Fee-Only Financial Planners in:
Florida

These Florida Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Florida Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Clare Wherley, MBA, CPA, CFP®
Lassus Wherley
New Providence NJ, Bonita Springs FL
​Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ
Dena Minning, CFP®, CFA®, MBA, BS
Personal Asset Management
St Petersburg FL
Fee Only Financial Planner Located in St Petersburg, FL and Serving Clients Nationwide
Cathy Pareto, CFP®, MBA
Cathy Pareto and Associates
Coral Gables FL, Miami FL
Fee Only Financial Planner Located in Coral Gables / Miami, FL and Serving Clients Nationwide
Steve Martin, CFP®, CPA, JD
Oasis Wealth Planning Advisors
Nashville TN, Franklin TN, Orlando FL, Tampa FL
Fee-Only, Tax Focused Financial Planner serving Middle Tennessee and Florida.
Elayne Pisarik, CFP®, CLU®, ChFC®
FirsTrust, LLC
Tampa FL, Boca Raton FL, Daytona Beach FL, Orlando FL, Atlanta GA, The Villages FL
Fee Only Financial Planner Located in Orlando, FL and Serving Clients Nationwide
Michelle Ash, RICP®, CASL®, CFP®
Paragon Wealth Strategies, LLC
Jacksonville FL, Jacksonville Beach FL, Amelia Island FL, Orange Park FL, St. Augustine FL, Ponte Vedra Beach FL
OUR Job is to make YOUR Job... OPTIONAL!
William Hufnell, CFP®, CPA, BBA, MS
Bay Point Wealth Management
Annapolis MD, Sarasota FL
Fee-Only Financial Advisor with offices in Annapolis, MD and Sarasota, FL
Victor Cannillo, Founder
Baron Financial Group
Morristown NJ, Fair Lawn NJ, Sarasota FL, New York NY
Fee-Only Financial Advisor serving clients nationwide with offices in New Jersey, New York, and Florida
Stephen Curley, CFA, CFP®, MBA
WaterOak Advisors
Winter Park FL, Palm Beach Gardens FL, Orlando FL
Fee-Only Investment Advisor serving Orlando, FL area and the SE U.S. with approximately $1.7 billion in assets under management.
Laura Mattia, Ph.D, MBA, CFP®, CDFA™, CRPS®
Cumberland Advisors / University Professor
Sarasota FL
Fee-Only Financial Advisor serving the Sarasota, FL area.
Dejan Ilijevski, MS, MBA
Sabela Capital Markets
Munster IN, Highland IN, Dyer IN, Schererville IN, Crown Point IN, Valparaiso IN, St. John IN, Naples FL, Bonita Springs FL, Estero FL
Fee-Only Investment Advisor serving Northwest Indiana, Southwest Florida, and clients nationwide.
Brian Fricke, CFP®
Financial Management Concepts
Winter Springs FL, Orlando FL, Maitland FL, Melbourne FL, Winter Park FL
Fee-Only Financial Advisor Serving Orlando, FL, Central Florida, and Clients Nationwide
Elizabeth Barrett, CFP®, AIF®, MA
Sterling Wealth Advisors
Plantation FL, Fort Lauderdale FL
Fee Only Financial Planner Located in Plantation, FL and Serving Clients Nationwide
Ramsey Bova, CFP®
Moneywatch Advisors, Inc.
Kennebunkport ME, Naples FL, Lexington KY
Fee Only Financial Planner with office in Lexington, KY, Kennebunkport, ME, and Naples, FL and serving clients nationwide
Allen Osgood Jr., CFP®
Financial Freedom, LLC
York ME, Cincinnati OH, Beavercreek OH, Malvern PA, Sarasota FL
Providing Fee-Only Wealth Management Services
William Carrington, CFP®, RMA®
Carrington Financial Planning
Fort Lauderdale FL
Fee Only Wealth Manager Serving Members of the US Foreign Affairs Community Worldwide.
