Fee-only financial advisors in Florida who charge hourly or a flat fee
944 fee-only advisers in Florida offer financial planning for an hourly, fixed or subscription fee. 531 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Florida, the median published hourly rate is $288 (373 firms; middle half $238–$375), and the median flat or project fee is $4,900 (321 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $288/hr | $238–$375/hr | 373 firms |
| Flat or project fee | $4,900 | $2,250–$8,250 | 321 firms |
| Annual retainer | $4,800/yr | $2,000–$12,000/yr | 98 firms |
Fee-only advisors in Florida and their published fees
531 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 22 Seven Wealth Management IncPanama City | $150/hr | $500–$2,500 | Not published |
| 365Sundays Wealth LLCLake Mary | Not published | $5,000–$15,500 | $5,000/yr |
| 4 VerticalRiverview | $250/hr | Not published | Not published |
| 7 Star Investment AdvisorsRiverview | Not published | $1,500–$7,500 | Not published |
| Acertado InvestmentsFort Lauderdale | Not published | $800–$3,600 | Not published |
| Achieving Veritas LLCSt. Augustine | Not published | $1,500–$15,000 | Not published |
| Advanced Tax & Investments, Inc.Rockledge | Not published | $10,000 | Not published |
| Advanced Wealth ManagementSarasota | $500/hr | Not published | $5,000/yr |
| Advise FinancialBoca Raton | $300–$1,000/hr | Not published | $399/mo |
| Advisorplanner, LLCSt. Petersburg | $500/hr | Not published | $700–$900/yr |
| Advus Financial Partners, LLCWinter Park | Not published | $2,500–$20,000 | Not published |
| Aft Financial PlanningTampa | $300/hr | $1,500–$5,000 | $350–$1,250/qtr |
| Agnello Financial Group, Inc.West Palm Beach | $250/hr | Not published | Not published |
| Albert Capital Management LLCPalm CoastNo AUM fee | $75/hr | Not published | Not published |
| Align Equity GroupBoca Raton | $300–$500/hr | Not published | Not published |
| Allegiance Financial Advisors, Inc.Jacksonville | $200/hr | $500–$4,000 | Not published |
| Allegiance Wealth Management, Inc.Orlando | $300/hr | Not published | Not published |
| Allegiant Financial Advisors, LLCMiami Beach | $300/hr | $3,000–$10,000 | Not published |
| Allgen Financial Advisors, Inc.Orlando | $250/hr | Not published | $500/yr |
| Alpha Advisors, LLCLakeland | $150–$200/hr | $500–$2,500 | Not published |
| American Family Legacy GroupTampa | $300/hr | Not published | Not published |
| American Financial Advisors IncWinter Park | $325/hr | Not published | Not published |
| Ames Financial Solutions, LLCOcoee | $400/hr | Not published | $450–$800/mo |
| Amida Wealth Advisors, LLCMiami | Not published | $1,000–$30,000 | $1,750–$2,500/yr |
| Amplify My WealthBoca RatonNo AUM fee | $250/hr | $250–$2,500 | $100–$500/mo |
| Anchor Wealth Management Group LLCWest Palm Beach | $450/hr | $3,500 | Not published |
| Andromeda Wealth LLCMiami | $250/hr | $500–$2,000 | Not published |
| Api Financial Advisors, LLCRockledge | $300/hr | Not published | Not published |
| Apis Wealth, LLCSorrento | $300/hr | Not published | Not published |
| Arbogast Financial Advisors, LLCMelbourne | Not published | $500 | $750/qtr |
| Armada AdvisorsPensacola | $175/hr | Not published | Not published |
| Arx Strategic WealthOrlando | Not published | $2,500–$5,000 | Not published |
| Ascent Wealth Management Group, LLCCoral Gables | $500/hr | Not published | Not published |
| Ashcraft Wealth Advisors LLCAuburndale | Not published | $200–$2,000 | Not published |
| Asset Management Financial Services Inc.Clearwater | $175/hr | Not published | $625/qtr |
| Asset Protection GroupSunrise | $250/hr | $2,500 | $2,000/yr |
| Associated Investor Services, Inc.Ft. LauderdaleNo AUM fee | $400/hr | Not published | Not published |
| Atlas Capital Advisory LLCDelray Beach | $150/hr | $500–$5,000 | $100–$1,000/mo |
| Attainable WealthJacksonville | $300/hr | $3,600–$8,000 | Not published |
| Atticus Wealth ManagementPalm Beach Gardens | $500/hr | $7,500–$30,000 | Not published |
| 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 |
| Aventail Wealth Management, LLCWinter Haven | $150/hr | Not published | Not published |
| Aventus Investment Advisors, Inc.Naples | $300/hr | $1,000–$20,000 | Not published |
| Avenues Wealth, LLCWinter Park | $250/hr | $5,000 | Not published |
| Avid PlanningSt. Petersburg | $286–$572/hr | Not published | 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 |
| B&c Financial AdvisorsPonte Vedra Beach | Not published | $2,500 | Not published |
| B1 FinancialAventura | $395/hr | Not published | Not published |
| Baobab Wealth ManagementNokomis | $300/hr | Not published | Not published |
| Base Wealth ManagementLakewood Ranch | $500/hr | Not published | Not published |
| Basile Financial Group, Inc.Palm Harbor | $150/hr | $2,500–$3,000 | Not published |
| Batman Wealth Management, LLCLake Mary | Not published | Not published | $6,000/yr |
| Bayshore Financial Solutions, LLCSt. Petersburg | $250/hr | $1,200 | Not published |
| Bayview Financial PlanningLutz | $375/hr | $1,500 | Not published |
| Benzina Wealth, LLCSarasotaNo AUM fee | Not published | Not published | $6,000–$12,000/yr |
| Best Financial LifeMelbourne Beach | Not published | $2,000–$10,000 | $500–$700/mo |
| Bfa Wealth ManagementDelray Beach | Not published | Not published | $208/mo |
| Bill Losey Retirement Solutions, LLCThe Villages | $250–$500/hr | $500–$5,000 | Not published |
| Black Creek Wealth Management, LLCFleming Island | Not published | $2,000 | Not published |
| Blade FinancialTampa | $275/hr | $1,000–$2,500 | $200/mo |
| Bloom InvestmentWinter Park | $250/hr | $2,400–$9,600 | $200–$900/mo |
| Blue Jasper Capital LLCClermont | $615/hr | $2,750–$45,000 | Not published |
| Blue Marlin Advisors, LLCWest Palm Beach | Not published | $400–$500 | $200–$350/mo |
| Blue Ocean CapitalWest Palm Beach | $100–$300/hr | Not published | Not published |
| Blueprint Capital Group LLCCasseleberry | $500/hr | $5,000–$24,000 | Not published |
| Bluewater Asset ManagementJupiter | Not published | $5,000 | Not published |
| Boca Retirement Strategies Inc.Jupiter | $250–$350/hr | Not published | Not published |
| Brickell Financial Group LLCMiami | Not published | $200–$1,500 | Not published |
