Fee only financial advisors in Florida who charge hourly or a flat fee
Jump to the 304 firms with published feesFee mediansOut-of-state firms (835)
483 fee only firms in Florida offer financial planning for an hourly, flat or subscription fee. 304 of the 483 fee only firms in Florida publish dollar prices for financial planning in their brochures, and the table below quotes each price.
Among firms in Florida with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $300 (middle half $250-$350, 189 firms) and the median flat or project fee is $4,200 (middle half $2,500-$7,800, 161 firms). Updated November 2026.
Cities in Florida
The 12 cities with the most planners that publish prices.
- Tampa 20 with prices
- Miami 16 with prices
- Orlando 15 with prices
- Sarasota 13 with prices
- St. Petersburg 12 with prices
- Jacksonville 10 with prices
- Naples 10 with prices
- Jupiter 8 with prices
- Palm Beach Gardens 8 with prices
- West Palm Beach 7 with prices
- Winter Park 7 with prices
- Aventura 6 with prices
All 32 cities in Florida, A to Z
- Aventura 6 with prices
- Boca Raton 5 with prices
- Bonita Springs 3 with prices
- Bradenton 5 with prices
- Clearwater 3 with prices
- Coral Gables 6 with prices
- Delray Beach 6 with prices
- Fort Lauderdale 6 with prices
- Hollywood 4 with prices
- Jacksonville 10 with prices
- Jupiter 8 with prices
- Lakeland 3 with prices
- Maitland 3 with prices
- Miami 16 with prices
- Naples 10 with prices
- Niceville 3 with prices
- Orlando 15 with prices
- Palm Beach Gardens 8 with prices
- Palm Harbor 3 with prices
- Pensacola 6 with prices
- Plantation 3 with prices
- Ponte Vedra Beach 4 with prices
- Sarasota 13 with prices
- Satellite Beach 4 with prices
- Spring Hill 3 with prices
- St. Augustine 4 with prices
- St. Petersburg 12 with prices
- Stuart 3 with prices
- Tampa 20 with prices
- Wesley Chapel 3 with prices
- West Palm Beach 7 with prices
- Winter Park 7 with prices
Fee only advisors in Florida and their published fees
304 firms with published feesPlus 179 that don't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
Florida medians: $300/hr, $4,200 flat, $508/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Tower Wealth PlanningSpring HillClaimed by the firm | $200/hr below the Florida median | $500- | $83- |
| 365Sundays Wealth LLCLake MaryCFP® | Not published | $5,000- | % of assets |
| Acertado InvestmentsFort Lauderdale | Not published | $3,000- | $100- |
| Advise FinancialBoca RatonVirtual meetings | $300- | Not published | $399/mo below the Florida median for monthly fees$399/mo below the Florida median for monthly fees |
| AFT Financial PlanningTampaVirtual meetings | $300/hr near the Florida median | $1,500- | % of assets |
| Albert Capital Management LLCPalm CoastNo AUM fee2024 brochure | $75/hr | Not published | Not published |
| Allegiance Wealth Management, Inc.Orlando | $300/hr near the Florida median | Not published | % of assets |
| AlphaQ AdvisorsWinter Park | $250- | Not published | % of assets |
| American Family Legacy GroupTampa | $300/hr near the Florida median | Not published | % of assets |
| Amplify My WealthBoca RatonNo AUM feeVirtual meetings | $250/hr below the Florida median | $200- | $100- |
| Andrew Hill Investment Advisors, Inc.Naples | $250/hr below the Florida median | $2,000- | % of assets |
| Andromeda Wealth LLCMiami | $250/hr below the Florida median | $500- | % of assets |
| Apis Wealth, LLCSorrentoCFP® | $300/hr near the Florida median | Not published | % of assets |
| Arkhe Wealth ManagementMiami | $150/hr below the Florida median | $300- | $125/mo below the Florida median for monthly fees$375/qtr ($125/mo) below the Florida median for monthly fees |
| Ashcraft Wealth Advisors LLCAuburndale | Up to $200/hr | $200- | % of assets |
| Atlas Capital Advisory LLCDelray Beach2023 brochure | $150/hr | $250- | $100- |
| Attainable WealthJacksonville | $300/hr near the Florida median | $3,600- | No monthly fee$2,500/yr |
| Aureum Wealth Management, LLCNorth Palm Beach | $100- | From $1,500 | % of assets |
| Avenues Wealth, LLCWinter ParkCFP® | Up to $250/hr | Up to $5,000 | % of assets |
| Avid PlanningSt. PetersburgCFP® | $286- | Not published | % of assets |
| Azzendo Wealth AdvisorsHollywoodCFP® | $750/hr above the Florida median | $7,500- | % of assets |
| Basile Financial Group, Inc.Palm HarborCFP® | $150/hr below the Florida median | $2,500- | % of assets |
| Batman Wealth Management, LLCLake Mary | $250/hr below the Florida median | $750 below the Florida median | % of assets |
