo |
| Camarda Wealth Advisory GroupFleming Island | $150-$1,000/hr | $500-$50,000 | Not published |
| Capstone Investment Management LLCPalm Coast | Not published | $500-$2,500 | Not published |
| Covato Capital Management, LLCNaples | $50-$200/hr | $500-$2,000 | Not published |
| CovingtonalsinaJacksonville | $150-$500/hr | $500-$5,000 | Not published |
| Crocker Capital, LLCCooper City | $250/hr | $500-$3,000 | $2,497/yr |
| Family First Financial PlanningStuartNo AUM fee | $325-$350/hr | $500 | Not published |
| Financial Life Designs LLCLake Mary | Not published | $500 | $3,000/yr |
| Gateway Capital ManagementParkland | Not published | $500-$10,000 | Not published |
| Greenline Wealth ManagementBoca Raton | $200/hr | $500-$300,000 | Not published |
| Grodzki Wealth Management, Inc.Orlando | $150/hr | $500-$2,500 | Not published |
| Grow Planning, LLCHighland Beach | $150-$400/hr | $500-$4,900 | Not published |
| Guernsey Financial, LLCPensacola | Not published | $500 | Not published |
| Guerra Wealth AdvisorsMiami | $500/hr | $500 | Not published |
| Horowitz & Company, Inc.Fort Lauderdale | $250/hr | $500 | Not published |
| Hurley Wealth Management Group, IncOakland | $375/hr | $500-$7,500 | Not published |
| Indian River Financial Group, Inc.Delray Beach | Not published | $500 | Not published |
| Kabat Advisory Group, LLCJacksonville | $250/hr | $500-$10,000 | Not published |
| Kuyrkendall CapitalPalm Beach Gardens | Not published | $500-$10,000 | Not published |
| Lifecraft Wealth ManagementSunrise | $250/hr | $500-$4,000 | Not published |
| Lowry Financial AdvisorsTiogaNo AUM fee | $450/hr | $500-$20,000 | Not published |
| Meeks Capital LLCWinter Park | Not published | $500 | $2,500/yr |
| New Era AdvisoryOrlando | Not published | $500-$5,000 | $100-$1,500/mo |
| O'grady Financial LLCTampa | Not published | $500-$1,000 | $200-$600/mo |
| Oxford Wealth Group, LLCOrlando | Not published | $500-$3,000 | Not published |
| Pine To Palm Financial, LLCClermont | Not published | $500-$2,500 | Not published |
| Primaris Wealth ManagementTallahassee | Not published | $500-$25,000 | $2,500/yr |
| River City Wealth ManagementJacksonville | $250-$500/hr | $500-$10,000 | Not published |
| S2 Capital ManagementHighland Beach | Not published | $500-$2,000 | Not published |
| Sealex Advisory, LLCTampa | Not published | $500-$5,000 | Not published |
| Semper Wealth Management LLCOviedo | $250/hr | $500-$2,500 | $200-$2,000/mo |
| Skyview PinnacleApollo Beach | $125-$400/hr | $500-$10,000 | Not published |
| Southeastern Financial Planning, LLCPensacola | $150/hr | $500-$2,000 | Not published |
| Sovereign Wealth Office LLCSt. Augustine | Not published | $500-$5,000 | Not published |
| Spark Wealth AdvisorsJacksonville | Not published | $500-$5,000 | $300-$1,000/mo |
| Stewart Wealth Management, LLCNaples | $150/hr | $500-$2,000 | Not published |
| Targeted Financial Services, LLCSeminole | $125-$200/hr | $500-$5,000 | Not published |
| Tower Wealth PlanningSpring Hill | $200/hr | $500-$8,500 | $8,500/yr |
| Trammell WealthWellington | $250/hr | $500 | $150-$250/mo |
| Trout Capital Management, LLCJupiter | Not published | $500-$3,000 | Not published |
| True Path Financial LLCSarasota | Not published | $500-$5,000 | Not published |
| Valoria Wealth Management LLCCooper City | $300/hr | $500 | Not published |
| Wisdom Financial PlanningTampa | $250-$500/hr | $500 | Not published |
| Zenith Advisory Group, LLCThe VillagesNo AUM fee | Not published | $500-$2,500 | $500-$25,000/yr |
| Zuraw FinancialDelray Beach | $200-$400/hr | $500 | Not published |
| Goalfocus Financial, LLCAventura | $100-$300/hr | $600-$25,000 | Not published |
| Total Financial Planning, LLCOrlando | $275/hr | $600-$2,000 | Not published |
| Trustwell Financial Advisors, LLCJacksonville | $250/hr | $600-$10,000 | Not published |
| Lri InvestmentsPalm Beach Gardens | $150-$350/hr | $650-$2,500 | Not published |
| Code Waechter LLCTampa | Not published | $750-$6,000 | Not published |
| Darwin Wealth ManagementTampa | $150/hr | $750-$1,500 | Not published |
| Empire Financial Group, LLCOrlando | $150/hr | $750-$2,500 | Not published |
| Herndon Wealth Services IncVero Beach | $250/hr | $750 | $4,000/yr |
| Houten Haley Financial LLCSt. Petersburg | Not published | $750-$5,000 | Not published |
| Shaw Financial Solutions LLCCoral Gables | Not published | $750-$3,000 | Not published |
| Spyrnal Financial GroupBokeelia | $250/hr | $750-$3,000 | Not published |
| The Driscoll Group, Inc.Jacksonville | $300-$500/hr | $750-$10,000 | Not published |
| The Financial Pharmacist, Inc.AventuraNo AUM fee | $100/hr | $750 | Not published |
| Ladin Financial Group, Inc.Coral Gables | $250/hr | $775-$13,000 | Not published |
| Acertado InvestmentsFort Lauderdale | Not published | $800-$3,600 | Not published |
| Lodestar Advisory Group, LLCNaples | $400/hr | $800-$5,000 | Not published |
| Worthynest LLCPunta Gorda | Not published | $800 | $350/mo |
| Wellth Financial PlanningPalm Beach Gardens | $300/hr | $900 | $125-$500/mo |
| Wise Stewardship Financial Planning, LLCSarasota | $450/hr | $999-$25,000 | $59-$2,999/mo |
