Fee-Only Financial Advisors in Florida

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Florida area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Florida Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Chris Parker

MS, CFP®

Parker Financial Planning, LLC

Bradenton, FL

Specialties: Retirement Planning & Wealth Management, Investment Selection and Asset Allocation, Personal Financial Planning & Consulting, Personal Financial Plans, Wealth and Income Management for retirees

Fee-Only Certified Financial Planner™, Registered Investment Advisor and Ramsey Financial Coach

I can work with clients anywhere!

Elayne Pisarik

CFP®, CLU®, ChFC®, M.Tax

FirsTrust, LLC

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country

I can work with clients anywhere!

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

I can work with clients anywhere!

Derrick Chandler

CFP®

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring

Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide

I can work with clients anywhere!

Alison Hall

CFP®

Atlas Fiduciary Financial, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Sarasota, FL, serving clients locally, from the Oakland, NJ office, and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"

I can work with clients anywhere!

Amy Manley

CFP®, CLTC®

Best Life Financial Planning

Naples, FL

Specialties: Comprehensive Financial Planning, Advanced Planning, Wealth Enhancement, Wealth Transfer, Wealth Protection, Charitable Giving

Fee-Only financial planner located in Naples, Fl, serving clients locally and across the country

I can work with clients anywhere!

Leslie Trowbridge

CFP®

Family First Financial Planning

Stuart, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Plan smart. Live well. This is what I strive for all of my clients whether just starting out or enjoying retirement. I advise clients on an hourly fee basis in Georgia and Florida, and where allowed in other states.

I can work with clients anywhere!

Charles Prudhomme

CFP®, MBA

LVM Capital Management, LTD.

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Kalamazoo, MI and and Naples, FL, serving clients nationwide

I can work with clients anywhere!

Gregg Munn

CFP®, CPA

Sax Wealth Advisors, LLC

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country

I can work with clients anywhere!

Amber Braatz

MBA, CFP®

Finley Wealth Advisors

Estero, FL

Specialties: Wealth Management, Wealth Protection, Tax Planning, Retirement Tax Planning, Investment Management, Wealth Transfer, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Cash Management Strategies

Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, purposefully designed for the Middle-Class Millionaire, with $2 to $20 million of wealth, as big fish in our right-sized pond.

I can work with clients anywhere!

Brett Freese

CFP®, CKA®

TrustWell Financial Advisors

Jacksonville, FL

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, College Education Planning

Fee Only Financial Planner / Investment Manager Located in Jacksonville, FL and Serving Clients Nationwide

I can work with clients anywhere!

George Smith

CIMA®

Smith Bruer Advisors

Tallahassee, FL

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

Fee-Only financial planner located in Tallahassee, Florida serving clients locally and across the country

I can work with clients anywhere!

Jon Castle

MSFS, CFP®

Paragon Wealth Strategies

Jacksonville, FL

Specialties: Financial Planning for Life Decisions, Retirement Income Optimization, Investment Optimization and Cost Reduction, Investor Coaching & Behavioral Finance, Recession Protocol to Protect Your Investments, Tax Planning & Tax Minimization, Strategies to Protect Your Wealth, Survivor, Estate, & Legacy Planning

"Our Job is to make YOUR Job... OPTIONAL!"

I can work with clients anywhere!

Tom LeClaire

CFP®, AIF®, CRPS®

Caliber Wealth Advisory

Tampa, FL

Specialties: Retirement Planning, Wealth Management for Women, Retirement Plans - 401(k), 403(b), IRA

Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country

I can work with clients anywhere!

Charles NeSmith

CFA®, CFP®

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Plantation, FL, serving clients locally and across the country

I can work with clients anywhere!

Charles Fitzgerald

CFP®

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring

Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide

I can work with clients anywhere!

Douglas Finley

MS, CPWA®, CFP®, AEP®, CDFA®

Finley Wealth Advisors

Estero, FL

Specialties: Wealth Management, Wealth Protection, Tax Planning, Retirement Tax Planning, Investment Management, Wealth Transfer, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Cash Management Strategies

Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, purposefully designed for the Middle-Class Millionaire, with $2 to $20 million of wealth, as big fish in our right-sized pond.

I can work with clients anywhere!

Mike Salmon

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring

Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide

I can work with clients anywhere!

Dana Carney

MSFP, CFP®, AFC®

River Capital Advisors, L.C.