| BayView Financial PlanningLutzVirtual meetingsCFP® | $375/hr above the Florida median | $1,500- | $250- |
| Benzina Wealth, LLCSarasotaNo AUM feeCFP® | Not published | Not published | No monthly fee$6,000- |
| Best Financial LifeMelbourne BeachVirtual meetingsCFP® | Not published | $2,000- | $500- |
| Bill Losey Retirement Solutions, LLCThe VillagesCFP® | $250- | $500- | % of assets |
| Black Creek Wealth Management, LLCFleming Island | Up to $300/hr | $2,000 below the Florida median | % of assets |
| Blacktower Financial Management (US) LLCOrlando | Not published | Up to $5,000 | % of assets |
| Blade FinancialTampa | $275/hr near the Florida median | $1,000- | $200/mo below the Florida median for monthly fees$200/mo$1,000- |
| Bloom InvestmentWinter Park | $250/hr below the Florida median | $2,400- | $200- |
| Blue Marlin Advisors, LLCWest Palm Beach | Not published | Not published | $200- |
| Blue Ocean CapitalWest Palm BeachCFP® | $100- | Not published | % of assets |
| Boca Retirement Strategies Inc.Jupiter | $250- | Not published | % of assets |
| BrightPath Financial, Inc.Deerfield BeachVirtual meetings | $375/hr above the Florida median | Not published | % of assets |
| Brightwater Advisory, LLCTampa | $200- | $400- | % of assets |
| Build Financial Advisors, LLCAventuraCFP® | $185- | $300- | No monthly fee$2,800- |
| Caliber Wealth AdvisoryTampa | Not published | Not published | $100- |
| Camarda Wealth Advisory GroupFleming Island | $150- | $500- | % of assets |
| Campbell Financial Partners, LLCFort Myers | $300/hr near the Florida median | $3,000- | % of assets |
| Campos FinancialMiamiVirtual meetingsCFP® | $200/hr below the Florida median | $200- | % of assets |
| Candor Strategic Partners LLCFort LauderdaleVirtual meetings | $350/hr above the Florida median | $3,000 below the Florida median | $167/mo below the Florida median for monthly fees$500/qtr ($167/mo) below the Florida median for monthly fees |
| Capital Wise AdvisoryWesley Chapel | $250- | $1,000- | % of assets |
| Capstone Wealth Management Corp.Lakeland | Not published | $1,000- | % of assets |
| Cardone Wealth AdvisorsAventuraNo AUM feeVirtual meetings | $500/hr above the Florida median | $4,800 above the Florida median | No monthly fee$4,800/yr |
| Cassandra Smalley Wealth ManagementSeminoleVirtual meetingsCFP® | $375/hr above the Florida median | From $4,000 | No monthly fee$6,000/yr |
| Cast Member Financial LLCOcoeeVirtual meetingsCFP® | $250/hr below the Florida median | Not published | No monthly fee$2,400- |
| Castle Wealth ManagementBoynton BeachCFP® | $100- | From $2,500 | % of assets |
| Cayside PartnersJupiter | Not published | $5,000- | % of assets |
| CEG Wealth Partners, LLCWellingtonVirtual meetings | $350/hr above the Florida median | Not published | % of assets |
254 more firms with published fees
- Cela Wealth Management · Miami · $2,500-$12,000 flat
- Charles Kasner Registered Investment Advisor LLC · Apopka · $200/hr
- Chipser Wealth Management, LLC · Destin · $100-$250/hr · $500-$5,000 flat
- Cibao Wealth Management · Miami Lakes · $300/hr · Up to $50,000 flat · $4,200-$12,000/yr
- Cima Sports & Wealth Management Inc · Lutz · $1,850 flat
- Clarity Financial Design · Sarasota · $2,500-$10,000 flat · $450-$1,500/qtr
- Clark Financial Planning Services LLC · Parkland · $200-$300/hr · $3,000-$40,000/yr
- Clear Waters Financial Network LLC · Dunedin · $300/hr · $2,500 flat
- Clout Capital · Miami · $50,000 flat
- CMA Advisors, Inc. · Bradenton · $400/hr · From $5,000 flat
- Cogent Private Wealth · Orlando · $450/hr · $4,000/yr
- Compass Financial Group, Inc. · Deerfield Beach · $300/hr · From $2,500 flat
- Contemporary Financial Planning · Jacksonville · Up to $350/hr · $1,000-$25,000 flat · $1,250-$6,000/qtr
- Covenant Capital Advisors, LLC · Davenport · $100/hr
- CPA Group Investment Management, LLC · Panama City · Up to $250/hr · Up to $10,000 flat
- CPA Synced Financial · Tampa · $1,000-$20,000/yr
- Create Wealth Financial Planning LLC · Jacksonville · $500-$10,000 flat · $2,500-$20,000/yr
- Crewson Financial · Ponte Vedra · $250/hr · $4,900 flat · $250-$600/mo
- Crocker Capital, LLC · Cooper City · $500-$3,000 flat
- CS Advisors Inc. · Boca Raton · $275-$500/hr
- Cumulare Asset Management, LLC · Hollywood · $395/hr
- Dakota Wealth, LLC · Palm Beach Gardens · $5,000-$25,000 flat
- Data Analytics Capital LLC · Miami · $500 flat
- Davis Private Wealth, LLC · Royal Palm Beach · $100-$400/hr · $2,500-$10,000 flat · $200-$2,000/mo
- Diablo Investment Advisors, LLC · Ponte Vedra · $300/hr