| Amida Wealth Advisors, LLCMiami | Not published | $1,000-$30,000 | $1,750-$2,500/yr |
| Aventus Investment Advisors, Inc.Naples | $300/hr | $1,000-$20,000 | Not published |
| Blade FinancialTampa | $275/hr | $1,000-$2,500 | $200/mo |
| Capital Wise AdvisoryWesley Chapel | $250-$500/hr | $1,000-$10,000 | $6,000/yr |
| Contemporary Financial PlanningJacksonville | Not published | $1,000-$25,000 | $1,250-$6,000/qtr |
| CPA Synced FinancialTampa | Not published | $1,000-$20,000 | Not published |
| Create Wealth Financial Planning LLCJacksonville | Not published | $1,000 | Not published |
| Dna Wealth Management LLCPensacola | $150/hr | $1,000-$2,000 | Not published |
| Dumont WealthMiami | $500-$750/hr | $1,000-$50,000 | Not published |
| Elevate Financial Planning and Wealth ManagementSt. Petersburg | Not published | $1,000-$10,000 | Not published |
| Firestone Capital Management IncSouth Miami | $350/hr | $1,000-$5,000 | Not published |
| Foresight Financial AdvisoryJupiter | Not published | $1,000-$5,000 | Not published |
| Future Path Financial PlanningNiceville | Not published | $1,000-$30,000 | $200-$2,500/mo |
| Heritage Advisors Group, Inc.Altamonte Springs | $200-$300/hr | $1,000-$10,000 | Not published |
| Jake Carris Financial PlanningOrlando | $300/hr | $1,000-$5,000 | Not published |
| LDN Wealth, LLCOrlando | $350/hr | $1,000-$18,000 | Not published |
| Mar Wealth Management Services, LLCWest Palm Beach | $250/hr | $1,000-$10,000 | Not published |
| Marketstrats, LLCCape Coral | $250/hr | $1,000-$6,000 | Not published |
| MMBG Investment Advisors Co.Miami | Not published | $1,000-$20,000 | Not published |
| Motiv8 Investments LLCPort St Lucie | $300/hr | $1,000-$10,000 | Not published |
| New Perspective Wealth ManagementSt. Petersburg | $200/hr | $1,000 | Not published |
| Off the Bay Wealth LLCTampaNo AUM fee | Not published | $1,000-$15,000 | Not published |
| Owenwise Financial LLCOrlando | $195/hr | $1,000-$5,000 | Not published |
| Persico Asset ManagementNaples | $325/hr | $1,000-$5,000 | Not published |
| Rise Financial PartnersSt Petersburg | $400/hr | $1,000-$15,000 | Not published |
| Singer Wealth Advisors LLCBoca Raton | Not published | $1,000-$100,000 | Not published |
| Stadium Financial LLCOrlando | $300/hr | $1,000 | $1,600/yr |
| Tak AdvisoryJuno Beach | $250/hr | $1,000-$10,000 | $10,000-$100,000/yr |
| W Bradley Wealth Management LLCOviedoNo AUM fee | $600/hr | $1,000-$20,000 | $20,000/yr |
| Walsh & Associates, LLCSarasota | Not published | $1,000-$10,000 | Not published |
| Wisdom Planning GroupOrlando | Not published | $1,000-$3,500 | Not published |
| Your Planning Partner LLCPalm Beach Gardens | $110-$500/hr | $1,000-$20,000 | Not published |
| Bayshore Financial Solutions, LLCSt. Petersburg | $250/hr | $1,200 | Not published |
| Campbell Financial Partners, LLCFort Myers | Not published | $1,200 | Not published |
| Dipaolo Financial Group, Inc.Lutz | Not published | $1,200-$5,000 | Not published |
| FR Financial Advisors LLCCoral Springs | $150-$250/hr | $1,200-$5,000 | Not published |
| Spraker West Wealth Management, IncWinter Park | $300/hr | $1,200-$2,500 | Not published |
| 7 Star Investment AdvisorsRiverview | Not published | $1,500-$7,500 | Not published |
| Achieving Veritas LLCSt. Augustine | Not published | $1,500-$15,000 | Not published |
| Aft Financial PlanningTampa | $300/hr | $1,500-$5,000 | $350-$1,250/qtr |
| Aureum Wealth Management, LLCNorth Palm Beach | $100-$400/hr | $1,500 | Not published |
| Avanti Wealth ManagementLongwood | $150-$550/hr | $1,500-$15,000 | Not published |
| Bayview Financial PlanningLutz | $375/hr | $1,500 | Not published |
| Camerondowning, Inc.Miami | $300/hr | $1,500-$5,000 | $199/mo |
| Dtcarson Asset ManagementTampa | $175/hr | $1,500-$3,500 | Not published |
| Evertern Wealth, LLCNaples | $1,200/hr | $1,500-$10,000 | Not published |
| First Retirement Services LLCParkland | Not published | $1,500 | Not published |
| Greater FinancialSarasotaNo AUM fee | Not published | $1,500-$3,000 | $350-$2,000/mo |
| Haas Financial, Inc.Sanibel | Not published | $1,500-$4,000 | Not published |
| Hudson Value Partners, LLCPalm Beach | $250-$450/hr | $1,500-$15,000 | Not published |
| JC Venture Capital Investments LLCSt. PetersburgNo AUM fee | $200-$500/hr | $1,500-$10,000 | Not published |
| Jurick Financial ServicesParkland | Not published | $1,500 | Not published |
| Kalorama Wealth Strategies, LLCOakland Park | $250-$450/hr | $1,500-$10,000 | Not published |
| Lentz AdvisorsGainesville | Not published | $1,500-$5,000 | Not published |
| Life After Grief Financial PlanningOrlando | $250-$1,000/hr | $1,500-$15,000 | $150-$1,250/mo |
| Made Financial DesignLand O Lakes | $300/hr | $1,500-$5,000 | Not published |
| Ocean Breeze Wealth LLCWinter Garden | $250-$500/hr | $1,500 | $250/mo |
| Omnitrust Wealth Management, Inc.Jacksonville | $175/hr | $1,500-$10,000 | Not published |
| Red Reef Advisors LLCBoca Raton | $150-$500/hr | $1,500-$50,000 | $1,500-$50,000/yr |
| Renew Family WealthJupiter | $150-$250/hr | $1,500-$5,000 | Not published |