Carl von dem Bussche, Sr., CFP®, AIF®
Financial Guidance Group, Inc
Palm Harbor FL, Franklin TN
Carl F. von dem Bussche, Sr. of Financial Guidance Group, Inc. is a Tampa Bay, FL & Franklin, TN financial advisor that specializes in financial planning & wealth management.
Joyce Streithorst, CFP®, MSFS, CDFA
FRISCH FINANCIAL GROUP, INC.
Melville NY, Tampa FL, New York NY
Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide
Audrey Jones, CFP®
Financial Life Designs LLC
Orlando FL, Orlando FL
Fee Only Financial Planner Serving the Entire Orlando, FL Area
Michael Smith, CFP®
RTD Financial Advisors, Inc.
Atlanta GA, Philadelphia PA, Bonita Springs FL, Mt. Laurel NJ, West Chester PA, Johnstown PA
Fee-Only Financial Planner with offices in Philadelphia, Atlanta, Bonita Springs (FL), Mt. Laurel (NJ), West Chester and Johnstown (PA)
Donald Purtill, CPA, PFS, MBA
Purtill Financial LLC
Highland Heights Oh, Fort Myers Beach FL, Cleveland OH
Fee-Only Financial Advisor serving Cleveland and the entire Northeast and North Central Ohio areas. Also serving Southwest Florida areas
Scott Snider, CRPC®, CFP®
Mellen Money Management LLC
Ponte Vedra Beach FL, Columbus OH, Jacksonville FL, Columbus OH
Fee-Only Financial Planner with offices in Jacksonville, FL and Columbus, OH serving clients across the country regardless of location.
Bonnie Sewell, CFP®, CDFA™, AIF®
American Capital Planning
Leesburg VA, Miami FL
Fee Only Flat Fee Fiduciary Financial Freedom Expert
Todd Macke, CFP®
Macke Financial Advisory Group, Inc.
Fort Myers FL
Fee-Only Financial Advisor serving the entire southwest Florida area.
Todd Bauerle, CFP®
Bauerle Financial Inc.
Lake Mary FL
Fee-Only Financial Advisor serving clients across the U.S.
Jackie Goldstick, CFP®
Core Wealth Management, Inc.
Jupiter FL, Palm Beach Gardens FL, West Palm Beach FL, Palm Beach FL, Boca Raton FL, Boynton Beach FL
Comprehensive, Fee-Only Financial Planner Located in Jupiter, FL and Serving Clients in Palm Beach County and the Treasure Coast.
Bob Rall, CFP®
Rall Capital Management
Cocoa FL
Fee-Only Financial Planner located in Cocoa Village and serving the entire Brevard County area.
Jonathan Castle, MSFS, CFP®
Paragon Wealth Strategies, LLC
Jacksonville FL, Jacksonville Beach FL, Amelia Island FL, Orange Park FL, St. Augustine FL, Ponte Vedra Beach FL
"Our Job is to make YOUR Job... OPTIONAL!"
Todd Sensing, CFP®, CFA
FamilyVest
Miramar Beach FL
Fee-Only Financial Planner serving families and clients across the country, regardless of location.
Daniel Brownsberger, CIMA
FirsTrust, LLC
Daytona Beach FL, Orlando FL
Fee Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide
Michael Searcy, AIFA, CFP®, ChFc
Searcy Financial Services
Overland Park KS, Naples FL
Fee-Only Financial Planner serving the Naples, FL area.
John Spoto, CFP®, MBA
Sentry Financial Planning, LLC
Andover MA, Naples FL, Danvers MA
Fee Only Financial Planner Serving Massachusetts clients North of Boston, on the Northshore, in Merrimack Valley, and Essex County.
Vincent Rossi, CFP®, MSFS
Intelligent Capitalworks
Scottsdale AZ, Phoenix AZ, Bonita Springs FL, Naples FL, Fort Myers FL
Fee-Only Financial Advisory Firm Serving Clients in Arizona, Florida and throughout the United States. Retirement Planning, Investment Management and Wealth Advisory Services.