- Digital Asset Investment Management · Palm Beach Gardens · $150-$1,000/hr · Up to $5,000 flat
- Dignum ET Justum · St. Augustine · $400/hr · $1,200-$5,000 flat
- DJP Wealth Management, LLC · Tampa · Up to $20,000 flat
- DNA Wealth Management LLC · Pensacola · $150/hr · $400-$2,000 flat
- Dobson Street LLC · Winter Park · $250-$400/hr
- Dougherty Financial Planning, LLC · Tallahassee · $125/hr
- Dougherty Investment Advisors · Spring Hill · Up to $300/hr
- Dtcarson Asset Management · Tampa · $175/hr · $1,500-$3,500 flat
- Elderkin Wealth Management LLC · Fort Lauderdale · $250/hr
- Empire Financial Group, LLC · Orlando · $150/hr · $750-$2,500 flat
- Entelevest, LLC · Coral Gables · $250-$450/hr · $5,000-$20,000 flat
- Envision Wealth Planners · Maitland · $2,500-$18,000 flat · $200-$1,500/mo
- Eppes Wealth Management · Satellite Beach · $300/hr · $1,800-$10,000 flat
- Ethos Private Wealth · Coral Gables · $100-$400/hr
- Facet · West Palm Beach · $2,600-$10,000/yr
- Family and Money Matters · Coral Gables · $350/hr · From $2,500 flat · $7,500/qtr
- Family First Financial Planning · Stuart · $350/hr
- FDI Wealth Management, LLC · Miami · $250-$350/hr
- Fee-Only Financial Advisors, LLC · Beverly Hills · $200/hr · $2,000-$5,000 flat
- Fiduciary Consulting Group, Inc. · Venice · $400/hr
- Financial Journey LLC · Pensacola · $200/hr · $300-$2,500 flat
- Financial Optimist LLC · St. Petersburg · $150-$275/hr · $450-$2,350 flat
- Financial Pathway LLC · Wesley Chapel · $250 flat
- Financial Planning By Design · Indian Harbour Beach · $250/hr · $2,500-$30,000 flat · $250-$1,667/mo
- Financial Planning Office of Stephen Overstreet, P.A. · Winter Park · $150/hr
- Financial Prescriptions, LLC · Atlantic Beach · $220/hr · $4,900/yr
- Firestone Capital Management Inc · South Miami · $350/hr · $1,000-$5,000 flat
- Florida Financial Planning LLC · Winter Garden · $3,000-$4,500 flat · $6,000/yr
- Foresight Financial Advisory · Jupiter · $1,000-$5,000 flat · 2024 brochure
- Fortress Wealth Planning · Jacksonville Beach · From $7,500 flat
- Fortuna Investors LLC · Jupiter · $400/hr · $5,000 flat
- Forza Wealth Management · Sarasota · $250/hr · From $2,500 flat
- Freedom Financial Management, Inc · St. Cloud · $75-$500/hr · $500-$20,000/yr
- Future Path Financial Planning · Niceville · $1,000-$25,000 flat · $400-$2,500/mo
- Gap Financial Counseling Corp. · Naples · $240-$480/hr
- Gateway Capital Management · Parkland · $500-$10,000 flat
- GBS Group · Miramar · $2,000-$7,500 flat
- Gen2 Advisors, LLC · Maitland · $10,000-$25,000 flat
- Genesis Wealth Management, Inc. · Coral Gables · $250-$500/hr · $1,000-$10,000 flat
- Genesis Wealth Planning, LLC · Bonita Springs · $200/hr · Up to $10,000 flat · $300-$3,000/qtr
- Germana Capital LLC · Miami · $250/hr · From $1,000 flat
- Giessel Wealth Advisors · Jupiter · $2,000-$8,000 flat · $150-$750/mo
- Global Financial Private Client · Sarasota · $350-$575/hr · $5,000-$25,000 flat
- Global Vision Financial Services · Sarasota · $150/hr
- Glow Financial Planning LLC · Spring Hill · $4,000-$10,000/qtr
- Goar, Endriss & Walker, P.A. · Sarasota · $130-$284/hr · From $6,000/yr
- Grand Central Investment Group, LLC · Tampa · Up to $450/hr
- Gray Colt Financial Planning LLC · St. Petersburg · $200/hr
- Greater Financial · Sarasota · $1,500-$3,000 flat · $350-$2,000/mo
- Green Musa Capital, LLC · Fort Lauderdale · $200-$1,000/hr
- Grow Planning, LLC · Highland Beach · $150-$400/hr · $1,500-$4,900 flat
- Guardsman Private Capital Management, Inc. · Sarasota · $25,000/yr
- HCP Wealth Planning, LLC · Jacksonville · $2,400-$3,500 flat
- Heartwood Financial Services · Sanford · $200/hr
- Hivest Financial LLC · Tampa · Up to $250/hr
- Houten Haley Financial LLC · St. Petersburg · Up to $250/hr · $750-$5,000 flat
- Hunt Wealth · Tampa · $3,000 flat · $200/mo
- Hurley Wealth Management Group, Inc · Oakland · $375/hr · $500-$7,500 flat
- Hygge Advisors, LLC · St. Petersburg · $100-$50,000 flat
- Ideas in Finance · Boca Raton · Up to $500/hr
- Insight Wealth Management LLC · Plantation · $300-$500/hr · $2,000-$5,000/yr
- InsuraWealth, LLC · Tampa · $250/hr · $50/mo
- Integrity Financial Strategies · Palmetto · $250/hr
- Intrepid Wealth Partners, LLC · Melbourne Beach · $8,000 flat
- Investing Forever Advisory · Port St. Lucie · $600-$15,000 flat
- Irving Street LLC · Pensacola · $250/hr
- Isgam Us LLC · West Palm Beach · $500/hr
- Jake Carris Financial Planning · Orlando · $300/hr · $1,000-$5,000 flat
- JC Venture Capital Investments LLC · St. Petersburg · $200-$500/hr · $1,500-$10,000 flat