| Shepherds of CapitalClearwater | Not published | $1,500-$5,000 | Not published |
| Sunstate Wealth Management LLCCoral Gables | $350/hr | $1,500-$10,000 | Not published |
| True Life Wealth Management, LLCTampa | $300-$500/hr | $1,500-$10,000 | Not published |
| Twenty-First Century Financial Advisors IncStuart | Not published | $1,500-$3,000 | Not published |
| Winged Wealth Management and Financial PlanningNiceville | $350/hr | $1,500 | $14,000/yr |
| Local Wealth AdvisorsNaples | Not published | $1,600-$10,000 | Not published |
| Vestwyze, LLCOrlando | Not published | $1,750-$3,000 | Not published |
| Best Financial LifeMelbourne Beach | Not published | $2,000-$10,000 | $500-$700/mo |
| Black Creek Wealth Management, LLCFleming Island | Not published | $2,000 | Not published |
| Fee-Only Financial Advisors, LLCBeverly Hills | $200/hr | $2,000-$5,000 | Not published |
| GBS GroupMiramar | $300/hr | $2,000-$7,500 | Not published |
| Giessel Wealth AdvisorsJupiter | Not published | $2,000-$8,000 | $18,000/yr |
| Ibex Wealth Advisors, LLCWest Palm Beach | $150-$300/hr | $2,000-$15,000 | Not published |
| LVS Advisory LLCMelbourne | $100-$600/hr | $2,000-$20,000 | Not published |
| Meira WealthCoral Gables | Not published | $2,000 | Not published |
| Privileged Planning Inc.Green Cove Springs | $300/hr | $2,000-$5,000 | $216-$332/mo |
| Spalding, StevenPalm Beach GardensNo AUM fee | $150/hr | $2,000-$20,000 | Not published |
| Strivus Wealth Partners LLCJacksonville Beach | $400/hr | $2,000-$20,000 | Up to $2,500/mo |
| Venture Wealth Solutions LLCWinter Park | Not published | $2,000-$30,000 | $2,000-$30,000/yr |
| W.h. Financial Services, Inc.StuartNo AUM fee | Not published | $2,000 | Not published |
| Wealthera Financial PlanningOrlando | $250/hr | $2,000-$5,000 | Not published |
| Bloom InvestmentWinter Park | $250/hr | $2,400-$9,600 | $200-$900/mo |
| Florida Financial Planning LLCWinter GardenNo AUM fee | Not published | $2,400 | $6,000/yr |
| Advus Financial Partners, LLCWinter Park | Not published | $2,500-$20,000 | Not published |
| Arx Strategic WealthOrlando | Not published | $2,500-$5,000 | Not published |
| Asset Protection GroupSunrise | $250/hr | $2,500 | $2,000/yr |
| B&c Financial AdvisorsPonte Vedra Beach | Not published | $2,500 | Not published |
| Basile Financial Group, Inc.Palm Harbor | $150/hr | $2,500-$3,000 | Not published |
| Castle Wealth ManagementBoynton Beach | $100-$450/hr | $2,500 | Not published |
| Cela Wealth ManagementMiami | Not published | $2,500-$12,000 | Not published |
| Clarity Financial DesignSarasota | Not published | $2,500-$10,000 | $450-$1,500/qtr |
| Compass Financial Group, Inc.Deerfield Beach | Not published | $2,500 | Not published |
| Cyndeo Wealth PartnersSt. Petersburg | $350-$500/hr | $2,500-$25,000 | $2,000-$20,000/mo |
| Davis Private Wealth, LLCRoyal Palm Beach | $100-$400/hr | $2,500-$10,000 | $200-$2,000/mo |
| Dias Wealth, LLCLake Mary | $250/hr | $2,500 | Not published |
| Envision Wealth PlannersMaitland | Not published | $2,500-$18,000 | $200-$1,500/mo |
| Evolution Wealth Management Inc.Fort Myers | $350/hr | $2,500-$20,000 | Not published |
| Family Steward Wealth Consulting®Hobe Sound | $350/hr | $2,500-$50,000 | $15,000/yr |
| Financial Planning By DesignIndian Harbour Beach | $250/hr | $2,500-$30,000 | Not published |
| Financial Planning Services, Inc.Fort Lauderdale | Not published | $2,500-$15,000 | $3,775/yr |
| Golden Reed Wealth Management, LLCOcala | $250/hr | $2,500-$10,000 | Not published |
| Gunn Financial Advisors, LLCSafety Harbor | Not published | $2,500 | Not published |
| Investably LLCOrlando | Not published | $2,500 | $625/mo |
| JFK Advisory Services, LLCThe Villages | $250/hr | $2,500 | Not published |
| Moisand Fitzgerald Tamayo, LLCOrlando | $500/hr | $2,500-$25,000 | $6,000/yr |
| Moore Financial Management, Inc.Bradenton | Not published | $2,500-$7,000 | Not published |
| National Retirement Plan Services, Inc.Tampa | $225/hr | $2,500 | Not published |
| Parable Wealth AdvisorsSt Augustine | Not published | $2,500 | Not published |
| Paradox Financial LLCMontverdeNo AUM fee | $350/hr | $2,500-$10,000 | $250-$1,000/mo |
| Prosperity Path Advisers, LLCVero Beach | $350/hr | $2,500-$7,500 | $750-$1,200/yr |
| Prudent Financial PlanningNaples | $500/hr | $2,500-$5,000 | Not published |
| QTR Family Wealth, LLCLake Mary | Not published | $2,500 | Not published |
| Rosenberg Wealth Management LLCFort Lauderdale | Not published | $2,500-$5,000 | Not published |
| The Retirement Planners, USA, LLCPensacola | $200/hr | $2,500 | Not published |
| Unique Wealth, LLCTampa | Not published | $2,500-$25,000 | Not published |
| Wild Iris FinancialSt. Petersburg | Not published | $2,500-$10,000 | Not published |
| Zeniki WealthTampa | Not published | $2,500-$5,000 | Not published |
| Plan for Your Goals, LLCGulf Breeze | $200/hr | $2,590-$12,000 | $416-$708/mo |
| Blue Jasper Capital LLCClermont | $615/hr | $2,750-$45,000 | Not published |
| Allegiant Financial Advisors, LLCMiami Beach | $300/hr | $3,000-$10,000 | Not published |
| Candor Strategic Partners LLCFt Lauderdale | $350/hr | $3,000 | $500/qtr |