| Bridge Generations Wealth ManagementSouth Miami | $500/hr | Not published | Not published |
| Brightpath Financial, Inc.Boynton Beach | $375/hr | Not published | $5,000–$40,000/yr |
| Brightwater Advisory, LLCTampa | $200–$400/hr | $400–$3,000 | Not published |
| Broaden Wealth LLCFort Myers | $500/hr | Not published | Not published |
| Btesh Financial, LLCSunny Isles Beach | $150/hr | Not published | Not published |
| Build Financial Advisors, LLCAventura | $185–$300/hr | $300–$5,000 | $2,800–$6,800/yr |
| Burkart Financial Group, Inc.St. Petersburg | $200–$350/hr | $500–$3,500 | Not published |
| Caleo Capital N.A. LLCPonte Vedra | $250/hr | Not published | $25,000/yr |
| 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 |
| Camerondowning, Inc.Miami | $300/hr | $1,500–$5,000 | $199/mo |
| Campbell Financial Partners, LLCFort Myers | Not published | $1,200 | Not published |
| Campbell Wealth Advisors, LLCSarasota | Not published | $5,000–$50,000 | $5,000–$50,000/yr |
| Campos FinancialMiami | $200/hr | $200–$2,000 | Not published |
| Candor Strategic Partners LLCFt Lauderdale | $350/hr | $3,000 | $500/qtr |
| Capital Asset Management Group, Inc.West Palm Beach | $300/hr | Not published | Not published |
| Capital Wise AdvisoryWesley Chapel | $250–$500/hr | $1,000–$10,000 | $6,000/yr |
| Capstone Investment Management LLCPalm Coast | Not published | $500–$2,500 | Not published |
| Cardone Wealth AdvisorsAventuraNo AUM fee | $500/hr | $4,800 | $4,800/yr |
| Cassandra Smalley Wealth ManagementSeminole | $375/hr | $4,000 | $1,500–$5,000/mo |
| Cast Member Financial LLCOcoee | $250/hr | Not published | $2,400–$5,000/yr |
| Castle Island WealthPalm Beach Gardens | $350/hr | Not published | Not published |
| Castle Wealth ManagementBoynton Beach | $100–$450/hr | $2,500 | Not published |
| Cayside PartnersJupiter | $500–$1,250/hr | $5,000–$25,000 | Not published |
| Ceg Wealth Partners, LLCWellington | $350/hr | Not published | Not published |
| Cela Wealth ManagementMiami | Not published | $2,500–$12,000 | Not published |
| Center for Asset Management, LLCPalm Beach Gardens | $300/hr | Not published | Not published |
| Centrus Financial StrategiesOrlando | $500/hr | $3,000–$15,000 | Not published |
| Certified Advisory CorpAltamonte Springs | Not published | Not published | $500/qtr |
| CG Capital Wealth LLCHialeah | Not published | Not published | $1,200/yr |
| Charles Kasner Registered Investment Advisor LLCApopka | $200/hr | Not published | Not published |
| Cibao Wealth ManagementMiami Lakes | $300/hr | Not published | $4,200–$12,000/yr |
| Clarity Capital Advisors, LLCLakewood Ranch | Not published | $25,000 | Not published |
| Clarity Financial DesignSarasota | Not published | $2,500–$10,000 | $450–$1,500/qtr |
| Clark Financial Planning Services LLCParklandNo AUM fee | $200–$300/hr | Not published | $3,000–$40,000/yr |
| Client 1ST Advisory GroupDunedin | $350/hr | Not published | Not published |
| Client First Financial Advisors, LLCCoral Springs | $250/hr | $5,000 | Not published |
| Client Focused FinancialSaint Petersburg | Not published | Not published | $20/mo |
| Clout CapitalMiami | Not published | $50,000 | Not published |
| Cma Advisors, Inc.Bradenton | $400/hr | $5,000 | Not published |
| Code Waechter LLCTampa | Not published | $750–$6,000 | Not published |
| Cogent Private WealthOrlando | $450/hr | Not published | $4,000/yr |
| Collaborative WealthLake Mary | $200–$400/hr | Not published | Not published |
| Commoncents Wealth Advisors, LLCNew Port Richey | $500/hr | $250 | Not published |
| Compass Financial Group, Inc.Deerfield Beach | Not published | $2,500 | Not published |
| Contemporary Financial PlanningJacksonville | Not published | $1,000–$25,000 | $1,250–$6,000/qtr |
| Coquina Private Wealth AdvisorsPort Charlotte | Not published | Not published | $500–$15,000/yr |
| Corrales & Co.Miami | Not published | $99–$10,000 | Not published |
| Covato Capital Management, LLCNaples | $50–$200/hr | $500–$2,000 | Not published |
| Covenant Capital Advisors, LLCDavenport | $100/hr | Not published | Not published |
| CovingtonalsinaJacksonville | $150–$500/hr | $500–$5,000 | Not published |
| CPA Group Investment Management, LLCPanama City | $250/hr | $10,000 | Not published |
| CPA Investment Solutions, Inc.Sarasota | $200/hr | $5,000 | Not published |
| CPA Synced FinancialTampa | Not published | $1,000–$20,000 | Not published |
| CPK Wealth Management LLCFort Myers | $125–$250/hr | Not published | Not published |
| Create Wealth Financial Planning LLCJacksonville | Not published | $1,000 | Not published |
| Crewson FinancialPonte Vedra | $250/hr | $4,900 | $250–$600/mo |
| Crocker Capital, LLCCooper City | $250/hr | $500–$3,000 | $2,497/yr |
| CS Advisors Inc.Boca Raton | $275–$500/hr | Not published | Not published |
| Cumulare Asset Management, LLCHollywood | $395/hr | Not published | Not published |
| Cyndeo Wealth PartnersSt. Petersburg | $350–$500/hr | $2,500–$25,000 | $2,000–$20,000/mo |
| Cypress CapitalTallahassee | $500/hr | Up to $15,000 | $250–$10,000/mo |
| Dakota Wealth, LLCPalm Beach Gardens | Not published | $5,000–$25,000 | Not published |
| Darwin Wealth ManagementTampa | $150/hr | $750–$1,500 | Not published |
| Das Wealth ManagementOrlando | $100/hr | Not published | Not published |
| Davis Private Wealth, LLCRoyal Palm Beach | $100–$400/hr | $2,500–$10,000 | $200–$2,000/mo |
| Destiny Family OfficeTavares | $100–$1,500/hr | $10,000 | Not published |
| Destiny Wealth Partners, LLCTavares | $100–$1,500/hr | $10,000 | Not published |
| Diablo Investment Advisors, LLCPonte Vedra | $300/hr | Not published | Not published |
| Dias Wealth, LLCLake Mary | $250/hr | $2,500 | Not published |
| Dipaolo Financial Group, Inc.Lutz | Not published | $1,200–$5,000 | Not published |
| Dna Wealth Management LLCPensacola | $150/hr | $1,000–$2,000 | Not published |
| Dobson Street LLCWinter Park | $250–$400/hr | Not published | Not published |
| Dougherty Financial Planning, LLCTallahassee | $125/hr | Not published | Not published |
| Dtcarson Asset ManagementTampa | $175/hr | $1,500–$3,500 | Not published |
| Dumont WealthMiami | $500–$750/hr | $1,000–$50,000 | Not published |
| Ecf Wealth, Inc.Miami Beach | Not published | $3,500–$10,000 | Not published |
| Echelon Virtual Family Office, LLCSarasota | Not published | $50,000 | Not published |
