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".
Select a city to refine your search:
- Atlantic Beach, FL
- Boca Raton, FL
- Bonita Springs, FL
- Boynton Beach, FL
- Bradenton, FL
- Cape Canaveral, FL
- Cape Coral, FL
- Clearwater, FL
- Cocoa, FL
- Cocoa Beach, FL
- Coconut Creek, FL
- Cooper City, FL
- Coral Gables, FL
- Coral Springs, FL
- Daytona Beach, FL
- Deerfield Beach, FL
- Deland, FL
- Delray Beach, FL
- Destin, FL
- Estero, FL
- Fernandina Beach, FL
- Fort Lauderdale, FL
- Fort Myers, FL
- Fort Myers Beach, FL
- Gainesville, FL
- Homestead, FL
- Inverness, FL
- Iverness, FL
- Jacksonville, FL
- Jacksonville Beach, FL
- Jupiter, FL
- Key Biscayne, FL
- Key West, FL
- Lake Mary, FL
- Lake Worth, FL
- Lakeland, FL
- Lakewood Ranch, FL
- Land OLakes, FL
Every Florida Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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.
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
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
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
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
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
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.
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.
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
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
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
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
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
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
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
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"
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.
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
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
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
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.
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
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
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
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
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
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!
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
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.
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.
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
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
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
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.
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
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
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.
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
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
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
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
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
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
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
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
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.
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
CFP®, CPA, PFS, JD - Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
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
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
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
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
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
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
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
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."
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
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
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.
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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!"
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
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.
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.
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
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.
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.
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
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
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.
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!"
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
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.
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
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.
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.
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
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
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.
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
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.
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
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
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.
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
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.
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.
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
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.
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
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
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.
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.
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.
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.
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
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
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.
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
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
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
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
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
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
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!
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.
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
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.
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
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.
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
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.
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
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
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.
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
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
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
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.
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.
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.
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
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
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
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"
George Livingston III
Certified Financial Planner
Livingston Financial Planning, Inc.
Santa Rosa Beach, FL
Refine Your Search
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.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