- JFK Advisory Services, LLC · The Villages · $250/hr · $2,500 flat · 2019 brochure
- John T. McCarthy, LLC · Longboat Key · $3,000-$25,000/yr
- Juth Investment Advisory · Naples · $2,000 flat
- Kalorama Wealth Strategies, LLC · Oakland Park · $250-$450/hr · $1,500-$10,000 flat
- Kaul Financial Solutions · Satellite Beach · $250/hr
- Kienzle Wealth Consulting LLC · Nokomis · $500/hr
- Kinetic Financial · Pensacola · Up to $35,000/yr · 2025 brochure
- KitchenSink Financial Planning, LLC · Pensacola · $450/hr · $250-$2,100/mo
- Krehbiel Financial LLC · Satellite Beach · $300 flat
- Kris Lewicki & Associates, LLC · Coral Springs · $250/hr
- Laughna Financial Planning LLC · Satellite Beach · $350/hr · From $2,500 flat · 2025 brochure
- LDN Wealth, LLC · Orlando · $350/hr · $1,000-$18,000 flat
- Ledgerplus Financial Services LLC · Davie · $75-$150/hr
- Legacy Wealth Planning Group · Tampa · $250/hr
- Level Up Wealth Management · Tampa · $300/hr
- Libra Investment Advisors Inc · Miami · $150-$350/hr
- Life After Grief Financial Planning · Orlando · $250-$1,000/hr · $1,500-$15,000 flat · $150-$1,250/mo
- Life Planning Partners, Inc. · Jacksonville · $200/hr
- Lighthouse Financial · St. Petersburg · $120/hr
- Livingston Financial Planning, Inc. · Santa Rosa Beach · $325/hr · $1,500-$9,950/qtr
- Local Wealth Advisors · Naples · $1,600-$10,000 flat · $3,000-$15,000/qtr · Up to $40,000/yr
- Lodestar Advisory Group, LLC · Naples · Up to $450/hr · $3,000-$6,000 flat
- Luminary Financial Advisors, LLC · Cocoa Beach · $400-$20,000 flat
- Luminous Wealth, LLC · Jupiter · $350/hr · $2,500-$9,500 flat
- LVR Research, LLC · Delray Beach · $200/hr
- LVS Advisory LLC · Orlando · $100-$600/hr · $2,000-$20,000 flat
- Macke Financial Advisory Group · Fort Myers · $100/mo
- Madden Advisory Services, Inc. · Jacksonville · $200/hr
- Made Financial Design · Land O Lakes · $300/hr · $1,500-$5,000 flat · $3,000-$12,000/yr
- Mainland Financial · Sarasota · $650/hr
- Mainstay Capital · Lakeland · $200/hr · $200/mo
- MAR Wealth Management Services, LLC · West Palm Beach · $250/hr · $1,000-$10,000 flat
- MarketStrats, LLC · Cape Coral · $250/hr · $1,000-$6,000 flat
- Mash Financial Planning · Jacksonville · $250-$2,000 flat · Up to $15,000/yr
- Meira Wealth · Coral Gables · From $2,000 flat
- Meridian 38 Advisors · Weston · $200/hr · $2,000-$5,000 flat
- Methodica Investment Management LLC · Aventura · $300-$500/hr · $1,000-$4,000 flat
- MMBG Investment Advisors Co. · Miami · $1,000-$20,000 flat
- Moisand Fitzgerald Tamayo, LLC · Orlando · $500/hr · $2,500-$25,000 flat
- Montello Wealth Management, Inc. · Palm Beach Gardens · $150/hr
- Moore Financial Management, Inc. · Bradenton · $2,500-$7,000 flat
- Moran Wealth Management, LLC · Naples · $100/hr
- Moreno Capital · West Palm Beach · Up to $25,000 flat
- Mutual Trust Advisory Group · Estero · Up to $350/hr · $25,000-$350,000 flat
- Neptune Wealth · Naples · $300-$3,000 flat
- Nested Financial & Tax Planning · Palm Harbor · $400/hr · $3,000-$30,000 flat
- New Era Advisory · Orlando · $500-$5,000 flat · $100-$1,500/mo
- New Perspective Wealth Management · St. Petersburg · $200/hr · $1,000-$2,500 flat
- Nosaro Capital LLC · Miami · $350/hr
- O'Grady Financial LLC · Tampa · $750-$3,000 flat · $200-$600/mo
- Oakensense · Clermont · $3,500 flat
- Ocean Breeze Wealth LLC · Winter Garden · $250-$500/hr · $1,500 flat · $250/mo
- Off the Bay Wealth LLC · Tampa · Up to $400/hr · $1,000-$15,000 flat
- Omnia Family Wealth, LLC · Aventura · $10,000-$100,000 flat
- Omnicap Wealth Partners LLC · Miami · $250/hr · $1,500-$15,000/yr
- Optimist Capital · Palm Beach Gardens · $250-$400/hr
- OwenWise Financial LLC · Orlando · $195/hr · $1,000-$5,000 flat
- Palm Valley Wealth Management LLC · St. Augustine · $100-$1,000/mo
- Parable Wealth Advisors · St. Augustine · $2,500 flat
- Paradox Financial LLC · Montverde · $350/hr · $2,500-$10,000 flat · $250-$1,000/mo
- Parker Financial Planning, LLC. · Bradenton · $1,500-$3,000 flat
- Parrish Capital Advisors LLC · Coral Gables · $250/hr
- Patina Financial Partners, LLC · Clearwater · $4,000-$6,000 flat
- Pelican Financial Planning and Wealth, PLLC · Jupiter · Up to $10,000 flat
- Persico Asset Management · Naples · $325/hr · $1,000-$5,000 flat
- Personal Asset Management · St. Petersburg · $280/hr
- Personal Wealth Planning, LLC · Hollywood · Up to $12,000 flat
- Pink Streets Financial Planning, LLC · St. Petersburg · $250/hr · $1,500-$10,000 flat · $83-$750/mo · $1,000-$9,000/yr
- Primaris Wealth Management · Tallahassee · $500-$25,000 flat