| Econologics Financial AdvisorsLargo | Not published | Not published | $475–$975/mo |
| Elderkin Wealth Management LLCFort Lauderdale | $250/hr | Not published | Not published |
| Elevate Financial Planning and Wealth ManagementSt. Petersburg | Not published | $1,000–$10,000 | Not published |
| Em Financial Services, LLCMiami | $250/hr | Not published | Not published |
| Empire Financial Group, LLCOrlando | $150/hr | $750–$2,500 | Not published |
| Entelevest, LLCCoral Gables | Not published | $5,000–$20,000 | Not published |
| Envision Wealth PlannersMaitland | Not published | $2,500–$18,000 | $200–$1,500/mo |
| Eppes Wealth ManagementSatellite Beach | $300/hr | $100–$10,000 | Not published |
| Ethos Private WealthCoral Gables | $100–$400/hr | Not published | Not published |
| Evertern Wealth, LLCNaples | $1,200/hr | $1,500–$10,000 | Not published |
| Evolution Wealth Management Inc.Fort Myers | $350/hr | $2,500–$20,000 | Not published |
| FacetWest Palm Beach | Not published | Not published | $2,600–$10,000/yr |
| Family and Money MattersCoral Gables | $350/hr | $5,000 | $7,500/qtr |
| Family First Financial PlanningStuartNo AUM fee | $325–$350/hr | $500 | Not published |
| Family Steward Wealth Consulting®Hobe Sound | $350/hr | $2,500–$50,000 | $15,000/yr |
| Fee-Only Financial Advisors, LLCBeverly Hills | $200/hr | $2,000–$5,000 | Not published |
| Fiduciary Consulting Group, Inc.Venice | $400/hr | Not published | Not published |
| Fiduciary Family Office, LLCBoca Raton | $350–$600/hr | $30,000–$250,000 | Not published |
| Financial Connection, IncBoca Raton | Not published | Not published | $250/qtr |
| Financial Harvest Wealth AdvisorsWinter Park | Not published | $10,000 | $750/yr |
| Financial Journey LLCPensacola | $200/hr | $300–$2,500 | Not published |
| Financial Life Designs LLCLake Mary | Not published | $500 | $3,000/yr |
| Financial Optimist LLCSaint PetersburgNo AUM fee | $150–$275/hr | $450–$2,350 | $1,200/yr |
| Financial Pathway LLCWesley Chapel | Not published | $250 | Not published |
| Financial Planning By DesignIndian Harbour Beach | $250/hr | $2,500–$30,000 | Not published |
| Financial Planning Office of Stephen Overstreet, P.A.Winter Park | $150/hr | Not published | Not published |
| Financial Planning Services, Inc.Fort Lauderdale | Not published | $2,500–$15,000 | $3,775/yr |
| Financial Prescriptions, LLCAtlantic Beach | $220/hr | Not published | $4,900/yr |
| Firestone Capital Management IncSouth Miami | $350/hr | $1,000–$5,000 | Not published |
| First Retirement Services LLCParkland | Not published | $1,500 | Not published |
| FirstrustDaytona Beach | Not published | Not published | $15,000/yr |
| Flaharty Asset Management, LLCClearwater | $350/hr | Not published | Not published |
| Florida Estate and Retirement Planning Advisors, LLCDunedin | $150/hr | Not published | Not published |
| Florida Financial Planning LLCWinter GardenNo AUM fee | Not published | $2,400 | $6,000/yr |
| Foliage FinancialBonita Springs | $225/hr | Not published | Not published |
| Foresight Financial AdvisoryJupiter | Not published | $1,000–$5,000 | Not published |
| Forge CapitalSarasota | Not published | $300–$10,000 | Not published |
| Fortress Wealth GroupWinter Park | $500/hr | $5,000–$50,000 | Not published |
| Fortress Wealth PlanningJacksonville Beach | Not published | $7,500 | Not published |
| Fortuna Investors LLCJupiter | $400/hr | $5,000 | Not published |
| Forward Financial Advisors, LLCNorth Bay Village | $150–$250/hr | Not published | Not published |
| FR Financial Advisors LLCCoral Springs | $150–$250/hr | $1,200–$5,000 | Not published |
| Freedom Financial Management, IncSaint Cloud | $75–$500/hr | Not published | $500–$20,000/yr |
| Future Path Financial PlanningNiceville | Not published | $1,000–$30,000 | $200–$2,500/mo |
| G&f Financial ServicesPanama City Beach | $400/hr | Not published | Not published |
| Gap Financial Counseling Corp.NaplesNo AUM fee | $240–$480/hr | Not published | Not published |
| Gateway Capital ManagementParkland | Not published | $500–$10,000 | Not published |
| GBS GroupMiramar | $300/hr | $2,000–$7,500 | Not published |
| Gen2 Advisors, LLCMaitland | Not published | $10,000–$25,000 | Not published |
| Genesis Wealth Planning, LLCBonita Springs | $200/hr | $50–$10,000 | $1,200–$12,000/yr |
| GentrustMiami | Not published | Not published | $1,000–$150,000/qtr |
| Germana Capital LLCMiami | $250/hr | $1,000 | Not published |
| Giessel Wealth AdvisorsJupiter | Not published | $2,000–$8,000 | $18,000/yr |
| Global Financial Private ClientSarasota | $350–$575/hr | $5,000–$25,000 | Not published |
| Global Vision Financial ServicesSarasota | $150/hr | Not published | Not published |
| Goalfocus Financial, LLCAventura | $100–$300/hr | $600–$25,000 | Not published |
| Goar, Endriss & Walker, P.A.SarasotaNo AUM fee | $130–$284/hr | Not published | $6,000/yr |
| Golden Reed Wealth Management, LLCOcala | $250/hr | $2,500–$10,000 | Not published |
| Grand Central Investment Group, LLCTampa | $450/hr | Not published | Not published |
| Gray Colt Financial Planning LLCSt. Petersburg | $200/hr | Not published | Not published |
| Greater FinancialSarasotaNo AUM fee | Not published | $1,500–$3,000 | $350–$2,000/mo |
| Green Beret Financial PlanningOrlando | $200/hr | Not published | Not published |
| Green Capital Private WealthMiami | $300/hr | Not published | Not published |
| Green Musa Capital, LLCFort Lauderdale | $200–$1,000/hr | Not published | Not published |
| Green Vista Asset Management LLCWinter Park | $100/hr | Not published | Not published |
| Greenbridge Partners LLCLakeland | $250–$1,250/hr | $250–$12,500 | 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 |
| Guardsman Private Capital Management, Inc.Sarasota | Not published | Not published | $25,000/yr |
| Guernsey Financial, LLCPensacola | Not published | $500 | Not published |
| Guerra Wealth AdvisorsMiami | $500/hr | $500 | Not published |
| Gunn Financial Advisors, LLCSafety Harbor | Not published | $2,500 | Not published |
| Haas Financial, Inc.Sanibel | Not published | $1,500–$4,000 | Not published |
| Hale & Doerr Wealth Management LLCGulf Breeze | $125–$350/hr | Not published | Not published |
| Hammond Asset Management LLCSarasota | $150/hr | Not published | Not published |