| Centrus Financial StrategiesOrlando | $500/hr | $3,000-$15,000 | Not published |
| Hunt WealthTampa | Not published | $3,000 | $200/mo |
| Nested Financial & Tax PlanningPalm HarborNo AUM fee | $400/hr | $3,000-$30,000 | Not published |
| Servatus CapitalNaples | Not published | $3,000-$15,000 | Not published |
| Stonebridge Financial Planning Group, LLCOrlando | $275/hr | $3,000 | $825/yr |
| Tao FinancialOrlando | Not published | $3,000 | Not published |
| Union Grove Capital, LLCTampa | Not published | $3,000-$25,000 | $250/mo |
| Lake Water Advisory, LLCSarasota | Not published | $3,200-$8,000 | Not published |
| Anchor Wealth Management Group LLCWest Palm Beach | $450/hr | $3,500 | Not published |
| Ecf Wealth, Inc.Miami Beach | Not published | $3,500-$10,000 | Not published |
| Highland Investment Advisors LLCPonte Vedra | Not published | $3,500-$10,000 | $175/mo |
| Icebridge Financial GroupBoca Raton | Not published | $3,500-$20,000 | $3,500-$20,000/yr |
| OpinicusTampa | $85-$500/hr | $3,500 | $4,200/yr |
| RC Private Wealth, LLCMiami | $500/hr | $3,500 | Not published |
| The Tenret Company, LLCTampa | $385/hr | $3,500-$10,000 | Not published |
| Attainable WealthJacksonville | $300/hr | $3,600-$8,000 | Not published |
| IplanWinter Haven | Not published | $3,600 | Not published |
| Moore Financial Planning Advisors, LLCDavie | $250/hr | $3,750 | $500/yr |
| Cassandra Smalley Wealth ManagementSeminole | $375/hr | $4,000 | $1,500-$5,000/mo |
| Wealth 73, LLCJacksonville | Not published | $4,200 | $350-$500/mo |
| R. Cooper InvestmentsJacksonville | $300/hr | $4,750-$6,500 | Not published |
| Cardone Wealth AdvisorsAventuraNo AUM fee | $500/hr | $4,800 | $4,800/yr |
| Crewson FinancialPonte Vedra | $250/hr | $4,900 | $250-$600/mo |
| 365Sundays Wealth LLCLake Mary | Not published | $5,000-$15,500 | $5,000/yr |
| Avenues Wealth, LLCWinter Park | $250/hr | $5,000 | Not published |
| Blueprint Capital Group LLCCasseleberry | $500/hr | $5,000-$24,000 | Not published |
| Bluewater Asset ManagementJupiter | Not published | $5,000 | Not published |
| Campbell Wealth Advisors, LLCSarasota | Not published | $5,000-$50,000 | $5,000-$50,000/yr |
| Cayside PartnersJupiter | $500-$1,250/hr | $5,000-$25,000 | Not published |
| Client First Financial Advisors, LLCCoral Springs | $250/hr | $5,000 | Not published |
| Cma Advisors, Inc.Bradenton | $400/hr | $5,000 | Not published |
| CPA Investment Solutions, Inc.Sarasota | $200/hr | $5,000 | Not published |
| Dakota Wealth, LLCPalm Beach Gardens | Not published | $5,000-$25,000 | Not published |
| Entelevest, LLCCoral Gables | Not published | $5,000-$20,000 | Not published |
| Family and Money MattersCoral Gables | $350/hr | $5,000 | $7,500/qtr |
| Fortress Wealth GroupWinter Park | $500/hr | $5,000-$50,000 | Not published |
| Fortuna Investors LLCJupiter | $400/hr | $5,000 | Not published |
| Global Financial Private ClientSarasota | $350-$575/hr | $5,000-$25,000 | Not published |
| JKM Wealth Management IncBoca Raton | $500/hr | $5,000 | Not published |
| Lifestyle Freedom Advisory Group, LLCBradenton | Not published | $5,000-$10,000 | Not published |
| Maggi Investment Services, LLCOldmar | $250/hr | $5,000 | Not published |
| Pelican Wealth Advisors, LLCBonita Springs | $250/hr | $5,000 | Not published |
| Sage Wealth Consulting, LLCSarasota | $450/hr | $5,000-$40,000 | $1,250-$5,000/qtr |
| Saltmarsh Financial Advisors, LLCPensacola | $450/hr | $5,000 | Not published |
| Sapphire Wealth Consulting, Inc.Ponte Vedra Beach | Not published | $5,000 | Not published |
| Slatestone Wealth LLCJupiter | Not published | $5,000 | $24,000-$150,000/yr |
| Slight Edge Wealth Strategies, LLCJacksonville | $350/hr | $5,000 | $4,200-$15,000/yr |
| SN Private Wealth Group, LLCJacksonville | Not published | $5,000-$50,000 | Not published |
| Stillpoint WealthDelray Beach | Not published | $5,000 | Not published |
| Symphony Financial TeamLake MaryNo AUM fee | $500/hr | $5,000-$85,000 | Not published |
| Thistle Wealth Management, LLCMaitland | $300/hr | $5,000 | Not published |
| Vigil Wealth Management, LLCPonte Vedra Beach | $200/hr | $5,000 | Not published |
| Tobias Financial AdvisorsPlantation | $100-$500/hr | $6,000 | $6,000/yr |
| Wealthadvisor365West Palm Beach | $600/hr | $6,750-$100,000 | $2,500-$25,000/qtr |
| Atticus Wealth ManagementPalm Beach Gardens | $500/hr | $7,500-$30,000 | Not published |
| Azzendo Wealth AdvisorsHollywood | $750/hr | $7,500-$25,000 | Not published |
| Azzendo Wealth AdvisorsCoral Gables | $750/hr | $7,500-$25,000 | Not published |
| Fortress Wealth PlanningJacksonville Beach | Not published | $7,500 | Not published |
| Intrepid Wealth Partners, LLCMelbourne Beach | Not published | $8,000 | Not published |
| Sterling Wealth Advisors, Inc.Plantation | $350/hr | $8,000 | Not published |
| Advanced Tax & Investments, Inc.Rockledge | Not published | $10,000 | Not published |
| Destiny Wealth Partners, LLCTavares | $100-$1,500/hr | $10,000 | Not published |
| Financial Harvest Wealth AdvisorsWinter Park | Not published | $10,000 | $750/yr |
| Gen2 Advisors, LLCMaitland | Not published | $10,000-$25,000 | Not published |