John Carrig, CFA, CFP®
Gold Coast Financial Planning
Boca Raton FL, Delray Beach FL, Boynton Beach FL, Deerfield Beach FL, Coral Springs FL, Pompano Beach FL, Fort Lauderdale FL
Fee Only Financial Planner Located in Boca Raton, FL and Serving Clients Throughout the Region and Nationwide
Eric Weiss, CFP®, MBA, AIF, MA
Brightscape Investment Centers
Miami FL
Fee-Only Financial Advisor serving Miami, FL area.
Ronald Tamayo, CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Orlando FL, Melbourne FL
Fee-Only Financial Planner Located in Orlando and serving clients nationwide
Michael Koenig, CFP®
FirsTrust, LLC
Daytona Beach FL, Boca Raton FL, Tampa FL, Orlando FL, Atlanta GA, The Villages FL
Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
Robert O'Dell, CFP®
Coyle Financial Counsel, LLC
Naples FL
Fee-Only Financial Planner serving Naples, Florida & metro Chicago.
Paul Pignone, CFP®, CLU®, ChFC®, AIF
Boston Retirement Advisors
Bonita Springs FL, Guilford CT, Woburn MA, Salem NH
Fee-Only Financial Advisor located in Salem, NH and serving clients nation-wide.
Diahann Lassus, MBA, CFP®, CPA/PFS
Lassus Wherley
Bonita Springs FL, New Providence NJ
​Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ
Benjamin Tobias, CFP®, CPA/PFS, CIMA®, AIF®
Tobias Financial Advisors
Plantation FL, Boca Raton FL, Fort Lauderdale FL, Miramar FL, Miami FL, Weston FL
Fee-Only Financial Advisor serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami
Holly Thomas, CFP®, MBA, MA
Holly P. Thomas, LLC
St. Petersburg FL, Tampa FL
Fee-Only Financial Planner serving Tampa, St. Petersburg, Clearwater, and surrounding areas.
Raymond Mignone, CFP®
Ray Mignone & Associates, Inc.
Little Neck NY, Boynton Beach Fl
Fee Only Financial Planner with Offices in Boynton Beach, FL and Little Neck, NY
James Christie, CFP®
Freedom Wealth Management, LLC
Bedminster NJ, Fort Myers FL
Fee Only Financial Planner with offices in Bedminster, NJ and a satellite location in Fort Myers, FL
Kathleen Campbell
Campbell Financial Partners
Fort Myers FL, Bonita Springs FL, Naples FL
Fee-Only Financial Adviser serving Fort Myers, Bonita Springs, & Naples areas
Christopher Cannon, CFA
FirsTrust, LLC
Boca Raton FL, Daytona Beach FL, Tampa FL, Orlando FL, Atlanta GA, The Villages FL
Chief Investment Officer at FirsTrust, LLC, a Fee Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide form multiple office locations
Charles Prudhomme, CFP®, MBA
LVM Capital Management, LTD.
Portage MI, Naples FL, Kalamazoo MI
Fee-Only financial planner located in Portage, MI and and Naples, FL, serving clients nationwide
Maria Erickson, CFP®, MBA
Freedom Financial & Business Planning, LLC
Tampa FL, St. Petersburg FL
Fee Only Financial Planner Located in St. Petersburg and Tampa, FL and Serving Clients Nationwide
Mario Yngerto, CPWA®, CFP®, ChFC®
Genesis Wealth Management
Coral Gables FL, Miami FL
Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale area
Robert Klosterman, CFP®, CFWA
White Oaks Investment Management, Inc.
Minneapolis MN, Longboat Key FL, St. Paul MN, Sarasota FL, Bradenton FL
Fee-Only Financial Advisor with offices in South West Florida and Minneapolis, MN and serving clients across the country.