| Haysley Financial Services, Inc.Lake Mary | $400/hr | $25,000 | Not published |
| Heartwood Financial ServicesSanford | $200/hr | Not published | Not published |
| Heritage Advisors Group, Inc.Altamonte Springs | $200–$300/hr | $1,000–$10,000 | Not published |
| Herndon Wealth Services IncVero Beach | $250/hr | $750 | $4,000/yr |
| Highland Investment Advisors LLCPonte Vedra | Not published | $3,500–$10,000 | $175/mo |
| Hinkle Financial Services LLCPompano BeachNo AUM fee | $250/hr | Not published | Not published |
| Horowitz & Company, Inc.Fort Lauderdale | $250/hr | $500 | Not published |
| Houten Haley Financial LLCSt. Petersburg | Not published | $750–$5,000 | Not published |
| Hudson Value Partners, LLCPalm Beach | $250–$450/hr | $1,500–$15,000 | Not published |
| Hunt WealthTampa | Not published | $3,000 | $200/mo |
| Hurley Wealth Management Group, IncOakland | $375/hr | $500–$7,500 | Not published |
| Hygge Advisors, LLCSt. Petersburg | Not published | $100–$50,000 | Not published |
| Ibex Wealth Advisors, LLCWest Palm Beach | $150–$300/hr | $2,000–$15,000 | Not published |
| Icebridge Financial GroupBoca Raton | Not published | $3,500–$20,000 | $3,500–$20,000/yr |
| Img Wealth Management, Inc.Jacksonville | $150/hr | Not published | Not published |
| Indian River Financial Group, Inc.Delray Beach | Not published | $500 | Not published |
| Insight Family FinancialSarasota | $300/hr | Not published | $3,500–$4,000/yr |
| Insight Wealth Management LLCPlantation | $300–$500/hr | Not published | $2,000–$5,000/yr |
| Insurawealth, LLCTampa | $250/hr | Not published | $50/mo |
| Integrated Retirement Advisors, LLCWest Palm Beach | $425/hr | Not published | Not published |
| Integrity Financial StrategiesPalmetto | $250/hr | Not published | Not published |
| Intrepid Wealth Partners, LLCMelbourne Beach | Not published | $8,000 | Not published |
| Investably LLCOrlando | Not published | $2,500 | $625/mo |
| Investment Advisory Group LLCSarasota | $100–$300/hr | Not published | $500–$10,000/yr |
| Investors ChoiceTampaNo AUM fee | $250/hr | Not published | Not published |
| IplanWinter Haven | Not published | $3,600 | Not published |
| Iq Retirement Portfolios LLCSt. Petersburg | $500/hr | Not published | $1,500/yr |
| Isgam Us LLCWest Palm Beach | $500/hr | Not published | Not published |
| Jacksonville Wealth ManagementJacksonville | $100–$600/hr | $400–$7,500 | Not published |
| Jake Carris Financial PlanningOrlando | $300/hr | $1,000–$5,000 | Not published |
| James A. Colley, Inc.Lake Placid | $250/hr | $5,000 | Not published |
| JC Venture Capital Investments LLCSt. PetersburgNo AUM fee | $200–$500/hr | $1,500–$10,000 | Not published |
| JFK Advisory Services, LLCThe Villages | $250/hr | $2,500 | Not published |
| JKM Wealth Management IncBoca Raton | $500/hr | $5,000 | Not published |
| JLP InvestmentsJacksonville | $250/hr | Not published | Not published |
| John T. Mccarthy, LLCLong Boat Key | Not published | Not published | $3,000–$25,000/yr |
| Jurick Financial ServicesParkland | Not published | $1,500 | Not published |
| Kabat Advisory Group, LLCJacksonville | $250/hr | $500–$10,000 | Not published |
| Kalorama Wealth Strategies, LLCOakland Park | $250–$450/hr | $1,500–$10,000 | Not published |
| Kaul Financial SolutionsSatellite BeachNo AUM fee | $250/hr | Not published | Not published |
| Kiefer Financial Advising LLCOcalaNo AUM fee | Not published | Not published | $300–$500/qtr |
| Kienzle Wealth Consulting LLCNokomisNo AUM fee | $500/hr | Not published | Not published |
| King Retirement Solutions, LLCNorth Port | $200/hr | Not published | Not published |
| Kirtland Financial Management, Inc.Coral Gables | $250/hr | Not published | Not published |
| Kitchensink Financial Planning, LLCPensacola | $450/hr | Not published | $250–$2,100/mo |
| Krehbiel Financial LLCSatellite Beach | Not published | $300 | Not published |
| Kris Lewicki & Associates, LLCCoral Springs | $250/hr | Not published | Not published |
| Kuyrkendall CapitalPalm Beach Gardens | Not published | $500–$10,000 | Not published |
| Ladin Financial Group, Inc.Coral Gables | $250/hr | $775–$13,000 | Not published |
| Lake Water Advisory, LLCSarasota | Not published | $3,200–$8,000 | Not published |
| Lat Wealth Financial AdvisorsClearwater | Not published | Not published | $1,000–$5,000/yr |
| Laughna Financial Planning LLCSatellite Beach | $350/hr | $2,500 | Not published |
| LDN Wealth, LLCOrlando | $350/hr | $1,000–$18,000 | Not published |
| Ledgerplus Financial Services LLCDavie | $75–$150/hr | Not published | Not published |
| Legacy Wealth Management, Inc.Cape Coral | $300/hr | Not published | Not published |
| Legacy Wealth Planning GroupTampa | $250/hr | Not published | Not published |
| Lentz AdvisorsGainesville | Not published | $1,500–$5,000 | Not published |
| Level Up Wealth ManagementTampa | $300/hr | Not published | Not published |
| Libra Investment Advisors IncMiami | $150–$350/hr | Not published | $1,500/yr |
| Life After Grief Financial PlanningOrlando | $250–$1,000/hr | $1,500–$15,000 | $150–$1,250/mo |
| Life Planning Partners, Inc.JacksonvilleNo AUM fee | $200/hr | Not published | Not published |
| Lifecraft Wealth ManagementSunrise | $250/hr | $500–$4,000 | Not published |
| Lifespan Financial Strategies, Inc.Weston | $150/hr | $350 | Not published |
| Lifestyle Freedom Advisory Group, LLCBradenton | Not published | $5,000–$10,000 | Not published |
| Lighthouse FinancialSaint Petersburg | $120/hr | Not published | Not published |
| Lighthouse RetirementPonte Vedra | Not published | Not published | $1,000/yr |
| Livingston Financial Planning, Inc.Santa Rosa BeachNo AUM fee | $285/hr | Not published | Not published |
| Local Wealth AdvisorsNaples | Not published | $1,600–$10,000 | Not published |
| Lodestar Advisory Group, LLCNaples | $400/hr | $800–$5,000 | Not published |
| Logan Financial Planning LLCSt. Petersburg | $150/hr | Not published | Not published |
| Lowry Financial AdvisorsTiogaNo AUM fee | $450/hr | $500–$20,000 | Not published |
| Lri InvestmentsPalm Beach Gardens | $150–$350/hr | $650–$2,500 | Not published |
| Lulla Wealth FinancialVero Beach | Not published | Not published | $2,500/yr |
| Luminary Financial Advisors, LLCCocoa BeachNo AUM fee | Not published | $400–$20,000 | Not published |