| Mcinerney Investment AdvisorsOrlando | $250/hr | $10,000 | Not published |
| Omnia Family Wealth, LLCAventura | Not published | $10,000-$100,000 | Not published |
| Personal Wealth Planning, LLCHollywood | Not published | $12,000 | Not published |
| Cypress CapitalTallahassee | $500/hr | Up to $15,000 | $250-$10,000/mo |
| Olea Advisory ServicesPlantation | $500/hr | $15,000 | Not published |
| Synergy Investment Management LLCAltamonte Springs | Not published | $20,000 | Not published |
| Clarity Capital Advisors, LLCLakewood Ranch | Not published | $25,000 | Not published |
| Haysley Financial Services, Inc.Lake Mary | $400/hr | $25,000 | Not published |
| Moreno CapitalWest Palm Beach | Not published | $25,000 | Not published |
| Mutual Trust Advisory GroupEstero | Not published | $25,000-$350,000 | Not published |
| StrongholdMiami | $300-$600/hr | $25,000 | Not published |
| Fiduciary Family Office, LLCBoca Raton | $350-$600/hr | $30,000-$250,000 | Not published |
| Clout CapitalMiami | Not published | $50,000 | Not published |
| Echelon Virtual Family Office, LLCSarasota | Not published | $50,000 | Not published |
| Proper WealthTallahassee | Not published | $50,000 | Not published |
| Ruggiero InvestmentsWest Palm Beach | Not published | $50,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (466)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 4 Vertical, Riverview
- Advanced Wealth Management, Sarasota
- Advise Financial, Boca Raton
- Agnello Financial Group, Inc., West Palm Beach
- Albert Capital Management LLC, Palm Coast
- Align Equity Group, Boca Raton
- Allgen Financial Advisors, Inc., Orlando
- American Family Legacy Group, Tampa
- American Financial Advisors Inc, Winter Park
- Ames Financial Solutions, LLC, Ocoee
- Apis Wealth, LLC, Sorrento
- Armada Advisors, Pensacola
- Ascent Wealth Management Group, LLC, Coral Gables
- Asset Management Financial Services Inc., Clearwater
- Associated Investor Services, Inc., Ft. Lauderdale
- Avid Planning, St. Petersburg
- Baobab Wealth Management, Nokomis
- Base Wealth Management, Lakewood Ranch
- Benzina Wealth, LLC, Sarasota
- Bfa Wealth Management, Delray Beach
- Blue Ocean Capital, West Palm Beach
- Boca Retirement Strategies Inc., Jupiter
- Brightpath Financial, Inc., Boynton Beach
- Caleo Capital N.A. LLC, Ponte Vedra
- Cast Member Financial LLC, Ocoee
- Certified Advisory Corp, Altamonte Springs
- CG Capital Wealth LLC, Hialeah
- Cibao Wealth Management, Miami Lakes
- Clark Financial Planning Services LLC, Parkland
- Client 1ST Advisory Group, Dunedin
- Client Focused Financial, Saint Petersburg
- Cogent Private Wealth, Orlando
- Collaborative Wealth, Lake Mary
- Coquina Private Wealth Advisors, Port Charlotte
- CS Advisors Inc., Boca Raton
- Diablo Investment Advisors, LLC, Ponte Vedra
- Econologics Financial Advisors, Largo
- Em Financial Services, LLC, Miami
- Ethos Private Wealth, Coral Gables
- Facet, West Palm Beach
- Financial Planning Office of Stephen Overstreet, P.A., Winter Park
- Firstrust, Daytona Beach
- Flaharty Asset Management, LLC, Clearwater
- Foliage Financial, Bonita Springs
- Freedom Financial Management, Inc, Saint Cloud
- G&f Financial Services, Panama City Beach
- Gap Financial Counseling Corp., Naples
- Gentrust, Miami
- Grand Central Investment Group, LLC, Tampa
- Green Beret Financial Planning, Orlando
- Green Capital Private Wealth, Miami
- Guardsman Private Capital Management, Inc., Sarasota
- Heartwood Financial Services, Sanford
- Img Wealth Management, Inc., Jacksonville
- Insight Family Financial, Sarasota
- Insight Wealth Management LLC, Plantation
- Insurawealth, LLC, Tampa
- Investment Advisory Group LLC, Sarasota
- Iq Retirement Portfolios LLC, St. Petersburg
- JLP Investments, Jacksonville
- John T. Mccarthy, LLC, Long Boat Key
- Kaul Financial Solutions, Satellite Beach
- Kiefer Financial Advising LLC, Ocala
- Kienzle Wealth Consulting LLC, Nokomis
- Kitchensink Financial Planning, LLC, Pensacola
- Lat Wealth Financial Advisors, Clearwater
- Legacy Wealth Management, Inc., Cape Coral
- Life Planning Partners, Inc., Jacksonville
- Lighthouse Financial, Saint Petersburg
- Lighthouse Retirement, Ponte Vedra
- Livingston Financial Planning, Inc., Santa Rosa Beach
- Lulla Wealth Financial, Vero Beach
- Macke Financial Advisory Group, Fort Myers
- Madden Advisory Services, Inc., Jacksonville
- Mandarin Advisers, Naples
- Marian Financial Services, Inc., St. Johns
- Marquis Wealth Management Group, Fort Myers
- Maslar Financial, Bradenton
- Mendoza Private Wealth, North Miami
- Merited Wealth, LLC, North Bay Village
- Moran Wealth Management, LLC, Naples
- Nesteggs, Inc., Jacksonville
- Obsidian Wisdom, Fleming Island
- One Wealth Investors, Boca Raton
- Optimist Capital, Palm Beach Gardens
- Orca Wealth Management, LLC, New Port Richey
- Palisades Hudson Asset Management, L.P., Fort Lauderdale
- Palm Valley Wealth Management LLC, St. Augustine
- Parker Financial Planning, LLC., Bradenton
- Personal Asset Management, St Petersburg
- Personal Financial Profiles Inc, Coral Springs
- Prestige Advisors Inc., Sarasota