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Planning, Business Planning, Tax Planning, Cash Flow Planning, Estate Planning, Insurance & Annuity Planning, Education Planning

Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country

I can work with clients anywhere!

William Carrington

CFP®, RMA®

Carrington Financial Planning, LLC

Fort Lauderdale, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Experienced fiduciary advisor offering comprehensive financial planning and advanced retirement income modeling.

I can work with clients anywhere!

Kyle Newell

CFP®, CRPC®

Newell Wealth Management

Winter Garden, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Winter Garden, FL, serving clients locally in the greater Orlando, FL area face to face and across the country virtually.

I can work with clients anywhere!

Ken Hargreaves

CFP®, AIF®, AWMA®, CRPC®

WealthGen Advisors

Sarasota, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Estate Planning, Risk Management Services, Advance Planning for Business Owners

Fee-Only financial planner located in Sarasota and Lakewood Ranch, FL, serving clients locally and across the country

I can work with clients anywhere!

Shawn Gallagher

CFP®, CRPC®

Frisch Financial Group, Inc.

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

Fee-Only financial planner located in Melville, NY, serving clients locally and across the country

I can work with clients anywhere!

Scott Snider

RICP®, CFP®

Paragon Wealth Strategies

Jacksonville, FL

Specialties: Investment Management, Comprehensive Wealth Management, Retirement Income Planning, Executive Stock Options, Tax Planning

Our job is to make your job... optional.

I can work with clients anywhere!

Steven Clark

CFP®, EA, RICP®

Clark Financial Planning Services LLC

Coconut Creek, FL

Specialties: Comprehensive Financial Planning, Investments, Tax Planning and Preparation, Estate Planning, Insurance Planning, Retirement Planning, Financial and Life Goals

Holistic fee-only financial planner serving Parkland FL, Boca Raton FL, Coconut Creek FL, Coral Springs FL, Fort Lauderdale, FL and all of South Florida.

I can work with clients anywhere!

Sean Gerlin

CFP®, ChFC®, CLU®

Envision Wealth Planners

Maitland, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Efficiency and Planning, Private Equity Investing, Estate Planning

Fee-Only financial planner located in Maitland, FL, serving clients locally and across the country

I can work with clients anywhere!

Kevin Burkle

CFP®, CSLP®

HCP Wealth Planning

Jacksonville, FL

Specialties: Early Retirement Planning, Tax Planning, Retirement Income Planning, Unbiased Rollover Advice, Cash Flow Analysis

For a simple, all-inclusive fee of $2400, over the course of three to four meetings, I'll help you create and implement a comprehensive plan for early retirement

I can work with clients anywhere!

Holly Donaldson

CFP®, MBA, MA

Holly Donaldson Financial Planning, LLC

St. Petersburg, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Planning for Fellow Professionals, Advice-Only, Project-Based Flat Fees

Fee-Only Financial Planner serving Tampa, St. Petersburg, Clearwater, and surrounding areas.

I can work with clients anywhere!

Marc Jimenez

CFA® CFP®

CAM Investor Solutions

Wesley Chapel, FL

Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax Planning, Business Succession Planning

We are a fee-only financial planning firm with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we serve clients around the country.

I can work with clients anywhere!

Warren Burger

Luminary Financial Advisors

Cocoa Beach, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cocoa Beach, FL, serving clients locally and across the country

I can work with clients anywhere!

Jake Skelhorn

CFP®

Spark Wealth Advisors

Jacksonville, FL

Specialties: Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk Management, Estate Planning, Cash Flow Planning

Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country

I can work with clients anywhere!

Eduardo Ramos

CIMA®, CPA, MBA

Freedom Advisory

Ft Lauderdale, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Ft Lauderdale, FL, serving clients locally and in Puerto Rico

I can work with clients anywhere!

Robert Gerstemeier

CFP®, EA, MBA

Gerstemeier Financial Group

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner with offices in Oak Brook, IL and Cincinnati, OH.

I can work with clients anywhere!

Jeff Schlotterbeck

CFP®, DACFP

Water Street Wealth Management

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tampa Bay, FL, serving clients locally and across the country

I can work with clients anywhere!

Dena Minning

CFP®, CFA®, MBA, BS

Personal Asset Management

St. Petersburg, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in St. Petersburg, FL, serving clients locally and across the country

I can work with clients anywhere!