| LVS Advisory LLCMelbourne | $100–$600/hr | $2,000–$20,000 | Not published |
| M&m Wealth Management, LLCFort Myers | $400/hr | $100–$15,000 | Not published |
| Macke Financial Advisory GroupFort Myers | Not published | Not published | $100/mo |
| Madden Advisory Services, Inc.Jacksonville | $200/hr | Not published | Not published |
| Made Financial DesignLand O Lakes | $300/hr | $1,500–$5,000 | Not published |
| Maggi Investment Services, LLCOldmar | $250/hr | $5,000 | Not published |
| Mandarin AdvisersNaples | $100–$250/hr | Not published | $6,695/qtr |
| Mar Wealth Management Services, LLCWest Palm Beach | $250/hr | $1,000–$10,000 | Not published |
| Marian Financial Services, Inc.St. Johns | $250/hr | Not published | $1,200–$2,400/yr |
| Marketstrats, LLCCape Coral | $250/hr | $1,000–$6,000 | Not published |
| Marquis Wealth Management GroupFort Myers | $150–$400/hr | Not published | $1,500–$2,500/yr |
| Mash Financial PlanningJacksonville | Not published | $250–$2,000 | Up to $15,000/yr |
| Maslar FinancialBradenton | $250/hr | Not published | Not published |
| Mcinerney Investment AdvisorsOrlando | $250/hr | $10,000 | Not published |
| Meeks Capital LLCWinter Park | Not published | $500 | $2,500/yr |
| Meira WealthCoral Gables | Not published | $2,000 | Not published |
| Mendoza Private WealthNorth Miami | $500/hr | Not published | Not published |
| Meridian Financial Services, Inc.Lakewood Ranch | $250/hr | Not published | Not published |
| Merited Wealth, LLCNorth Bay Village | $250–$750/hr | Not published | Not published |
| MMBG Investment Advisors Co.Miami | Not published | $1,000–$20,000 | Not published |
| Moisand Fitzgerald Tamayo, LLCOrlando | $500/hr | $2,500–$25,000 | $6,000/yr |
| Montello Wealth Management, Inc.Palm Beach Gardens | $150/hr | Not published | Not published |
| Moore Financial Management, Inc.Bradenton | Not published | $2,500–$7,000 | Not published |
| Moore Financial Planning Advisors, LLCDavie | $250/hr | $3,750 | $500/yr |
| Moran Wealth Management, LLCNaples | $100/hr | Not published | Not published |
| Moreno CapitalWest Palm Beach | Not published | $25,000 | Not published |
| Motiv8 Investments LLCPort St Lucie | $300/hr | $1,000–$10,000 | Not published |
| Mutual Trust Advisory GroupEstero | Not published | $25,000–$350,000 | Not published |
| Nathan G. Hanna, LLCPalm Harbor | $250/hr | Not published | Not published |
| National Retirement Plan Services, Inc.Tampa | $225/hr | $2,500 | Not published |
| Navigar Advisors, Inc.Tampa | $150/hr | Not published | Not published |
| Neil Jesani Wealth ManagementSunrise | $250/hr | Not published | Not published |
| Nested Financial & Tax PlanningPalm HarborNo AUM fee | $400/hr | $3,000–$30,000 | Not published |
| Nesteggs, Inc.Jacksonville | $90–$225/hr | Not published | $5–$750/mo |
| New Era AdvisoryOrlando | Not published | $500–$5,000 | $100–$1,500/mo |
| New Perspective Wealth ManagementSt. Petersburg | $200/hr | $1,000 | Not published |
| Nolan Capital Advisors LLCOviedo | $150–$300/hr | Not published | Not published |
| Non-Traditional Wealth Management, LLCOrlando | $100–$300/hr | $400–$5,000 | Not published |
| Nova Wealth Management, Inc.Bonita Springs | $250/hr | Not published | $250/qtr |
| O'grady Financial LLCTampa | Not published | $500–$1,000 | $200–$600/mo |
| Oakmonte Wealth ManagementOrlando | Not published | $150–$4,000 | Not published |
| Obsidian WisdomFleming Island | Not published | Not published | $2,500–$7,500/yr |
| Ocean Breeze Wealth LLCWinter Garden | $250–$500/hr | $1,500 | $250/mo |
| Off the Bay Wealth LLCTampaNo AUM fee | Not published | $1,000–$15,000 | Not published |
| Olea Advisory ServicesPlantation | $500/hr | $15,000 | Not published |
| Omnia Family Wealth, LLCAventura | Not published | $10,000–$100,000 | Not published |
| Omnitrust Wealth Management, Inc.Jacksonville | $175/hr | $1,500–$10,000 | Not published |
| One Wealth InvestorsBoca Raton | $250/hr | Not published | $10,000–$100,000/yr |
| OpinicusTampa | $85–$500/hr | $3,500 | $4,200/yr |
| Optimist CapitalPalm Beach Gardens | $250–$400/hr | Not published | Not published |
| Orca Wealth Management, LLCNew Port Richey | Not published | Not published | $20,000/yr |
| Orr Financial, LLCTampa | $150/hr | Not published | Not published |
| Owenwise Financial LLCOrlando | $195/hr | $1,000–$5,000 | Not published |
| Oxford Wealth Group, LLCOrlando | Not published | $500–$3,000 | Not published |
| Palisades Hudson Asset Management, L.P.Fort Lauderdale | Not published | Not published | $416/mo |
| Palm Valley Wealth Management LLCSt. Augustine | Not published | Not published | $2,500/yr |
| 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 |
| Parker Financial Planning, LLC.Bradenton | $250/hr | Not published | Not published |
| Parrish Capital Advisors LLCCoral Gables | $250/hr | Not published | Not published |
| Pelican Wealth Advisors, LLCBonita Springs | $250/hr | $5,000 | Not published |
| Persico Asset ManagementNaples | $325/hr | $1,000–$5,000 | Not published |
| Personal Asset ManagementSt Petersburg | $280/hr | Not published | Not published |
| Personal Financial Profiles IncCoral Springs | $250/hr | Not published | Not published |
| Personal Wealth Planning, LLCHollywood | Not published | $12,000 | Not published |
| PFG Private Wealth Management, LLCLutz | $150–$500/hr | $150–$15,000 | Not published |
| Pine To Palm Financial, LLCClermont | Not published | $500–$2,500 | Not published |
| Plan for Your Goals, LLCGulf Breeze | $200/hr | $2,590–$12,000 | $416–$708/mo |
| Polley Wealth Management LLCOrlando | $350/hr | $350–$25,000 | $250/mo |
| Prestige Advisors Inc.Sarasota | $300/hr | Not published | Not published |
| Primaris Wealth ManagementTallahassee | Not published | $500–$25,000 | $2,500/yr |
| Private Client Advisor Group, LLCPalm City | Not published | Not published | $1,000/yr |
| Private Client Services Group, LLCOcala | $200/hr | Not published | Not published |
| Privileged Planning Inc.Green Cove Springs | $300/hr | $2,000–$5,000 | $216–$332/mo |
| Proper WealthTallahassee | Not published | $50,000 | Not published |
| Prosperity Path Advisers, LLCVero Beach | $350/hr | $2,500–$7,500 | $750–$1,200/yr |
| Proxy Wealth Advisors LLCWindermere | $250/hr | Not published | Not published |