- Private Client Advisor Group, LLC, Palm City
- Proxy Wealth Advisors LLC, Windermere
- Ralicki Wealth Management & Trust Services, Stuart
- Ranch Capital Advisors Inc., Sarasota
- Ransome Asset Management, Wesley Chapel
- Remote Financial Planner, LLC, West Palm Beach
- Reshape Wealth, Boca Raton
- Roath Capital Advisory, Delray Beach
- Royal Fund Management, LLC, Lady Lake
- Schaffer & Company Asset Management, Inc., Jacksonville
- Semper Financial, Stuart
- Sentinel Wealth Inc, Bonita Springs
- Sikes Financial Services, LLC, Boca Raton
- Sparrow Wealth Management, Orlando
- Spectra Investment Management, LLC, Stuart
- Steadfast Financial Services, Altamonte Springs
- Stewardship Advisory Group, LLC, Clermont
- Storms & Rowdon Financial Services, Inc., Ormond Beach
- Summit Financial Advisors, Bradenton
- Supporting Your Choices Inc., Havana
- Tapa Private Wealth Inc., Key West
- Ten Seven Capital, Naples
- The Atlas Financial Group, Miami
- The Life Wealth Group, Winter Garden
- Treasure Coast Financial Planning, Inc., Vero Beach
- Trigsted Wealth Advisory, Tampa
- Unda Financial and Consulting LLC, Palmetto Bay
- Waterstone Financial Advisory LLC, Fort Myers
- Williams Wealth Management Group, Inc., Bradenton
- Wintrice Money Advisors, LLC, West Palm Beach
- Wise Financial Strategies, LLC, Lakeland
- Yandell Investments, LLC, Orlando
- Your-Financial-Lifeguard, Bradenton
- Zinnia Wealth Advisory, LLC, Ocala
- 369 Financial LLC, Jacksonville
- 710 Consulting Group, LLC, Pembroke Pines
- Aaron Brask Capital, Lake Worth Beach
- Acosta Capital Advisors, Hollywood
- Activest Wealth Management, LLC, Aventura
- Advanced Financial Analysis, LLC, Fleming Island
- Affiliated Private Investors LLC, West Palm Beach
- Aggregate Financial Services, Inc., Navarre
- Alhambra Investment Management LLC, Palmetto Bay
- Alpha Zero LLC, Boca Raton
- Alternative Finance LLC, Coral Gables
- American Dream, St. Petersburg
- American Harbour Wealth Management, LLC, Orlando
- Amerity Wealth Management, LLC, Lakeland
- Andrew Hill Investment Advisors, Inc., Naples
- Angelus Investment Consulting, Inc., Coral Gables
- Antonetti Capital Management, LLC, Naples
- Ap Financial Contingency Group Inc, Sunrise
- Aspen Wealth Management, LLC, Miami Beach
- Asset Planning Corporation, W. Palm Beach
- Assurity Wealth Management, Bradenton
- Aulestia Wealth Management, Inc., Naples
- Avance Private Wealth LLC, Fort Lauderdale
- Aviance Capital Partners LLC, Naples
- Avl Advisory LLC, Daytona Beach
- Azure Financial Advisors LLC, Sarasota
- Barnett Capital Advisors LLC, Miami
- Barr Financial Services, LLC, Winter Park
- Bates Real Estate and Financial Advisory Services, Sarasota
- Bayshore Capital, Tampa
- Beckham Financial, LLC, Miami
- Belleair Asset Management, LLC, Belleair Bluffs
- Benchmark Financial Wealth Advisors LLC, Boca Raton
- Bishop Capital Advisors LLC, Boca Raton
- Bitcoin Standard, St Petersburg
- Blacktower Financial Management (US) LLC, Orlando
- Boca Wealth Advisors, Boca Raton
- BRC Management LLC, Windermere
- Broad Reach Wealth Management, LLC, Sarasota
- Buckley Financial Group, Daytona Beach
- Bull & Bear Capital Advisors, LLC, Jacksonville
- Bush Capital Management, LLC, Sarasota
- Cambier Capital, LLC, Naples
- Cambria Wealth Management, Sarasota
- Camelot Wealth Management, LLC, Oldsmar
- Canopy 360 Wealth, LLC, Ocala
- Cantata Wealth Management, LLC, Coral Gables
- Capital Asset Advisory, Inc., Jacksonville
- Capstone Wealth Management Corp., Lakeland
- Carbon Wealth Management, Tampa
- Cardea Capital Advisors, LLC, Vero Beach
- Cardinal Wealth Management, Naples
- Carl Domino Inc., West Palm Beach
- Carpenter, Claydon Advisors, Inc., Maitland
- Cassedy Financial Group, Inc., Tampa
- Cathy A. Wagner, CFP, RIA, Palm Harbor
- Celaya Wealth Management, Miami
- Centrica Wealth Management, Miami
- Century Business & Financial Services, Longboat Key
- Certuity, LLC, North Palm Beach
- Chacon Diaz & Di Virgilio Wealth Management, LLC, Gainesville
- Chipser Wealth Management, LLC, Destin
- Chiron Capital Management, LLC, Tallahassee
- Christia Li Roberts, Stuart
- Ciccarelli Advisory Services Inc, Naples
- Cima Sports & Wealth Management Inc, Lutz
- Clear Waters Financial Network LLC, Dunedin
- Clearwell Group, Tampa
- Compass Financial Advisory Services, LLC, Ormond Beach
- Comprehensive Wealth Solutions, LLC, Boca Raton
- Concurrent Investment Advisors, LLC, Tampa
- Conscious Capital Wealth Management, LLC, Tampa
- Copper Canyon LLC, Orlando
- Coral Wealth Management, LLC, Miami
- Core Wealth Advisors, Inc., Lakeland
- Core Wealth Management, Inc., Jupiter
- Cortez Wealth Advisors LLC, Oldsmar
- CPS Investment Advisors, Lakeland
- Craft Wealth Services, Tampa
- Cramer & Rauchegger, Inc., Maitland
- Crespo Capital LLC, Jacksonville
- Critical Mass Financial, LLC, Melbourne
- Csenge Advisory Group, LLC, Clearwater
- Cumberland Advisors, Sarasota
- CV Advisors LLC, Aventura
- Cwa Asset Management Group, Naples
- D3 Advisors LLC, Fort Walton Beach
- Daniels D'amelio Investment Management Group, LLC, Jupiter
- Data Analytics Capital LLC, Miami
- Delgado Private Wealth Management LLC, Naples