John Ceparano

CPA/PFS, CFP®, M.Tax

Modera Wealth Management

Inverness, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Savings, Insurance Planning, Estate & Trust Planning

Fee-Only financial planner located in Inverness, FL, serving clients locally and across the country

I can work with clients anywhere!

Stephen Craffen

CFP®, CFA®, CLU®, ChFC®, MBA

Atlas Fiduciary Financial, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Oakland, NJ, serving clients locally, from the Sarasota office, and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"

I can work with clients anywhere!

Phil Walker

JD, CFP®

Approach Retirement Advisors, LLC

Pensacola, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Pensacola and Navarre, Florida, serving clients locally and across the country.

I can work with clients anywhere!

Yesenia Realejo

CFP®

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami

I can work with clients anywhere!

Joseph Piela

CFP®

Sax Wealth Advisors, LLC

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country

I can work with clients anywhere!

Sergio Mariaca

CFP®, AIFA®

Mariaca Wealth Management, LLC.

Lake Worth, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We specialize in helping you plan & live your ideal retirement. Based in Palm Beach County, FL serving clients locally and across the country.

I can work with clients anywhere!

Franklin Gay

CFP®, EA

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Plantation, FL, serving clients locally and across the country

I can work with clients anywhere!

Bob Rall

CFP®

Rall Capital Management

Rockledge, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only Financial Planner located in Rockledge and serving the entire Brevard County area.

I can work with clients anywhere!

Jeffrey George

CFA®, CEPA

Tao Financial

Orlando, FL

Specialties: Investment Management, Comprehensive Financial Planning, Tax & Estate Planning Strategies, Retirement Income Planning, Business Financial Planning, Custom 401(k) and Pension Plans, Business Exit Planning, Executive Deferred Compensation Plans

Fee-Only financial planner located in Orlando, FL, serving clients across the country

I can work with clients anywhere!

William Sylvia Jr.

CFP®

Great Oak Capital Partners

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We provide fiduciary, fee-only wealth management rooted in transparency, logic, and independence. With offices located in South Eastern Massachusetts and South Eastern Florida, we serve clients locally and across the country.

I can work with clients anywhere!

John Foligno

CMC®

Grand Life Financial

Stuart, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Advance Care & Long-Term Care Planning, Investing

Fee-only, fiduciary financial planner and wealth manager serving clients nationwide.

I can work with clients anywhere!

Angela Wetzig

CFP®, MRFC®

Sage Wealth Consulting, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country

I can work with clients anywhere!

Mel Bond

CFA®, CFP®, CKA®

Oasis Wealth Planning Advisors

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning

Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.

I can work with clients anywhere!

Victor Cannillo

NAPFA-Registered Financial Advisor

Baron Financial Group

Sarasota, FL

Specialties: Financial Life Management, Retirement Income Planning, Investment Management, Special Needs Planning, Holistic Financial Planning

Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.

I can work with clients anywhere!

Corey Grant

CFP®, ChFC®

Moran Wealth Management®

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Life Insurance Advisory, Asset Protection Strategies, Investment Planning Strategies, Estate Planning

Fee-Only wealth management firm located in Naples, FL, serving clients locally and across the country

I can work with clients anywhere!

Rosanne Rogé

CFP®, CSA®, RFG℠

R.W. Rogé & Company, Inc.

Naples, FL

Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Risk Management, Budgeting Income, Expenses and Savings, 401(k) Rollovers, Tax Planning, Legacy Planning, Financial Gerontology

Fee-Only financial planner located in Bohemia, NY, serving clients locally and across the country

I can work with clients anywhere!

Trishul Patel

CFP®, MBA

Investing Forever Advisory

West Palm Beach, FL

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Analysis, Estate Planning, Tax Planning

Wealth management made simple. 100% Virtual, Fee-Only financial planner located in West Palm Beach, Florida serving clients locally and across the country.

I can work with clients anywhere!

Michael Searcy

AIFA®, CFP®, ChFC®

Searcy Financial Services

Naples, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Generational Planning, Employer-Sponsored Retirement Plans, Business/Practice Consulting

Fee-Only Financial Planner serving the Naples, FL area.

I can work with clients anywhere!

Inga Timmerman

Ph.D., CFP®

Attainable Wealth

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner serving clients across the country virtually. Here is a reference to the type of work I do: https://www.nytimes.com/2018/02/02/your-money/financial-planner.html

I can work with clients anywhere!