| Prudent Financial PlanningNaples | $500/hr | $2,500–$5,000 | Not published |
| QTR Family Wealth, LLCLake Mary | Not published | $2,500 | Not published |
| R. Cooper InvestmentsJacksonville | $300/hr | $4,750–$6,500 | Not published |
| Rainey & Randall Wealth Advisors, Inc.Celebration | $300/hr | Not published | Not published |
| Ralicki Wealth Management & Trust ServicesStuart | $200–$400/hr | Not published | Not published |
| Ranch Capital Advisors Inc.Sarasota | $250–$450/hr | Not published | $150–$500/mo |
| Ransome Asset ManagementWesley Chapel | $500/hr | Not published | Not published |
| Raymond Capital Advisors, LLCSarasota | $250/hr | Not published | Not published |
| RC Private Wealth, LLCMiami | $500/hr | $3,500 | Not published |
| RD Lewis Wealth ManagementMaitland | $125–$250/hr | Not published | Not published |
| Red Reef Advisors LLCBoca Raton | $150–$500/hr | $1,500–$50,000 | $1,500–$50,000/yr |
| Reik Wealth Management, Inc.Lakewood Ranch | $400/hr | Not published | Not published |
| Remote Financial Planner, LLCWest Palm Beach | Not published | Not published | $13,200/yr |
| Renew Family WealthJupiter | $150–$250/hr | $1,500–$5,000 | Not published |
| Reshape WealthBoca Raton | $1,000/hr | Not published | Not published |
| Rinaldi Wealth Management, Inc.Bonita Springs | Not published | $450–$5,000 | Not published |
| Rise Financial PartnersSt Petersburg | $400/hr | $1,000–$15,000 | Not published |
| River City Wealth ManagementJacksonville | $250–$500/hr | $500–$10,000 | Not published |
| RM Private Wealth ManagementMiami | $500/hr | Not published | Not published |
| RMP Financial, Inc.Weston | $250/hr | Not published | Not published |
| Roath Capital AdvisoryDelray Beach | $250/hr | Not published | $1,250/qtr |
| Rosenberg Wealth Management LLCFort Lauderdale | Not published | $2,500–$5,000 | Not published |
| Rossby Financial, LLCMelbourne | $100–$1,000/hr | $200–$50,000 | Not published |
| Royal Fund Management, LLCLady Lake | $250/hr | Not published | Not published |
| Ruggiero InvestmentsWest Palm Beach | Not published | $50,000 | Not published |
| S2 Capital ManagementHighland Beach | Not published | $500–$2,000 | Not published |
| Safety of Principle Wealth Management, LLCCoral Springs | $175/hr | $250–$2,500 | 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 |
| Schaffer & Company Asset Management, Inc.Jacksonville | $330/hr | Not published | Not published |
| SD Perron & Co. Investment ServicesHypoluxo | Not published | Not published | $500/yr |
| Sealex Advisory, LLCTampa | Not published | $500–$5,000 | Not published |
| Second Half Financial Partners, LLCSebring | $250/hr | Not published | Not published |
| Section Integrity Wealth ManagementFleming Island | $250/hr | Not published | Not published |
| Semper FinancialStuart | $250/hr | Not published | Not published |
| Semper Wealth Management LLCOviedo | $250/hr | $500–$2,500 | $200–$2,000/mo |
| Sentinel Wealth IncBonita Springs | Not published | Not published | $599/mo |
| Servatus CapitalNaples | Not published | $3,000–$15,000 | Not published |
| Seven Hills Financial, LLCTallahassee | $250/hr | Not published | Not published |
| Shaw Financial Solutions LLCCoral Gables | Not published | $750–$3,000 | Not published |
| Shepherds of CapitalClearwater | Not published | $1,500–$5,000 | Not published |
| Sikes Financial Services, LLCBoca Raton | $200/hr | Not published | $50/mo |
| Singer Wealth Advisors LLCBoca Raton | Not published | $1,000–$100,000 | Not published |
| Skadvisors, LLCMaitland | $450/hr | Not published | Not published |
| Skyview PinnacleApollo Beach | $125–$400/hr | $500–$10,000 | 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 |
| Solomon Api LLCRockledge | $300/hr | Not published | Not published |
| Southeastern Financial Planning, LLCPensacola | $150/hr | $500–$2,000 | Not published |
| Southshore Financial PlanningTampaNo AUM fee | $300/hr | $300–$10,000 | $230–$800/mo |
| Sovereign Wealth Office LLCSt. Augustine | Not published | $500–$5,000 | Not published |
| Spalding, StevenPalm Beach GardensNo AUM fee | $150/hr | $2,000–$20,000 | Not published |
| Spark Wealth AdvisorsJacksonville | Not published | $500–$5,000 | $300–$1,000/mo |
| Sparrow Wealth ManagementOrlando | $350/hr | Not published | Not published |
| Spectra Investment Management, LLCStuart | $500/hr | Not published | Not published |
| Spraker West Wealth Management, IncWinter Park | $300/hr | $1,200–$2,500 | Not published |
| Spyrnal Financial GroupBokeelia | $250/hr | $750–$3,000 | Not published |
| Stadium Financial LLCOrlando | $300/hr | $1,000 | $1,600/yr |
| Stanford Wealth Planning LLCPonte Vedra Beach | $250/hr | $250–$20,000 | $2,700–$20,000/yr |
| Steadfast Financial ServicesAltamonte Springs | $75–$150/hr | Not published | Not published |
| Sterling Wealth Advisors, Inc.Plantation | $350/hr | $8,000 | Not published |
| Stewardship Advisory Group, LLCClermont | $200–$450/hr | Not published | Not published |
| Stewart Wealth Management, LLCNaples | $150/hr | $500–$2,000 | Not published |
| Stillpoint WealthDelray Beach | Not published | $5,000 | Not published |
| Stonebridge Financial Planning Group, LLCOrlando | $275/hr | $3,000 | $825/yr |
| Storms & Rowdon Financial Services, Inc.Ormond Beach | $200–$300/hr | Not published | Not published |
| Strivus Wealth Partners LLCJacksonville Beach | $400/hr | $2,000–$20,000 | Up to $2,500/mo |
| StrongholdMiami | $300–$600/hr | $25,000 | Not published |
| Structure Wealth Management, LLCTampa | $100/hr | Not published | Not published |
| Successful Portfolios LLCClearwater | $300/hr | Not published | Not published |
| Summit Financial AdvisorsBradentonNo AUM fee | $100–$300/hr | Not published | $1,000–$50,000/yr |
| Sundial Wealth LLCDelray Beach | $500/hr | Not published | Not published |
| Sunstate Wealth Management LLCCoral Gables | $350/hr | $1,500–$10,000 | Not published |
| Supporting Your Choices Inc.HavanaNo AUM fee | Not published | Not published | $3,000/yr |
| Symphony Financial TeamLake MaryNo AUM fee | $500/hr | $5,000–$85,000 | Not published |
| Synergy Investment Management LLCAltamonte Springs | Not published | $20,000 | Not published |
| Tak AdvisoryJuno Beach | $250/hr | $1,000–$10,000 | $10,000–$100,000/yr |