- Privileged Planning Inc. · Green Cove Springs · $300/hr · $2,000-$5,000 flat · $216-$332/mo
- Prosperity Financial Planning LLC · Celebration · $1,500/qtr
- Prudent Financial Planning · Naples · $500/hr · $2,500-$5,000 flat
- Pullen Investment Management · Bradenton · Up to $5,000 flat
- Ransome Asset Management · Wesley Chapel · Up to $500/hr
- Raymond Capital Advisors, LLC · Sarasota · $250/hr
- RC Private Wealth, LLC · Miami · $500/hr · From $3,500 flat
- Reality Financial Planning Services, LLC · Sarasota · $175-$250/hr · $75-$150/qtr
- Red Reef Advisors LLC · Boca Raton · $150-$500/hr · $1,500-$50,000 flat · $1,500-$50,000/yr
- Resnick Wealth Alliance, LLC · Palm Beach Gardens · $3,500 flat
- Rinaldi Wealth Management, Inc. · Bonita Springs · $450-$5,000 flat
- River City Wealth Management · Jacksonville · $250-$500/hr · $500-$10,000 flat
- RMP Financial, Inc. · Weston · $250/hr
- Roath Capital Advisory · Delray Beach · $250/hr · $1,250/qtr
- Robinson Global Investment Management LLC · Hollywood · Up to $300/hr
- Royal Palm Investment Advisors, Inc · Longwood · Up to $150/hr
- S2 Capital Management · Highland Beach · $500-$2,000 flat
- Sagace Wealth Management · St. Petersburg · $250/hr · $500-$1,000 flat
- Sapphire Wealth Consulting, Inc. · Ponte Vedra Beach · $5,000 flat
- Semper Wealth Management LLC · Oviedo · $500-$2,500 flat
- Sentinel Wealth Inc · Bonita Springs · $599/mo
- Servatus Capital · Naples · $3,000-$15,000 flat
- Sirius Capital Advisors LLC · Fort Lauderdale · $100-$500/hr · $500-$10,000 flat
- Skyview Financial Group, LLC · Ponte Vedra Beach · $100-$1,000 flat
- Southernmost Advisors LLC · Key West · From $599/mo
- Southshore Financial Planning · Tampa · $300/hr · $300-$10,000 flat · $230-$800/mo
- Sovereign Wealth Office LLC · St. Augustine · $500-$5,000 flat · $100-$1,000/mo
- Spark Wealth Advisors · Jacksonville · $500-$5,000 flat · $300-$1,000/mo
- Sparrow Wealth Management · Orlando · $350/hr · $250-$350/mo
- Spectra Investment Management, LLC · Stuart · $500/hr
- Spraker West Wealth Management, Inc · Winter Park · $300/hr · $1,200-$2,500 flat
- Spyrnal Financial Group · Bokeelia · $250/hr · $750-$3,000 flat
- Stadium Financial LLC · Orlando · $300/hr · $1,000-$50,000 flat · $250-$12,500/qtr
- Stanford Wealth Planning LLC · Ponte Vedra Beach · $250/hr · $250-$20,000 flat · $2,700-$20,000/yr
- Steadfast Financial Services · Altamonte Springs · $75-$150/hr
- Sterling Wealth Advisors, Inc. · Plantation · $350/hr · $5,000-$40,000 flat · From $8,000/yr
- Steven Spalding · Palm Beach Gardens · From $150/hr · $2,000-$20,000 flat
- Stillpoint Wealth · Delray Beach · $2,500-$25,000 flat · $1,875-$3,750/qtr
- Strivus Wealth Partners LLC · Jacksonville Beach · $400/hr · $2,000-$20,000 flat · Up to $2,500/mo
- Successful Portfolios LLC · Clearwater · $300/hr
- Sundial Wealth LLC · Delray Beach · $500/hr
- Supporting Your Choices Inc. · Havana · From $3,000/yr
- Tailwind Financial Planning LLC · Madeira Beach · $300/hr · $1,000-$4,000 flat
- Tak Advisory · Juno Beach · $250/hr · $1,000-$10,000 flat · $3,500/qtr · $10,000-$100,000/yr
- Tapa Private Wealth Inc. · Key West · $100/hr
- Teradime Financial LLC · Aventura · Up to $300/hr · $900-$3,000 flat
- The Atlas Financial Group · Miami · $350/hr · From $250/qtr
- The Financial Pharmacist, Inc. · Aventura · $100/hr · $750 flat · 2023 brochure
- The Hatton Financial Group, LLC · Freeport · $125/hr · 2025 brochure
- The Money Guys · New Port Richey · $100-$3,000/qtr
- The Tenret Company, LLC · Tampa · $385/hr · $3,500-$10,000 flat
- Thistle Wealth Management, LLC · Maitland · $300/hr · $500-$5,000 flat · $500-$1,500/qtr
- Three Oaks Partners Investment Counsel LLC · Clearwater · $250/hr · $3,600 flat
- Thureos Asset Management LLC · Miami · $200/hr
- TLP Financial Services, Inc. · Estero · $750-$40,000/yr
- Tobias Financial Advisors · Plantation · $100-$500/hr · From $6,000 flat · From $6,000/yr
- Together Planning · Gainesville · $300/hr
- Toring Financial Advisors, Inc. · Palm Harbor · $2,000-$5,000/yr
- Total Financial Planning, LLC · Orlando · $275/hr · $600-$2,000 flat
- Trammell Wealth · Wellington · $250/hr · $200-$800 flat · $150-$250/mo · $600-$750/qtr
- Treasure Coast Financial Planning, Inc. · Vero Beach · $250/hr
- Trigsted Wealth Advisory · Tampa · $300/hr · $400-$1,100/qtr
- Trout Capital Management, LLC · Jupiter · $500-$3,000 flat
- Truewater Wealth · Ponte Vedra Beach · $200/hr · Up to $7,500 flat · $350-$750/yr
- Twenty-First Century Financial Advisors Inc · Stuart · $1,500-$3,000 flat
- Unda Financial and Consulting LLC · Palmetto Bay · $350/hr