DJ Hunt

CFP®

Moisand Fitzgerald Tamayo, LLC

Melbourne, FL

Specialties: Retirement Income Planning, Tax Planning and Advice, Investment Management, Estate Planning, Insurance and Risk Management

Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide

I can work with clients anywhere!

Sarah Contino

CFP®

CAM Investor Solutions

Wesley Chapel, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning,

Fee-Only financial planner located in Wesley Chapel FL, serving clients locally and across the country

I can work with clients anywhere!

Kevin Lao

CFP®, RICP®

Imagine Financial Security

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Flat Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country

I can work with clients anywhere!

Steven Hiraga

CFP®, CPFA®

Smith Bruer Advisors

Tallahassee, FL

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

Fee-Only financial planner located in Tallahassee, Florida serving clients locally and across the country.

I can work with clients anywhere!

Tommy Lucas

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring

Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide

I can work with clients anywhere!

Susan Jones

JD, CFP®

Plancorp

Boca Raton, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Boca Raton, FL, serving clients in South Florida and across the country

I can work with clients anywhere!

Kelly Berenbaum

CFP®, CEPA®

Blue Tree Financial

Winter Park, FL

Specialties: Comprehensive Financial Planning, Business Succession Planning, Retirement Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Winter Park, FL, serving clients locally and across the country

I can work with clients anywhere!

Tom Moran

AIF®

Moran Wealth Management®

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Life Insurance Advisory, Asset Protection Strategies, Investment Planning Strategies, Estate Planning

Fee-Only wealth management firm located in Naples, FL, serving clients locally and across the country

I can work with clients anywhere!

Carl von dem Bussche, Sr.

CFP®, AIF®

Financial Guidance Group, Inc

Palm Harbor, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Carl von dem Bussche, Sr. of Financial Guidance Group, Inc. is a Tampa Bay, FL & Franklin, TN (Nashville) financial advisor that specializes in financial planning & wealth management. His sons, Christoph and Carl Jr, are also advisors with the firm.

I can work with clients anywhere!

Jeff McDermott

CFP®, CSLP®

Create Wealth Financial Planning, LLC

Saint Johns, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Saint Johns, FL, serving clients locally and across the country

I can work with clients anywhere!

Cathy Pareto

MBA, CFP®, CPWA®

Azzendo Wealth Advisors

Coral Gables, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Coral Gables / Miami, FL and Serving Clients Nationwide

I can work with clients anywhere!

Anthony Benante

CFA®

Baron Financial Group, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City

I can work with clients anywhere!

Timothy Videnka

CFA®, CFP®

Forza Wealth Management

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country

I can work with clients anywhere!

Lindsay Elwood

CFP®

Elwood & Goetz Wealth Advisory Group

Naples, FL

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

I can work with clients anywhere!

Rengan Krishnakumar

Ph.D, MBA, CFP® Candidate

Atlas Fiduciary Financial, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Sarasota, FL, serving clients locally, from the Oakland, NJ office, and across the country with “SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE."

I can work with clients anywhere!

Dan Moisand

CFP®

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring

Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide

I can work with clients anywhere!

Hannah Lyons

CFP®, CPFA®™

Smith Bruer Advisors

Tallahassee, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tallahassee, FL, serving clients locally and across the country

I can work with clients anywhere!

Christopher Brooks

CFP®

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Plantation, FL, serving clients locally and across the country

I can work with clients anywhere!

George Kiraly

CFP®, MBA

LodeStar Advisory Group, LLC

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Naples, FL and Scottsdale, AZ, serving clients locally and across the country

I can work with clients anywhere!

Stephen Kyle

CFP®

Parable Wealth Advisors

St. Augustine, FL

Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Retirement Income Planning, Cash Flow Management, College Education Planning, Tax Planning, Insurance Needs Analysis

Parable exists to be a faithful steward of all that is entrusted to us to the betterment of clients and their families.

I can work with clients anywhere!

Catalina Franco-Cicero

MS, CFP®, CTS™

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami

I can work with clients anywhere!

Harry Jones

Edge Capital Partners

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country

I can work with clients anywhere!

Daniel Brownsberger

CIMA®

FirsTrust, LLC

Daytona Beach, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide

I can work with clients anywhere!