- DG Wealth, Venice
- Dhody Investment Group, Miami Beach
- Digital Asset Investment Management, Palm Beach Gardens
- DJP Wealth Management, LLC, Tampa
- Dolphin Financial Group, Clearwater
- Donner's Financial Services Inc., Port St. Lucie
- Dorman Financial Management, P.A., Maitland
- Downtown Wealth Studios, LLC, Miami
- Dunamis Capital Consulting, LLC, Wellington
- Earner Wealth LLC, Safety Harbor
- Ebanks Financial Solutions, LLC, Stuart
- Element Pointe Family Office, Miami
- Envision Asset Management, Inc., Plantation
- Equistar Wealth Management Inc., Maitland
- Eubanks Financial, Fort Myers
- Evensky & Katz/foldes Wealth Management, Coral Gables
- Everest Financial Advisors, LLC, Cooper City
- Expat Financial Solutions, Miami Beach
- F&v Capital Management, L.L.C., Boca Raton
- Fairway Financial, LLC, Casselberry
- Fallenbaum CPA & Advisors, LLC, Plantation
- Familywealth, Lake Mary
- Farrar Wealth Management, LLC, North Palm Beach
- Ferris Wheel Finance, Inc., Venice
- Fideleon Wealth Advisors LLC, Saint Augustine
- Fidelis Capital, Tampa
- Fifth Avenue Family Office, Naples
- Figa Capital Management LLC., Coral Gables
- Finaccess Advisors LLC, Miami
- Financial Planning Professionals, Inc., Stuart
- Financial Wellness Solutions, LLC, Cape Coral
- Flavin Financial Services, Inc., Melbourne
- Fleishel Financial Associates, Inc., Deland
- Forecast Financial LLC, Newberry
- Freedom Financial & Business Planning, LLC, Saint Petersburg
- G4 Financial Planning, LLC, Orlando
- Galvez Financial LLC, Parrish
- Genesis Wealth Management, Inc., Coral Gables
- Gillespie Wealth Management Inc, Naples
- Global Kandor Advisors, LLC, Miami
- Global Wealth Management Investment Advisory, Inc., Fort Lauderdale
- Glow Financial Planning LLC, Spring Hill
- Golden Capital Partners LLC, Sunny Isles Beach
- Golden Road Advisors LLC, Tampa
- Good Life Advisors, LLC, Celebration
- Great Wealth Investments, Boca Raton
- Greenberg Financial Group, Boynton Beach
- Guitian Wealth Management, LLC, Coral Gables
- Gulfcoast Embers Advisors, North Port
- Gulfcoast Financial Services, Inc., Lake City
- Harbinger Financial Consultants, LLC, Boca Raton
- HCP Wealth Planning, LLC, Jacksonville
- Heron Equity Management, LLC, Indialantic
- Highrise Wealth Management, Miami
- Holden Family Office, LLC, North Palm Beach
- Holland Advisory Services, Inc., Ormond Beach
- Hoxton Wealth, Orlando
- Ideas in Finance, Boca Raton
- Ignite Financial LLC, Ponte Vedra Beach
- Independent Wealth, LLC, Miami
- Indivisible Partners, Clearwater
- Ingram Advisory Services, LLC, Winter Haven
- Instrumental Wealth, LLC, Tampa
- Integra Wealth, Coconut Grove
- Intellicapital Advisors LLC, Ponte Vedra
- Intellus Advisors, LLC, Naples
- Intrepid Capital Management Inc, Jacksonville Beach
- Intrust Advisors, Inc., Tampa
- Invenio Wealth Partners, LLC, Coral Gables
- Investing Forever Advisory, Port Saint Lucie
- Iq Portfolios, Windermere
- J.p. Aubry Wealth Advisors, LLC, Orlando
- Jackson Private Wealth Management, Inc., Cocoa
- Jaffe Tilchin Investment Partners, LLC, Tampa
- JB Meridian Advisors, LLC, Clermont
- Jean Pierre Masse, Venice
- Jefferson Financial Planning LLC, St Petersburg
- JMN Investment Management LLC, Palm Beach Gardnes
- Johnson Private Wealth Management, LLC, Sarasota
- Johnson Wealth Management, LLC, Palm Coast
- JP Law and Wealth Advisors PLLC, Maitland
- Juth Investment Advisory, Cape Coral
- Kadirov Financial Management, Hallandale Beach
- Kahn Financial Group, Clearwater
- Kasmat Risk Management, LLC., Coral Springs
- Kevin Investments, Tampa
- Kinetic Financial, Pensacola
- Knight Family Wealth, Naples
- Koss-Olinger Consulting, LLC., Gainesville
- Lake Life Wealth Advisory Group, Siesta Key
- Lawrence Financial Services, Jacksonville
- Lebrigh Life Planners, Trinity
- Lefils Wealth Management LLC, Orange City
- Legacy Family Office, LLC, Bonita Springs
- Legacy Wealth Advisors, LLC, North Miami Beach
- Liberty Advisory Group, Inc., Ponte Vedra Beach
- Longman Wealthcare Management, LLC, Miami
- LRZ Capital LLC, Miami
- Luma Capital, Naples
- Mac Investment Management, Saint Petersburg
- Maclendon Wealth Management, LLC, Delray Beach
- Mainstay Capital, Lakeland
- Matters Capital LLC, Coral Gables
- Matthias Private Wealth, LLC, Winter Park
- Mccarty Wealth, Rockledge
- Mccloskey & Associates, P.A., Melbourne
- Mcdavid & Company Wealth Management Services, Gainesville
- Meddent Solutions, Santa Rosa Beach
- Meridian 38 Advisors, Weston
- Methodica Investment Management LLC, Aventura
- Mg&a Wealth, Plantation
- Moneypacer, Tampa
- Monterra Advisors, LLC, Orlando
- Mouly Financial Management, Inc., Davie
- Mra Advisory Group, Sarasota
- Murray Street Capital Advisors, LLC, Fort Lauderdale
- Namm Financial LLC, Plantation
- Naples Money Management LLC, Naples
- Nautilus Wealth Advisors, Indialantic
- New Millennium Asset Management, Inc., The Villages
- Newell Wealth Management, LLC, Winter Garden
- Nextwave Advisors, Lithia
- Nexwealth LLC, Palm Beach Gardens
- Noble Wealth, Zephryhills
- Noesis Capital Management Corp, Boca Raton
- Northbridge Financial Group, LLC, Tampa
