Subscription financial advisors in Florida
Subscription advisors charge a monthly or yearly fee for ongoing advice, and they don't take a percentage of your investments.
6 firms in Florida that filed as subscription financial advisors publish dollar fees in their brochures. Updated October 2026.
Subscription financial advisors in Florida and their published fees
6 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Future Path Financial PlanningNiceville | Not published | $1,000-$30,000 | $200-$2,500/mo |
| Polley Wealth Management LLCOrlando | $350/hr | $350-$25,000 | $250/mo |
| Advise FinancialBoca Raton | $300-$1,000/hr | Not published | $399/mo |
| Crocker Capital, LLCCooper City | $250/hr | $500-$3,000 | $2,497/yr |
| Trigsted Wealth AdvisoryTampa | $300/hr | Not published | $400-$1,100/qtr |
| Velaris Wealth ManagementOrlando | Not published | Not published | $800/yr |
No firms match these filters.
Also filed as subscription financial advisors, without a published price (13)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Align Equity Group, Boca Raton
- Parker Financial Planning, LLC., Bradenton
- Avl Advisory LLC, Daytona Beach
- Bush Capital Management, LLC, Sarasota
- Envision Asset Management, Inc., Plantation
- Fideleon Wealth Advisors LLC, Saint Augustine
- Impact Advising, Miami
- JMN Investment Management LLC, Palm Beach Gardnes
- Mra Advisory Group, Sarasota
- Northstar Strategic Investments Inc, Ormond Beach
- Pento Portfolio Strategies, LLC, Naples
- Smaart LLC, Hialeah
- Vim Wealth Management, LLC, Coral Gables