Charles Zhang

CFP®, ChFC®, CLU®, CFS, CMFC®, MBA, MSFS

Zhang Financial

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, Ann Arbor, MI and Naples, FL.

I can work with clients anywhere!

Mario Yngerto

CPWA®, CFP®, ChFC®

Genesis Wealth Management, Inc

Coral Gables, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale area

I can work with clients anywhere!

Christopher Cannon

CFA®

FirsTrust, LLC

Boca Raton, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Chief Investment Officer at FirsTrust, LLC, a Fee-Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide from multiple office locations

I can work with clients anywhere!

Dr. Laura Mattia

Ph.D, MBA, CFP®, CDFA®

Atlas Fiduciary Financial, LLC

Sarasota, FL

Specialties: Trusted advice and custom solutions, Creating income for retirement, Investment management with less risk, Comprehensive and personal financial planning, Strategies for individuals in transition (widow, divorcee, business owner, retiring executive, new resident), Women and others looking for education and guidance from someone who cares.

Fee-Only financial planner located in Sarasota, FL, serving clients locally, from the Oakland, NJ office, and across the country with SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE.

I can work with clients anywhere!

Christopher Diodato

CFA®, CMT®, CFP®

WELLth Financial Planning

Palm Beach Gardens, FL

Specialties: Evidence-Driven Investment Management, Retirement & Major Purchase Planning, Debt & Budget Optimization Strategies, Tax Reduction Strategies, Comprehensive Financial Planning

As a virtual financial planner, we create financial success for our clients both locally (Palm Beach county) and nationwide!

I can work with clients anywhere!

Joyce Streithorst

CFP®, MSFS, CDFA®

Frisch Financial Group, Inc.

Tampa, FL

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Divorce Financial Planning, ESG Investing (Green & Socially Responsible)

Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide

I can work with clients anywhere!

Michael Landsberg

CIMA®, CFP®, AIF®,MBA

Landsberg Bennett Private Wealth Management

Punta Gorda, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Punta Gorda, FL, serving clients locally and across the country

I can work with clients anywhere!

Thomas Hlohinec

Rise Financial Partners LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning

We specialize in helping Christian business owners alight their faith & finances while maximizing their charitable giving.

I can work with clients anywhere!

John Krehbiel

CFP®

Krehbiel Financial LLC

Satellite Beach, FL

Specialties: Comprehensive Financial Planning, Tax Minimization, Cash Flow / Budgeting, Investment Management, Retirement Planning, College Funding

Located in Satellite Beach, FL, serving clients in Melbourne, Brevard County and across the country

I can work with clients anywhere!

Aysha Ballis

MS, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

I can work with clients anywhere!

Marie DeCaprio

CFP®, CFA®

SAX Wealth Advisors, LLC

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the Greater NY area

I can work with clients anywhere!

Brian Sirota

CFP®, ChFC®, MBA

FirsTrust, LLC

Daytona Beach, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Daytona Beach, FL, serving clients locally and across the country

I can work with clients anywhere!

Elizabeth Mackie

CPA, CFP®

Edge Capital Partners

Tampa, FL

Specialties: Comprehensive Financial Planning, Customized Investment Management, Family Office Services, College Education Planning, Asset Management

Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country

I can work with clients anywhere!

Keith Finkelstein

MBA, CMT®

MarketStrats

Cape Coral, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cape Coral, Florida, serving clients locally and across the country

I can work with clients anywhere!

Jeffrey Nielson

CFP®

Avenues Wealth

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Orlando, FL, serving clients locally and across the country

I can work with clients anywhere!

Bradley Brescia

CFP®

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring

Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide

I can work with clients anywhere!

Josh Davis

CFP®

Davis Private Wealth, LLC

Royal Palm Beach, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Wellington, FL, serving clients locally and across the country

I can work with clients anywhere!

Melissa Walsh

CFA®, CFP®, AIF®

Clarity Financial Design LLC

Winter Park, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We help women across the country dream big, plan carefully, and stay focused on their financial purpose so that they can walk their path with clarity.

I can work with clients anywhere!

Shea Newton

CFP®, RICP®

Financial Journey LLC

Pensacola, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Pensacola, FL, serving clients locally and across the country

I can work with clients anywhere!

Deborah Meyer

CFP®, CPA/PFS, CEPA®

WorthyNest

Punta Gorda, FL

Fee-Only Financial Planner and Investment Advisor in Punta Gorda, FL who serves clients nationally.