- Unified Wealth Management LLC · Oldsmar · Up to $300/hr · From $1,000 flat
- Valoria Wealth Management LLC · Cooper City · $300/hr
- Vector Check Financial Planning · Niceville · $250/hr · $2,000-$10,000 flat
- Venture Wealth Solutions LLC · Winter Park · $2,000-$30,000 flat · $2,000-$30,000/yr
- Vested Wealth · Hallandale Beach · $12,000-$25,000/yr
- Vetoshko Wealth Management · North Port · $225/hr · $100-$3,000 flat · From $3,000/yr
- Vidal Wealth Management · Miami · $300-$1,000 flat
- Vitesse One Wealth LLC · Pensacola · $350-$500/hr
- W Bradley Wealth Management LLC · Oviedo · $600/hr · $1,000-$20,000 flat
- Walters Strategic Advisors, LLC · Sarasota · $2,000-$5,000 flat
- Waypoints Financial · Sebring · Up to $300/hr · Up to $10,000 flat
- Wealth 73, LLC · Jacksonville · $4,200 flat · $350-$500/mo
- Wealthadvisor365 · West Palm Beach · $600/hr · $6,750-$100,000 flat
- WealthEra Financial Planning · Orlando · $250/hr · $2,000-$5,000 flat · $500-$2,000/mo
- Wellth Financial Planning · Palm Beach Gardens · $300/hr · $900 flat · $125-$500/mo
- Wiggin Financial Services · Fort Lauderdale · $150/hr
- Wild Iris Financial · St. Petersburg · $250-$500/hr · $2,500-$10,000 flat
- Winged Wealth Management and Financial Planning · Niceville · $350/hr · $5,000-$17,000 flat · Up to $14,000/yr
- Wise Financial Strategies, LLC · Lakeland · $300/hr
- Wise Stewardship Financial Planning, LLC · Sarasota · $450/hr · $999-$25,000 flat · $59-$2,999/mo
- WorthyNest LLC · Punta Gorda · $800 flat · $350/mo
- Your Planning Partner LLC · Palm Beach Gardens · $110-$500/hr · $1,000-$20,000 flat
- Your-Financial-Lifeguard · Bradenton · $350/hr · $1,000-$2,000/mo
- Zeniki Wealth · Tampa · $2,500-$5,000/yr
- Zuraw Financial · Delray Beach · $200-$400/hr · From $500 flat
Other registered firms that don't publish dollar fees (179)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- 369 Financial LLC, Jacksonville
- 710 Consulting Group, LLC, Pembroke Pines
- Acosta Capital Advisors, Hollywood
- Activest Wealth Management, LLC, Aventura
- Affiliated Private Investors LLC, West Palm Beach
- Alhambra Investment Management LLC, Palmetto Bay
- Alternative Finance LLC, Coral Gables
- American Dream, St. Petersburg
- Antonetti Capital Management, LLC, Naples
- Aquasphere AM, LLC, Coral Gables
- Aria Corporation, Clermont
- AVL Advisory LLC, Daytona Beach
- Azure Financial Advisors LLC, Sarasota
- Bates Real Estate and Financial Advisory Services, Sarasota
- Beckham Financial, LLC, Miami
- Belleair Asset Management, LLC, Belleair Bluffs
- Bitcoin Standard, St. Petersburg
- Blanken Management Corp, Freeport
- Blue Line Capital Advisors, Palm Beach Gardens
- Boca Wealth Advisors, Boca Raton
- BRC Management LLC, Windermere
- Broad Reach Wealth Management, LLC, Sarasota
- Bull & Bear Capital Advisors, LLC, Jacksonville
- Bush Capital Management, LLC, Sarasota
- Campbell & Associates, Winter Haven
- Campbell & Company Wealth Management, LLC, Spring Hill
- Capital Asset Advisory, Inc., Jacksonville
- Capital Studio Tax & Financial Advisors, Cutler Bay
- Cardea Capital Advisors, LLC, Vero Beach
- Carl Domino Inc., West Palm Beach
- Carpenter, Claydon Advisors, Inc., Maitland
- Cassedy Financial Group, Inc., Tampa
- Celaya Wealth Management, Miami
- Century Business & Financial Services, Longboat Key
- Certuity, LLC, North Palm Beach
- Chacon Diaz & Di Virgilio Wealth Management, LLC, Gainesville
- Chiron Capital Management, LLC, Tallahassee
- Christia Li Roberts, Stuart
- Clarity Capital Advisors, LLC, Lakewood Ranch
- Clearwell Group, Tampa
- Common Cents Wealth Management, LLC, Pembroke Pines
- Copper Canyon LLC, Orlando
- Core Wealth Advisors, Inc., Lakeland
- Crespo Capital LLC, Jacksonville
- Cumberland Advisors, Sarasota
- CV Advisors LLC, Aventura
- D2 Capital Management, Jacksonville
- Daniels D'Amelio Investment Management Group, LLC, Jupiter
- Davis Capital Management, Jacksonville
- Delgado Private Wealth Management LLC, Naples
- Delta Advisory Group, Inc., Maitland
- Dhody Investment Group, Miami Beach
- Downtown Wealth Studios, LLC, Miami
- DRT Financial Advisors, Deland
- Earner Wealth LLC, Safety Harbor
- Ebanks Financial Solutions, LLC, Stuart
- Eclat Wealth Advisors, Boca Raton
- 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
- Expat Financial Solutions, Miami Beach
- F&V Capital Management, L.L.C., Boca Raton
- Fallenbaum CPA & Advisors, LLC, Plantation
- Ferris Wheel Finance, Inc., Venice
- Fideleon Wealth Advisors LLC, St. Augustine
- Fidelis Capital, Tampa