| Tao FinancialOrlando | Not published | $3,000 | Not published |
| Tapa Private Wealth Inc.Key West | $100/hr | Not published | Not published |
| Targeted Financial Services, LLCSeminole | $125–$200/hr | $500–$5,000 | Not published |
| Taylor & Williams, Inc.Lutz | $100/hr | Not published | Not published |
| Ten Seven CapitalNaples | $275–$500/hr | Not published | $50,000/yr |
| The Atlas Financial GroupMiami | $350/hr | Not published | $1,000/yr |
| 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 |
| The Hatton Financial Group, LLCFreeportNo AUM fee | $125/hr | Not published | Not published |
| The Investment Advisory Office of Christopher Mikes, P.A.Bonita Springs | $395/hr | $395–$5,000 | $2,000–$5,000/yr |
| The Life Wealth GroupWinter Garden | $350/hr | Not published | Not published |
| The Retirement Planners, USA, LLCPensacola | $200/hr | $2,500 | Not published |
| The Tenret Company, LLCTampa | $385/hr | $3,500–$10,000 | Not published |
| Thistle Wealth Management, LLCMaitland | $300/hr | $5,000 | Not published |
| Thureos Asset Management LLCMiami | $200/hr | Not published | Not published |
| Tobias Financial AdvisorsPlantation | $100–$500/hr | $6,000 | $6,000/yr |
| Toro Financial AdvisorsWinter Park | $350/hr | Not published | Not published |
| Total Financial Planning, LLCOrlando | $275/hr | $600–$2,000 | Not published |
| Tower Wealth PlanningSpring Hill | $200/hr | $500–$8,500 | $8,500/yr |
| Trammell WealthWellington | $250/hr | $500 | $150–$250/mo |
| Treasure Coast Financial Planning, Inc.Vero Beach | Not published | Not published | $1,450/yr |
| Trigsted Wealth AdvisoryTampa | $300/hr | Not published | $400–$1,100/qtr |
| Trout Capital Management, LLCJupiter | Not published | $500–$3,000 | Not published |
| True Life Wealth Management, LLCTampa | $300–$500/hr | $1,500–$10,000 | Not published |
| True Path Financial LLCSarasota | Not published | $500–$5,000 | Not published |
| Truewater WealthPonte Vedra Beach | $200/hr | $7,500 | $350–$750/yr |
| Trustwell Financial Advisors, LLCJacksonville | $250/hr | $600–$10,000 | Not published |
| Truvestments Capital LLCSarasota | $500/hr | Not published | Not published |
| Turner Financial Group, Inc.Pace | $150–$350/hr | $297–$4,997 | Not published |
| Twenty-First Century Financial Advisors IncStuart | Not published | $1,500–$3,000 | Not published |
| Twinleaf Financial AdvisorsWinter Park | $450/hr | $100–$1,000 | $95–$395/mo |
| Unda Financial and Consulting LLCPalmetto Bay | $350/hr | Not published | Not published |
| Unified Wealth Management LLCOldsmar | $300/hr | $1,000 | Not published |
| Unify Financial AdvisorsClearwater | $200/hr | Not published | Not published |
| Union Grove Capital, LLCTampa | Not published | $3,000–$25,000 | $250/mo |
| Unique Wealth, LLCTampa | Not published | $2,500–$25,000 | Not published |
| Valoria Wealth Management LLCCooper City | $300/hr | $500 | Not published |
| Vardell Strategies LLCClearwater | $50–$250/hr | Not published | Not published |
| Velaris Wealth ManagementOrlando | Not published | Not published | $800/yr |
| Venture Wealth Solutions LLCWinter Park | Not published | $2,000–$30,000 | $2,000–$30,000/yr |
| Veridos Capital LLCTamarac | $250/hr | $4,000 | Not published |
| Vestwyze, LLCOrlando | Not published | $1,750–$3,000 | Not published |
| Vetoshko Wealth ManagementNorth PortNo AUM fee | $225/hr | $100–$3,000 | $3,000/yr |
| Victrix Investment AdvisorsStuart | $250/hr | Not published | Not published |
| Vidal Wealth ManagementMiamiNo AUM fee | Not published | $300–$1,000 | Not published |
| Vigil Wealth Management, LLCPonte Vedra Beach | $200/hr | $5,000 | Not published |
| Vitesse One Wealth LLCPensacola | $350–$500/hr | Not published | Not published |
| W Bradley Wealth Management LLCOviedoNo AUM fee | $600/hr | $1,000–$20,000 | $20,000/yr |
| W.h. Financial Services, Inc.StuartNo AUM fee | Not published | $2,000 | Not published |
| Walsh & Associates, LLCSarasota | Not published | $1,000–$10,000 | Not published |
| Walters Strategic Advisors, LLCSarasota | Not published | $2,000–$5,000 | Not published |
| Waterstone Financial Advisory LLCFort Myers | Not published | Not published | $300–$3,000/yr |
| Waypoint Strategic Wealth LLCWest Stuart | $400/hr | Not published | Not published |
| Wealth 73, LLCJacksonville | Not published | $4,200 | $350–$500/mo |
| Wealth Management Services Inc.Sarasota | $150–$250/hr | Not published | Not published |
| Wealth With Wisdom Advisors, Inc.Palm Beach Gardens | Not published | $250–$5,000 | Not published |
| Wealthadvisor365West Palm Beach | $600/hr | $6,750–$100,000 | $2,500–$25,000/qtr |
| Wealthera Financial PlanningOrlando | $250/hr | $2,000–$5,000 | Not published |
| Wellth Financial PlanningPalm Beach Gardens | $300/hr | $900 | $125–$500/mo |
| Wild Iris FinancialSt. Petersburg | Not published | $2,500–$10,000 | Not published |
| Williams Wealth Management Group, Inc.Bradenton | $250/hr | Not published | $1,000/yr |
| Winged Wealth Management and Financial PlanningNiceville | $350/hr | $1,500 | $14,000/yr |
| Wintrice Money Advisors, LLCWest Palm Beach | Not published | Not published | $750/qtr |
| Wisdom Financial PlanningTampa | $250–$500/hr | $500 | Not published |
| Wisdom Planning GroupOrlando | Not published | $1,000–$3,500 | Not published |
| Wise Financial Strategies, LLCLakeland | $300/hr | Not published | Not published |
| Wise Stewardship Financial Planning, LLCSarasota | $450/hr | $999–$25,000 | $59–$2,999/mo |
| Worthynest LLCPunta Gorda | Not published | $800 | $350/mo |
| Yandell Investments, LLCOrlando | $500/hr | Not published | Not published |
| Your Planning Partner LLCPalm Beach Gardens | $110–$500/hr | $1,000–$20,000 | Not published |
| Your-Financial-LifeguardBradenton | $350/hr | Not published | $1,000–$2,000/mo |
| Zeniki WealthTampa | Not published | $2,500–$5,000 | Not published |
| Zenith Advisory Group, LLCThe VillagesNo AUM fee | Not published | $500–$2,500 | $500–$25,000/yr |
| Zenith Wealth ManagementOrlando | $50/hr | Not published | Not published |
| Zinnia Wealth Advisory, LLCOcala | Not published | Not published | $20,000/yr |
| Zonka & Associates, Inc.Indialantic | $150/hr | $300–$50,000 | Not published |
| Zuraw FinancialDelray Beach | $200–$400/hr | $500 | Not published |
No firms match these filters.