I can work with clients anywhere!

Scott R. Schatzle

CFP®

Mutual Trust Advisory Group

Estero, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Estero, FL, serving near-retirees, retirees and surviving spouses in Lee and Collier county

I can work with clients anywhere!

Donald Purtill

CPA, PFS, CGMA, MBA

Purtill Financial LLC

Fort Myers Beach, FL

Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor team serving Cleveland and the entire Northeast Ohio area. Also serving Southwest Florida.

I can work with clients anywhere!

Aaron Simpson

CFP®, CLU®, ChFC®, RICP®

Moran Wealth Management®

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Life Insurance Advisory, Asset Protection Strategies, Investment Planning Strategies, Estate Planning

Fee-Only wealth management firm located in Naples, FL, serving clients locally and across the country

I can work with clients anywhere!

Matthew Saneholtz

CFP®, CFA®, EA

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami

I can work with clients anywhere!

Ryan Frank

CFP®, ChFC®

Moran Wealth Management®

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Life Insurance Advisory, Asset Protection Strategies, Investment Planning Strategies, Estate Planning

Fee-Only wealth management firm located in Naples, FL, serving clients locally and across the country

I can work with clients anywhere!

Ross Cutler

MBA, CFP®, CTFA, ATFA

King Tide Advisors

Palm City, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Palm City, FL, serving clients locally and across the country

I can work with clients anywhere!

Audrey Jones

CFP®

Financial Life Designs LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee Only Financial Planner Serving the Entire Orlando, FL Area

I can work with clients anywhere!

Michael Koenig

CFP®, JM

FirsTrust, LLC

Daytona Beach, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide

I can work with clients anywhere!

John Cunningham III

CFP®

Reality Financial Planning Services, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner with no minimum asset or net worth requirements located in Sarasota, FL, serving clients locally, including in Bradenton, Lakewood Ranch, Venice, and Nokomis.

I can work with clients anywhere!

Kathleen Campbell

Campbell Financial Partners

Fort Myers, FL

Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, Tax Planning

Fee-Only Financial Planner serving Fort Myers, Bonita Springs, & Naples areas

I can work with clients anywhere!

Marianela Collado

CFP®, CPA/PFS, CDS®

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami

I can work with clients anywhere!

Cassandra Smalley

CFP®, CFA®

Cassandra Smalley Wealth Management

St. Petersburg, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Small Business Retirement Planning

Fee-Only financial advisor serving clients locally and across the country from St. Petersburg, FL

I can work with clients anywhere!

James J. Suazo

ChFC®

Baron Financial Group, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City

I can work with clients anywhere!

Guy McPhail

CFP®, CPA/PFS

SAX Wealth Advisors, LLC

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner in Ewing, NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide

I can work with clients anywhere!

Ian Aguilar

CFP®, MBA

Paragon Wealth Strategies

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

"Our Job is to make YOUR Job... OPTIONAL!"

I can work with clients anywhere!

Curt Stowers

CFP®, PhD, MS

F5 Financial

Venice, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate & Legacy Planning, Tax Planning

Fee-Only Financial Planner located in Naperville, IL, and Chicago, IL, and serving clients across the US.

I can work with clients anywhere!

Alden Shmerling

CFP®, CPWA®, CDFA®

Elwood & Goetz Wealth Advisory Group, LLC

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

I can work with clients anywhere!

Joseph Goetz

Ph.D., M.S., M.A., CRC®, AFC®

Elwood & Goetz Wealth Advisory Group, LLC

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

I can work with clients anywhere!

Lynn Chen-Zhang

CFP®, CPA, PFS™, MBA, MS

Zhang Financial

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, Ann Arbor, MI and Naples, FL.

I can work with clients anywhere!

Adam Van Wie

CFP®

Van Wie Financial

Jacksonville Beach, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Jacksonville Beach, FL, serving clients locally and across the country

I can work with clients anywhere!

Michelle Ash

MSFS, CFP®

Paragon Wealth Strategies

Jacksonville, FL

Specialties: Financial Planning for Life Decisions, Retirement Income Optimization, Investment Optimization and Cost Reduction, Investor Coaching and Behavioral Finance, Recession Protocol to Protect Your Investments, Tax Planning & Tax Minimization, Strategies to Protect Your Wealth, Survivor, Estate, & Legacy Planning

OUR Job is to make YOUR Job... OPTIONAL!