- Fifth Avenue Family Office, Naples
- FIGA Capital Management LLC., Coral Gables
- Finaccess Advisors LLC, Miami
- Financial Wellness Solutions, LLC, Cape Coral
- FirsTrust, Daytona Beach
- Flavin Financial Services, Inc., Melbourne
- Forecast Financial LLC, Newberry
- Freedom Financial & Business Planning, LLC, St. Petersburg
- Fresh Bread Investments, LLC, Weston
- G&F Financial Services, Panama City Beach
- G4 Financial Planning, LLC, Orlando
- Global Kandor Advisors, LLC, Miami
- Golden Capital Partners LLC, Sunny Isles Beach
- Guitian Wealth Management, LLC, Coral Gables
- Gulfcoast Embers Advisors, North Port
- Harbinger Financial Consultants, LLC, Boca Raton
- Hearon Advisory Group, LLC, Bradenton
- Holland Advisory Services, Inc., Ormond Beach
- Holly Donaldson Financial Planning, LLC, Gainesville
- Ignite Financial LLC, Ponte Vedra Beach
- Independent Wealth, LLC, Miami
- Indivisible Partners, Clearwater
- Intellicapital Advisors LLC, Ponte Vedra
- J.P. Aubry Wealth Advisors, LLC, Orlando
- 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 Gardens
- Johnson Private Wealth Management, LLC, Sarasota
- Kadirov Financial Management, Hallandale Beach
- Kevin Investments, Tampa
- Klein Wealth Management, LLC, St. Johns
- Kotini Capital Advisors LLC, Miami
- Lake Life Wealth Advisory Group, Siesta Key
- Lakeshore Advisors, Winter Park
- Lebrigh Life Planners, Trinity
- Lefils Wealth Management LLC, Orange City
- Legacy Wealth Advisors, LLC, North Miami Beach
- Lighthouse Retirement, Ponte Vedra
- Longman WealthCare Management, LLC, Miami
- LUMA Capital, Naples
- Mac Investment Management, St. Petersburg
- Magna Vis Capital, Gainesville
- Matters Capital LLC, Coral Gables
- Matthias Private Wealth, LLC, Winter Park
- McDavid & Company Wealth Management Services, Gainesville
- McKee Investment Planning, Inc., Clermont
- Mead Wealth Management LLC, Vero Beach
- Merrell Brothers, LLC, Jacksonville
- Moneypacer, Tampa
- Monterra Advisors, LLC, Orlando
- Moorgate Capital Management, Dunedin
- Mozella Asset Management, St. Petersburg
- New Millennium Asset Management, Inc., The Villages
- Newell Wealth Management, LLC, Winter Garden
- Nextwave Advisors, Lithia
- Noesis Capital Management Corp, Boca Raton
- Northstar Strategic Investments Inc, Ormond Beach
- Octogone NA, Miami
- Olivar & Greb Capital Management, LLC, Maitland
- Omkara Capital LLC, Redington Shores
- Palisades Hudson Asset Management, L.P., Fort Lauderdale
- Palm View Investments, Santa Rosa Beach
- Path Financial, LLC, Sarasota
- Pelorus Financial, LLC, Trinity
- Pinelight Financial PLLC, Estero
- Plan Ahead Advisors, West Palm Beach
- Preservation Financial Management, Boca Raton
- Prometheus Capital Management LLC, Orlando
- Prosperity Path Advisers, LLC, Vero Beach
- Pruitt Richmond Wealth Management LLC, Estero
- Rall Capital Management, Inc., Rockledge
- Rariden Investment Advisors, LLC, Oviedo
- Remote Financial Planner, LLC, West Palm Beach
- Revision Wealth Management LLC, Gainesville
- Rezny Wealth Management, Inc., Fort Myers
- Rutherford Asset Planning, Inc., Tampa
- Saber Asset Management, West Palm Beach
- San Blas Capital, LLC, Port St. Joe
- Schrum Private Wealth Management, LLC, St. Augustine
- SD Perron & Co. Investment Services, Hypoluxo
- Section Integrity Wealth Management, Fleming Island
- Seven Mile Advisory LLC, Tallahassee
- Shonan Gold Financial LLC, Tallahassee
- Sick Advisory Services, Boca Raton
- Sierra Capital LLC, Miami
- Silva Fiduciary Advisors, Daytona Beach
- Smith Financial LLC, Ocala
- Steele Asset Management, Fort Lauderdale
- Stein Financial LLC, Destin
- Stonewealth Advisors, LLC, Coral Gables
- Strive Retirement Group, Daytona Beach
- Structured Portfolio Solutions, LLC, The Villages
- Summit Wealth Partners, LLC, Orlando
- Sunrise Wealth Management, LLC, Riverview
- Synouvo Wealth Management, LLC, Miramar
- Tactical Financial Planning Inc, Malabar
- The Financial Preserve at Lonier Financial Advisory LLC, Osprey
- The Jaffee Financial Group, Inc., Cooper City
- Vardell Strategies LLC, Clearwater
- Varney Wealth Management, Tampa
- Veltria Advisors Corp., Miami
- VentureMFO LLC, Boca Raton
- Vero Strategic Yield, LLC, Vero Beach
- Waxman Financial, Parkland
- We Family Offices, Coral Gables
- Wealth Compounders LLC, Wesley Chapel
- Woman To Woman Financial, Jacksonville
- Wyand Wealth LLC, St. Petersburg
- Zenith Wealth Management, Orlando
Firms based in other states that are registered in Florida (835)
Showing the 58 of these 835 firms whose brochures mention virtual meetings. See all 835 firms.
