Fee only financial advisors in Ocala, Florida: hourly and flat fee prices

8 registered advisers based in Ocala offer financial planning for an hourly, fixed or subscription fee, with no commissions.

4 of the 8 fee only firms based in Ocala publish dollar fees. Updated October 2026.

Fee only advisors in Ocala and their published fees

4 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Golden Reed Wealth Management, LLC$250/hr$2,500⁠-⁠$10,000Not published
Kiefer Financial Advising LLCNo AUM feeNot publishedNot published$300⁠-⁠$500/qtr
Private Client Services Group, LLC$200/hrNot publishedNot published
Zinnia Wealth Advisory, LLCNot publishedNot published$20,000/yr
Other registered firms that don't publish dollar fees (4)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in Florida