I can work with clients anywhere!

Ron Tamayo

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring

Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide

I can work with clients anywhere!

Ryan Osborne

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Mebourne, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring

Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide

I can work with clients anywhere!

Alonso Rodriguez Segarra

CFP®

Advise Financial

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Risk Management, SEP IRA / 401 (k) for Businesses

Fee-Only - Hourly financial planner located in Boca Raton, FL, serving clients in Florida and Texas.

I can work with clients anywhere!

Cale Smith

Islamorada Investment Management

Islamorada, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Islamorada, FL, serving clients locally and across the country

I can work with clients anywhere!

John Shea

CASL®, CFP®, ChFC®, CLU®, MBA

Genesis Wealth Management, Inc

Palm Beach Gardens, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale, and West Palm Beach area.

I can work with clients anywhere!

Justin Porter

CFP®, CPA, PFS, JD

Porter Wealth Management, LLC

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning

Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create

I can work with clients anywhere!

Edzai Chimedza

CFP®

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Plantation, FL, serving clients locally and across the country

I can work with clients anywhere!

Christopher Congema

CFP®

Landmark Wealth Management, LLC

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with an SEC Registered Investment Advisory firm

I can work with clients anywhere!

Jason Sacks

CFP®, CFS®

Frisch Financial Group, Inc.

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

Fee-Only financial planner located in Melville, NY, serving clients locally and across the country

I can work with clients anywhere!

Laura Bereiter

CPA, PFS™, CFP®

White Oaks Wealth Advisors

Sarasota, FL

Specialties: Comprehensive Financial Planning, Tax Optimization, Equity Compensation, Retirement Modeling, Savings Strategies, Wealth Transfer Planning

Fee-only financial advisor located in Minneapolis, MN, serving clients locally, in Sarasota, FL, and across the country

I can work with clients anywhere!

James Estep

CFP®, CPPT

Everest Financial Advisors

Cooper City, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Pensions, Defined Benefit Pensions

Fee-Only financial planner located in Cooper City, FL, serving clients locally and across the country

I can work with clients anywhere!

Peter Bobolia

CFP®, ChFC®

Family First Financial Planning

Stuart, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Stuart, FL and West Palm Beach, FL serving clients locally and across the country

I can work with clients anywhere!

Robert Simon

MSFP, CFP®, AEP®, CAP®

River Capital Advisors, L.C.

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Giving, Estate Planning

Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country

I can work with clients anywhere!

Sharon Bloodworth

CFP®

White Oaks Wealth Advisors

Sarasota, FL

Specialties: Advanced Financial Planning, Stock Option and Restricted Stock Strategy, Managing Wealth Between Generations, Estate Plan Design, Educating and Supporting Clients in Transition

Fee-only financial advisor serving clients in Minneapolis, Sarasota and across the country.

I can work with clients anywhere!

Daniel Kopp

MA, MS, CFP®

Wise Stewardship Financial Planning, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only, Fiduciary financial planner serving clients across the country

I can work with clients anywhere!

Elizabeth Barrett

CFP®, AIF®, MA, CKA®

Sterling Wealth Advisors®

Plantation, FL

Specialties: Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Business Succession Planning, Legacy Planning, Life Planning, Retirement Income Management, Risk Management, Social Security Planning, Tax Planning, Wealth Management

Fee Only Financial Planner Located in Plantation, FL and Serving Clients Nationwide

I can work with clients anywhere!

David Frisch

CFP®, CPA, PFS

Frisch Financial Group, Inc.

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide

I can work with clients anywhere!

Michael DeMassa

CFA®, CFP®

Forza Wealth Management

Sarasota, FL

Specialties: Investment Management, Retirement Income Planning, Dividend Growth Portfolios, Tax-Managed Portfolios, Generational Wealth Planning

Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country

I can work with clients anywhere!

Chris Shoup

CFP®

Southshore Financial Planning

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Planning, Proactive Tax Planning, Investment Management, Estate & Trust Planning, Education Planning, Gifting Planning, Liability Planning, Risk Planning

Fee-Only financial planner serving clients in Tampa, FL and virtually across the country

I can work with clients anywhere!