These firms are based in another state and are registered in Florida. The list isn't complete: a firm with five or fewer clients in Florida doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
58 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|
58 firms with published fees
- Aerodigm Wealth LLC · Lake Oswego, OR · $225-$355/hr
- Alexander Randolph Advisory Inc · McLean, VA · $300-$750/hr
- All Star Financial · Minneapolis, MN · Up to $25,000 flat
- Anchyra Partners LLC · Atlanta, GA · $500-$1,000/hr · $5,000-$100,000 flat
- Aspyre Wealth Partners · Overland Park, KS · $150-$500/hr · $4,000-$10,000 flat
- Beacon Wealth Consultants, Inc. · Roanoke, VA · $300/hr · $300/qtr · $3,500-$35,000/yr
- Black Arrow Capital LLC · Newark, DE · $250/hr · $1,250-$25,000 flat
- Brownson, Rehmus & Foxworth, Inc. · Chicago, IL · $150-$500/hr
- BSW Wealth Partners · Boulder, CO · $7,500-$25,000/yr
- Carrington Financial Planning, LLC · Fletcher, NC · $350/hr · $1,800-$4,500 flat
- Clear Point Advisors, Inc. · Melville, NY · $300/hr · $500-$5,000 flat
- Clover Leaf Financial LLC · Fairport, NY · $250-$500/hr
- ColeFP · Hoover, AL · $270/hr
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Elser Financial Planning, Inc. · Indianapolis, IN · $150-$800/hr
- Equita Financial Network, Inc. · Fort Washington, PA · Up to $500/hr · Up to $10,000 flat · Up to $7,500/qtr
- Ferguson-Johnson Wealth Management, Inc. · Rockville, MD · $400/hr
- Financial Elements, Inc · Rolling Meadows, IL · $400-$500/hr · $3,500-$10,000 flat
- Financial Insights Wealth Management · Tacoma, WA · $200-$500/hr
- Financial Synergies · Houston, TX · $3,000-$10,000 flat
- FMP Wealth Advisers · Austin, TX · Up to $2,500 flat
- Fortitude Financial Planning LLC · Willow Spring, NC · $450/hr · $1,950 flat
- FPL Capital Management, LLC · Metairie, LA · $250/hr · $5,000-$15,000/yr
- Hamilton Financial Planning LLC · Lakeway, TX · $250/hr · From $3,500 flat
- Hudson Capital Advisory, Inc. · Buffalo, NY · Up to $350/hr
- Illuminate Wealth Management · Barrington, IL · $2,400-$10,000 flat
- Independent Wealth Management, LLC · Traverse City, MI · $175-$350/hr
- Keller Wealth Advisors · Victoria, TX · $100-$350/hr · $50/mo
- Klaas Financial Asset Advisors, LLC. · Loves Park, IL · $75-$275/mo
- LifeGuide Financial Advisors, LLC · Mechanicsburg, PA · Up to $800/hr · Up to $50,000 flat · $4,800/yr
- Manage Your Financial Life · Northfield, IL · $250/hr
- Mission Financial Planning, Inc. · Mission, KS · $270/hr · $300 flat · $6,500/yr
- Nikulski Financial, Inc. · Bettendorf, IA · $150-$350/hr · From $500 flat
- Note Advisors, LLC · Buffalo, NY · $150-$350/hr · $2,500-$50,000 flat
- OLIO Financial Planning · McLean, VA · $100-$250/hr · $1,500-$50,000 flat
- One Advisory Partners, LLC · Overland Park, KS · From $10,000/yr
- Painted Porch Advisors LLC · Santa Barbara, CA · $7,500/yr
- Paraklete Financial, Inc. · Kennesaw, GA · $3,000-$200,000/yr
- Persium Advisors, LLC · Atlanta, GA · $1,000-$10,000 flat · $24,000-$50,000/yr
- Petredis Investment Advisors · Warrendale, PA · $250-$750/hr
- Preserve Private Wealth, LLC · Bethesda, MD · $1,000-$20,000 flat
- Professional Financial Solutions, LLC · Fairfax, VA · $200-$500/hr · $2,000-$5,000 flat
- Prosperitage Wealth · McDonough, GA · $500/hr · $1,500-$15,000 flat · $250-$2,500/mo
- Rooted Planning Group · Corning, NY · From $6,000/yr
- Schwarz Dygos Wheeler Investment Advisors LLC · Minneapolis, MN · $250-$500/hr · $1,000-$10,000 flat
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- St. John & Associates, Inc. · Roswell, GA · $1,000-$5,000 flat · $1,000-$5,000/yr
- Stone Tower Wealth Advisors · Cincinnati, OH · $300/hr · $300-$10,000 flat · $1,000-$5,000/qtr
- Successful Money Strategies Inc · Fall River, MA · $1,500-$5,000 flat
- Trio Wealth Management, LLC · Great Falls, VA · $250-$10,000 flat · $250-$1,000/mo
- Valor Wealth Partners · Washington, DC · $450/hr · $2,500-$7,000 flat · $50-$1,000/mo
- Virginia Wealth Management Group, Inc. · Virginia Beach, VA · Up to $500/hr · Up to $20,000/yr
- Vista Way Advisors · Charlestown, MA · $200-$300/hr · $750-$950 flat
- Wealth Management Partners, LLC · Tucson, AZ · Up to $400/hr · Up to $10,000 flat
- Weinand Financial, Inc. · Lacey, WA · Up to $500/hr · $2,500-$7,500 flat
- Wick Capital Partners, LLC · Wayne, PA · Up to $500/hr
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Zenith Wealth Partners · Philadelphia, PA · $2,000-$10,000 flat · $1,000/mo
Key findings from the filings
- The median hourly rate in Florida, $300 from 189 firms, is tied for the 3rd highest of the 44 states where at least 10 firms publish a current hourly rate; the median in the rest of the US is $295.
- The median flat or project fee in Florida, $4,200 from 161 firms, is the 13th lowest of the 38 states where at least 10 firms publish a current flat or project fee; the median in the rest of the US is $5,000.
- Among the 4 Florida cities where at least 10 firms publish a current hourly rate, the median hourly rate is highest, $300, in Orlando (13 firms) and Tampa (11 firms), and lowest, $250, in Miami (11 firms) and St. Petersburg (10 firms).
- Of the 304 Florida firms that publish fees, 71% publish an hourly rate, 63% a flat or project fee, and 21% a monthly or quarterly fee; across the US the shares are 73%, 55%, and 21%.
- 36 of the 304 Florida firms that publish fees (12%) charge no fee based on a percentage of assets, compared with 14% across the US.
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Hourly rate | $300/hr | $250- | 189 firms |
| Flat or project fee | $4,200 | $2,500- | 161 firms |
| Subscription (per month) | $508/mo | $300- | 60 firms |
| Annual fee | $6,900/yr | $4,000- | 32 firms |
How Florida compares with other states is in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.