Other registered firms that do not publish dollar fees (413)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 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
- Alphaq Advisors, Winter Park
- 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
- Aquasphere Am, LLC, Coral Gables
- Aria Corporation, Clermont
- Arkhe Wealth Management, Miami
- Asi Wealth Advisors LLC, Miami
- 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
- Blanken Management Corp, Freeport
- Blue Line Capital Advisors, Palm Beach Gardens
- BMR Global Wealth Management Group, Inc., Melbourne
- Boca Wealth Advisors, Boca Raton
- BRC Management LLC, Windermere
- Brickstone Advisors, Fort Lauderdale
- Broad Reach Wealth Management, LLC, Sarasota
- Buckley Financial Group, Daytona Beach
- Bull & Bear Capital Advisors, LLC, Jacksonville
- Burgos & Brein Wealth Management, Orlando
- Bush Capital Management, LLC, Sarasota
- Cambier Capital, LLC, Naples
- Cambria Wealth Management, Sarasota
- Camelot Wealth Management, LLC, Oldsmar
- Campbell & Associates, Winter Haven
- Campbell & Company Wealth Management, LLC, Spring Hill
- 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
- Charter Advisory Services, LLC, Daytona Beach
- 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 Harbor Wealth Management, Destin
- Clear Waters Financial Network LLC, Dunedin
- Clearwell Group, Tampa
- Common Cents Wealth Management, LLC, Pembroke Pines
- 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
- D2 Capital Management, Jacksonville
- D3 Advisors LLC, Fort Walton Beach
- Daniels D'amelio Investment Management Group, LLC, Jupiter
- Data Analytics Capital LLC, Miami
- Davis Capital Management, Jacksonville
- Delgado Private Wealth Management LLC, Naples
- Delta Advisory Group, Inc., Maitland
- 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
- Dougherty Investment Advisors, Spring Hill
- Downtown Wealth Studios, LLC, Miami
- DRT Financial Advisors, Deland
- 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
- Fdi Wealth Management, LLC, Miami
- Fellowship Financial Group, Maitland
- 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 Analytics, LLC, Melbourne
- 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
- Formation Wealth Management, Ponte Vedra Beach
- Forza Wealth Management, Sarasota
- Freedom Financial & Business Planning, LLC, Saint Petersburg
- Fresh Bread Investments, LLC, Weston
- 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
- Graham Wealth Management LLC, Panama City Beach
- Grayton Beach Capital, LLC, Miami
- 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
- Hearon Advisory Group, LLC, Bradenton
- Heron Equity Management, LLC, Indialantic
- Highrise Wealth Management, Miami
- Hivest Financial LLC, Tampa
- Holden Family Office, LLC, North Palm Beach
- Holland Advisory Services, Inc., Ormond Beach
- Holly Donaldson Financial Planning, LLC, Gainesville
- Hoxton Wealth, Orlando
- Ideas in Finance, Boca Raton
- Ignite Financial LLC, Ponte Vedra Beach
- Impact Advising, Miami
- 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
- Jackson Wealth Management, LLC, Lake Mary
- Jaffe Tilchin Investment Partners, LLC, Tampa
- JB Meridian Advisors, LLC, Clermont
- Jean Pierre Masse, Venice
- Jefferson Financial Planning LLC, St Petersburg
- Jeffrey R. Jacobs, CPA, Miami
- 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
- Kaufman Rossin Wealth, LLC, Miami
- Kevin Investments, Tampa
- Keyes, Stange & Wooten Wealth Management, LLC, Daytona Beach
- Kinetic Financial, Pensacola
- Klein Wealth Management, LLC, Saint Johns
- Knight Family Wealth, Naples
- Koss-Olinger Consulting, LLC., Gainesville
- Lake Life Wealth Advisory Group, Siesta Key
- Lakeshore Advisors, Winter Park
- 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
- Lifecare Funding Solutions, LLC, Ocala
- Longman Wealthcare Management, LLC, Miami
- Longview, Inc., Longwood
- LRZ Capital LLC, Miami
- Luma Capital, Naples
- LVR Research, LLC, Delray Beach
- Mac Investment Management, Saint Petersburg
- Maclendon Wealth Management, LLC, Delray Beach
- Magna Vis Capital, Gainesville
- Mainland Financial, Sarasota
- 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
- Mckee Investment Planning, Inc., Clermont
- Mead Wealth Management LLC, Vero Beach
- Meddent Solutions, Santa Rosa Beach
- Meridian 38 Advisors, Weston
- Merrell Brothers, LLC, Jacksonville
- Methodica Investment Management LLC, Aventura
- Mg&a Wealth, Plantation
- Moneypacer, Tampa
- Monterra Advisors, LLC, Orlando
- Moorgate Capital Management, Dunedin
- Mouly Financial Management, Inc., Davie
- Mozella Asset Management, St. Petersburg
- 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
- Oak Brook Advisors, LLC, Lakewood Ranch
- Ocala Capital, LLC, Ocala
- Octogone NA, Miami
- Olivar & Greb Capital Management, LLC, Maitland
- 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 Capital Management, Stuart
- Peak Wealth Group LLC, St. Augustine
- Pelican Financial Planning and Wealth, PLLC, Jupiter
- Pelorus Financial, LLC, Trinity
- Pento Portfolio Strategies, LLC, Naples
- Personalized Financial Solutions LLC, Clearwater
- Pinelight Financial PLLC, Estero
- 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
- Prometheus Capital Management LLC, Orlando
- 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
- Rariden Investment Advisors, LLC, Oviedo
- 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
- Retirement Wealth Advisors, LLC, Cape Coral
- Retiresharp Wealth Management, LLC, Tampa
- Retirevest Financial, LLC, Tampa
- Revision Wealth Management LLC, Gainesville
- Rezny Wealth Management, Inc., Fort Myers
- RFM Investment Advisor, Boca Raton
- Riddick & Co Entrepreneurial Finance, LLC, Palm City
- Robertson Advisory, Inc., Deland
- Robinson Global Investment Management LLC, Hollywood
- Rogan & Associates, Safety Harbor
- Ronald Gelok & Associates, LLC, Naples
- Roschman Capital Advisors, LLC, Fort Lauderdale
- Rose Capital Advisors, LLC, Miami Beach
- Royal Palm Investment Advisors, Inc, Longwood
- 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
- Shonan Gold Financial LLC, Tallahassee
- Sick Advisory Services, Boca Raton
- Sickle Hunter Financial Advisors, Tampa
- Sierra Capital LLC, Miami
- Siler Wealth Management, Longwood
- Silva Fiduciary Advisors, Daytona Beach
- Simplepath Wealth Management, LLC, Palm Harbor
- Skyview Financial Group, LLC, Ponte Vedra Beach
- Smaart LLC, Hialeah
- Smith Financial LLC, Ocala
- Southern Magnolia Investment Management LLC, Port Saint Lucie
- 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
- Stillblue Financial Partners, LLC, Jacksonville
- 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 Grove, Realty and Services, Corp, Land O'lakes
- The High Net Worth Advisory Group, LLC, Naples
- The Jaffee Financial Group, Inc., Cooper City
- 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
- Utopia Wealth Management, LLC, Coconut Creek
- Valoir Wealth LLC, Miami
- Value Financial Advisers, Inc., Orlando
- Van Rensselaer Management LLC, Sewall's Point
- Varney Wealth Management, Tampa
- Veltria Advisors Corp., Miami
- Venturemfo LLC, Boca Raton
- Vero Strategic Yield, LLC, Vero Beach
- Vim Wealth Management, LLC, Coral Gables
- 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 Compounders LLC, Wesley Chapel
- Wealth Group, Inc., Delray Beach
- Wealth Pro Advisors, Inc., Sarasota
- Wealthgen Advisors, LLC, Sarasota
- Wealthtrust Asset Management, LLC, Destin
- Wiggin Financial Services, Fort Lauderdale
- Winning Points Advisors, L.L.C., Boca Raton
- Wolfson Private Wealth, LLC, Ft. Lauderdale
- Woman To Woman Financial, Jacksonville
- Wyand Wealth LLC, Saint Petersburg
- Your Choice Financial LLC, St. Cloud
- Zega Investments, LLC, Palm Beach Gardens
Cities in Florida
- Altamonte Springs 4
- Aventura 6
- Boca Raton 14
- Bonita Springs 7
- Bradenton 8
- Clearwater 7
- Clermont 3
- Coral Gables 11
- Coral Springs 5
- Delray Beach 7
- Fleming Island 4
- Fort Lauderdale 7
- Fort Myers 8
- Hollywood 3
- Jacksonville 23
- Jupiter 9
- Lake Mary 8
- Lakeland 3
- Lakewood Ranch 4
- Lutz 4
- Maitland 5
- Melbourne 3
- Miami 22
- Naples 13
- Ocala 4
- Orlando 32
- Oviedo 3
- Palm Beach Gardens 12
- Palm Harbor 3
- Parkland 4
- Pensacola 9
- Plantation 4
- Ponte Vedra 5
- Ponte Vedra Beach 5
- Rockledge 3
- Saint Petersburg 3
- Sarasota 26
- Satellite Beach 4
- St. Augustine 4
- St. Petersburg 16
- Stuart 7
- Sunrise 3
- Tallahassee 5
- Tampa 31
- The Villages 3
- Vero Beach 4
- Wesley Chapel 3
- West Palm Beach 15
- Winter Garden 3
- Winter Park 14