Marianela Collado, CFP®, CPA/PFS
Tobias Financial Advisors
Plantation FL, Boca Raton FL, Fort Lauderdale FL, Miramar FL, Miami FL, Weston FL
Fee-Only Financial Advisor serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami
Dennis Packard, CFP®
Align Wealth Management
St. Petersburg FL, Oklahoma City OK
Fee Only Financial Planner with Offices in Oklahoma City, OK and St. Petersburg/Tampa, FL and Serving Clients Nationwide
Ralph Scearce, CFP®
Cambridge Financial
Lexington KY, Bonita Springs FL
Fee Only Financial Planner Helping Clients to Prepare for and Navigate Retirement
David Harbeitner, CFP®
Pinnacle Wealth Planning Services
St. Petersburg FL
Fee-Only Financial Planner located in St. Petersburg, FL and Serving Clients Nationwide
Rene Bruer, CFP®, MBA
Smith Bruer Advisors
Tallahassee FL
Fee-Only Financial Planner serving the Tallahassee, FL area.
Douglas Finley, MS, CFP®, AEP®, CDFA™
Finley Wealth Management, LLC
Estero FL, Naples FL, Naples FL, Bonita Springs FL, Fort Myers FL, Cape Coral FL
Specializing in Fee-Only financial planning and investment management for high-net-worth individuals and families in a fiduciary capacity.
Sean Rogers, CFP®
Rogers Wealth Management Services
Bonita Springs FL
Fee-Only financial planner providing Gen X and Millennial individuals and families with competent, conflict free financial advice from the comfort of their home or office via virtual meetings
Charles Zhang, CFP®, CLU®, ChFC®, MBA
Zhang Financial
Portage MI, Battle Creek MI, Grand Rapids MI, Naples FL, Troy MI
Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, MI and Naples, FL.
Lynn Chen-Zhang, CFP®, CPA, MBA, MS
Zhang Financial
Portage MI, Battle Creek MI, Grand Rapids MI, Naples FL, Troy MI
Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, MI and Naples, FL.
Dan Moisand, CFP®
Moisand Fitzgerald Tamayo, LLC
Orlando FL, Melbourne FL, Orlando FL, Merritt Island FL, Winter Park FL, Lake Mary FL
Fee Only Financial Advisor Serving Orlando, FL, Melbourne, FL and Clients Nationwide
Matthew Saneholtz, CFP®, CFA®
Tobias Financial Advisors
Plantation FL, Weston FL
Fee-Only Financial Advisor serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami
Steven Van Wie, CFP®
Van Wie Financial
Jacksonville Beach FL, Ponte Vedra FL, Jacksonville FL
Fee-Only Financial Planner serving the Jacksonville Beach, FL area.
David Frisch, CPA, CFP®, PFS
FRISCH FINANCIAL GROUP, INC.