- Northstar Strategic Investments Inc, Ormond Beach
- O'ferrall Advisory Services, Tallahassee
- Ocala Capital, LLC, Ocala
- Octogone NA, Miami
- Omkara Capital LLC, Redington Shores
- Omnicap Wealth Partners LLC, Miami
- Onesource Wealth Advisors, Vero Beach
- Ongoing Wealth Management, Key Largo
- Oxenfree Financial, Melbourne
- Palm View Investments, Santa Rosa Beach
- Palm Wealth Partners, Boca Raton
- Paraclete Life Planning L.L.C., Pensacola
- Path Financial, LLC, Sarasota
- Patina Financial Partners, LLC, Clearwater
- Patterson Investments, Inc., Davie
- Paulson Wealth Management Inc., West Palm Beach
- Peak Wealth Group LLC, St. Augustine
- Pelican Financial Planning and Wealth, PLLC, Jupiter
- Pelorus Financial, LLC, Trinity
- Personalized Financial Solutions LLC, Clearwater
- Pink Streets Financial Planning, LLC, St. Petersburg
- Pinnacle Advisory Services, LLC, Tierra Verde
- Plan Ahead Advisors, West Palm Beach
- Platinum Planning, Inc., Sarasota
- Portfolio Medics, LLC, Bonita Springs
- Power Financial Partners, LLC, Tampa
- Premier Private Wealth Management, LLC, Palm Harbor
- Preservation Financial Management, Boca Raton
- Profitable Financial Strategies, Coral Springs
- Prosperitus Wealth Advisors, Coral Springs
- Prosperity Financial Planning LLC, Celebration
- Pruitt Richmond Wealth Management LLC, Estero
- Psi Advisors, LLC, Tampa
- Pullen Investment Management, Bradenton
- QP Wealth Management, LLC, Boca Raton
- Rall Capital Management, Inc., Rockledge
- Reality Financial Planning Services, LLC, Sarasota
- Reap in Wealth Management, LLC, Palm Coast
- Resnick Wealth Alliance, LLC, Palm Beach Gardens
- Retirement Capital Advisors, West Palm Beach
- Retiresharp Wealth Management, LLC, Tampa
- Retirevest Financial, LLC, Tampa
- Revision Wealth Management LLC, Gainesville
- RFM Investment Advisor, Boca Raton
- Riddick & Co Entrepreneurial Finance, LLC, Palm City
- Robinson Global Investment Management LLC, Hollywood
- Ronald Gelok & Associates, LLC, Naples
- Roschman Capital Advisors, LLC, Fort Lauderdale
- Rose Capital Advisors, LLC, Miami Beach
- Rutherford Asset Planning, Inc., Tampa
- Saber Asset Management, West Palm Beach
- Safe Harbor Fiduciary, LLC, Pensacola
- Sagace Wealth Management, St. Petersburg
- San Blas Capital, LLC, Port St. Joe
- Sanchez Wealth Management Group, LLC, Jacksonville
- Sancus Wealth Management LLC, Miami
- Sarasota Capital Strategies,inc., Osprey
- Saul Wealth Advisors, LLC, Miami
- Savvy Wealth Management LLC, Miami Beach
- Schorn Wealth, Englewood
- Schrum Private Wealth Management, LLC, Saint Augustine
- Semus Wealth Partners, LLC, Boca Raton
- Seven Mile Advisory LLC, Tallahassee
- Sick Advisory Services, Boca Raton
- Sickle Hunter Financial Advisors, Tampa
- Sierra Capital LLC, Miami
- Siler Wealth Management, Longwood
- Simplepath Wealth Management, LLC, Palm Harbor
- Skyview Financial Group, LLC, Ponte Vedra Beach
- Smaart LLC, Hialeah
- Smith Financial LLC, Ocala
- Southernmost Advisors LLC, Key West
- Spirepoint Private Client, LLC, Vero Beach
- Springtru, LLC, Palm Beach Gardens
- Star Wealth Advisors, Boca Raton
- Steele Asset Management, Fort Lauderdale
- Stein Financial LLC, Destin
- Stewardship Matters, Maitland
- Stonewealth Advisors, LLC, Coral Gables
- Strive Retirement Group, Daytona Beach
- Structure Wealth Partners LLC, Orlando
- Structured Portfolio Solutions, LLC, The Villages
- Summit Wealth Partners, LLC, Orlando
- Sunrise Wealth Management, LLC, Riverview
- Swan Retirement Strategies, Sarasota
- Synouvo Wealth Management, LLC, Miramar
- Tactical Financial Planning Inc, Malabar
- Tailwind Financial Planning LLC, Madeira Beach
- Tallahassee Financial Advisors, Inc., Tallahassee
- Teradime Financial LLC, Aventura
- The Art and Science of Successful Planning, Ft. Myers
- The Financial Preserve at Lonier Financial Advisory LLC, Osprey
- The High Net Worth Advisory Group, LLC, Naples
- The Money Guys, New Port Richey,
- Three Oaks Partners Investment Counsel LLC, Clearwater
- Tim Looney Investments, LLC, Longwood
- TLP Financial Services, Inc., Estero
- Toams Financial, Jacksonville
- Together Planning, Gainesville
- Toring Financial Advisors, Inc., Palm Harbor
- Trillium Wealth LLC, Winter Park
- Truevine Family Wealth, Estero
- Urs Advisory, Jupiter
- Valoir Wealth LLC, Miami
- Value Financial Advisers, Inc., Orlando
- Van Rensselaer Management LLC, Sewall's Point
- Veltria Advisors Corp., Miami
- Venturemfo LLC, Boca Raton
- Vero Strategic Yield, LLC, Vero Beach
- Walser Wealth Management Company, a Limited Liability Company, Tampa
- Watership Private Capital Management, LLC, Brandenton
- Waxman Financial, Parkland
- Waypoints Financial, Sebring
- We Family Offices, Coral Gables
- Wealth & Business Planning Group, LLC, Maitland
- Wealth Advisors of Tampa Bay, Tampa
- Wealth Pro Advisors, Inc., Sarasota
- Wealthgen Advisors, LLC, Sarasota
- Wealthtrust Asset Management, LLC, Destin
- Winning Points Advisors, L.L.C., Boca Raton
- Woman To Woman Financial, Jacksonville
- Wyand Wealth LLC, Saint Petersburg
- Your Choice Financial LLC, St. Cloud
- Zega Investments, LLC, Palm Beach Gardens