Josh Duncan

CFP®

F5 Financial

Venice, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate & Legacy Planning, Tax Planning

Fee-Only Financial Planner located in Venice, FL, and McDonough, GA, and serving clients across the US.

Lamar Watson

CFP®

Dream Financial Planning, LLC

Miami, FL

Carl von dem Bussche Jr

CFP®

Financial Guidance Group, Inc.

Palm Harbor, FL

Jennifer Ulmer

CFP®, EA

Ballast Point Financial Planning, LLC

Orlando, FL

Taylor Bauerle

Kairos Private Wealth

Lake Mary, FL

Allen Osgood, Jr.

CFP®, B.S.B.A.

Financial Freedom

Sarasota, FL

Nate Skelly

CFP®

Financial Pathway LLC

San Antonio, FL

Andrew Tignanelli

CPA, CFP®

Financial Consulate

Fernandina Beach, FL

Christoph von dem Bussche

Financial Guidance Group, Inc.

Palm Harbor, FL

Jacquelyn Goldstick

CFP®

Core Wealth Management, Inc.

Jupiter, FL

Kevin P Jordan, CFP®

CFP®, CFT-I™, M.S.

Macke Financial Advisory Group

Fort Myers, FL

Eric Weiss

CFP®, MBA, AIF®, MA

Brightscape Investment Centers

Miami, FL

Troy Davis

Davis Capital Management

Jacksonville, FL

Steven Van Wie

CFP®

Van Wie Financial

Jacksonville Beach, FL

Edgar Collado

Tobias Financial Advisors

Plantation, FL

Andrew Prescott

CFP®

Ocean Breeze Wealth LLC

Fernandina Beach, FL

Karl Schwartz

CPA, CFP®

Team Hewins

Boca Raton, FL

Patrick Logue

CFP®, CSLP®

Prudent Financial Planning

Naples, FL

Julie Lawrence

Lawrence Financial Planning, LLC

Tampa, FL

Alexandra Demosthenes

CPA/PFS, CFP®

Investment Advisory Professionals, LLC

Boca Raton, FL

Judson Mallini

CFP®

Together Planning

Jacksonville, FL

Alex Ammar

CFP®

Paradox Financial

Montverde, FL

Jennifer Sheffler

Marchand Faries Financial Management, Inc.

Jupiter, FL

Dennis Packard

CFP®

Align Wealth Management

St. Petersburg, FL

George Livingston III

Certified Financial Planner

Livingston Financial Planning, Inc.

Santa Rosa Beach, FL

Marcus Miller

CFP®

Mainstay Capital

Middleburg, FL

Ron Heymann, Jr

CFP®, ChFC®, MBA

Davis Capital Management

Jacksonville, FL

Laurore Jean Pierre. Esq

Attorney

JP Law and Wealth Advisors PLLC

Maitland, FL

Jane Marchand

NAPFA

Marchand Faries Financial Management, Inc.

Keystone Heights, FL

Brian Puckett

CFP® , CPA/PFS, JD

Align Wealth Management

St. Petersburg, FL

Brian O'Neill

CFP®

Winged Wealth Management and Financial Planning LLC

Niceville, FL

Christopher Dale

CFP®

Life After Grief Financial Planning

Orlando, FL

Pat Green

CFP®

Green Financial Planning

Brooksville, FL

Cheri Franklin

CFP®, AIF®, CRPC®

Clarity Capital Advisors

, FL

Carrie Jones

CFP®

Life Planning Partners, Inc.

Jacksonville, FL

Jorge Soriano

CFP®, EA

Financial Planning For Good

Saint Petersburg, FL

Maria Erickson

CFP®, MBA

Freedom Financial & Business Planning, LLC

Tampa, FL

David Jacoby

CFA, CPA, CFP®

Remote Financial Planner

West Palm Beach, FL

Penny Di Giovanna

CFP®, CDFA®, AAMS®

Financial Planning By Design LLC

Indian Harbour Beach, FL

Leo Nunez

CFP®

Everest Financial Advisors

Cooper City, FL

Daniel Elie

DAGEL Financial, Inc.

Miami, FL

Philip Capell

CFP®, JD, MS in Tax

Piermont Wealth Management Inc.

Boca Raton, FL

Dejan Ilijevski

MS, MBA

SCM Investment Services

Naples, FL

Kevin Sweeney

JD, CFP®

Modera Wealth Management

Inverness, FL

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


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