Melville NY, New York NY, Tampa FL
Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide
Carolyn McClanahan, CFP®, MD - Life Planning Partners, Inc. - Jacksonville FL
Daniel Elie, CFP®, MBA, LLM - DAGEL Financial, Inc. - Miami FL
Tiffany Beard - Retirement Strategies, Inc. - Jacksonville FL
Christoph von dem Bussche, CFP® - Financial Guidance Group, Inc - Palm Harbor FL, Franklin TN
Lydia Sheckels, CFP®, CLU®, ChFC® - Wescott Financial Advisory Group - Philadelphia PA, Miami FL
Nick Maratta, MBA, CFP® - Occidental Asset Management, LLC (OCCAM) - Maitland Fl
Steven Clark, CFP®, EA - Clark Financial Planning Services LLC - Coconut Creek FL
Kirk Kinder, CFP® - Picket Fence Financial - Towson MD, Bel Air MD, Palm Harbor FL Baltimore MD
Jane Marchand - Marchand Faries Financial Management, Inc. - Jacksonville FL
Chris Daunhauer - TrustWell Financial Advisors - Jacksonville FL
Barry Katz, MBA, CFP® - Caratel Financial Services - Litchfield CT, Plantation FL
Sally Long, CFP®, CTFA - Modera Wealth Management, LLC - Hernando FL
Luiz Augusto Pacheco - Inva Capital Wealth Management - Miami FL
Brett Freese, CFP® - TrustWell Financial Advisors - Jacksonville FL
Steven Bové, CFP®, CFA®, MSFS - Lebrigh Life Planners, LLC - Oldsmar FL
Phillip Walker, CFP®, MBA, JD - Walker Wealth Advisors, LLC - Pensacola FL
Michael Tringali - Fee-Only Financial Advisors, LLC - Beverly Hills FL
William Hart - Retirement Strategies, Inc. - Jacksonville FL
Robert Keats, CFP®, MAFP, RFP® - Keats, Connelly and Associates, LLC - Phoenix AZ, Boynton Beach FL, Calgary AB
Stephen Overstreet, CFP®, MBA - Financial Planning Offices of Stephen Overstreet, P.A. - Winter Springs FL
Peter North, CFP® - North & Company, LLC - Orange Park FL, Bath ME
John West, CFP® - Spraker Wealth Management, Inc. - Maitland FL
Bradley Klontz - Occidental Asset Management, LLC - Maitland FL
Matt Becker - Mom and Dad Money, LLC - Pensacola FL
Scott Macaione - WaterOak Advisors - Winter Park FL
Barbara Nevils - Nevils Financial, LLC - Stuart FL, Wakefield MA
Helen Huntley, CFP® - Holifield Huntley Financial Advisers - St. Petersburg FL
Edward Aufman, CFP® - Aufman Associates Inc. - Longboat Key FL, Sewickley PA Pittsburgh PA
Terry Seaton - Seaton Financial Advisors, LLC - St. Augustine FL
Catalina Franco-Cicero - Fiscal Fitness Clubs of America - Pembroke Pines FL
Tye Crews - Retirement Strategies, Inc. - Jacksonville FL
Steven Podnos, CFP®, MBA, MD - Wealth Care LLC - Merritt Island FL
Bobbie Munroe, CFP® - Supporting Your Choices, Inc - Havana FL
Julie Lawrence, CFP® - Lawrence Financial Planning, LLC - Lutz FL
George Livingston III - Livingston Financial Planning, Inc. - Santa Rosa Beach FL
Forrest Baumhover - Westchase Financial Planning - Tampa FL
John Shea - Genesis Wealth Management, Inc - Coral Gables FL
Timothy Utecht, CFA® - Life Planning Partners, Inc. - Jacksonville FL
William Neubauer, CFP®, MBA - Comprehensive Money Management Services, LLC - Coral Gables FL
Brian Terry - Cornerstone Planners - Winter Park FL
Stephen Faries - Marchand Faries Financial Management, Inc. - Jacksonville FL
Laurence Montello, CFP®, CLU® - Montello Wealth Management Inc. - Palm Beach Gardens FL
Ross Allen, CFP® - Lawrence Financial Planning, LLC - Tampa FL
Margery Schiller, BS, CFP®, MA - Goar, Endriss & Walker P.A. - Sarasota FL
Frank Armstrong, CFP®, AIFA - Investor Solutions, Inc. - Coconut Grove FL
Dale Walters, CFP®, CPA, PFS - Keats, Connelly and Associates, LLC - Phoenix AZ, Boynton Beach FL
Mary Baldwin, CFP® - Baldwin & Associates - Indian Harbour Beach FL
Carrie Jones, CFP® - Life Planning Partners, Inc. - Jacksonville FL
Bert Whitehead, MBA, JD - Cambridge Connection Inc. - Tucson AZ, Bloomfield Hills MI, San Francisco CA, St. Cloud FL