Fee-Only Financial Advisors in Florida

FirsTrust

Boca Raton, FL

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning

Chris Cannon is a 30+ year veteran in the investment industry, a Chartered Financial Analyst® (CFA®), and Chief Investment Officer on the Independent, Fee-Only FinancialTeam at FirsTrust.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Specializing in comprehensive tax and financial planning tailored specifically for real estate brokers., Providing proactive planning and integrated services to simplify financial management for CRE brokers., Offering expert guidance on S Corp structure setup and optimization for independent contractor brokers., Helping clients minimize self-employment taxes and maximize the Qualified Business Income (QBI) deduction., Delivering customized strategies for cash flow management, asset protection, and long-term financial success., Assisting with retirement plan contributions and tax-efficient investment strategies for real estate professionals., Creating structured processes that reduce surprises and help clients stay focused on income generation., Specializing in financial solutions that address the unique needs and challenges of commercial real estate brokers.

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

JNBA Financial Advisors

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy

We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.

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 first responders locally and across the country

Landmark Wealth Management

Naples, FL

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

Landmark Wealth Management Fee-Only financial planning and investment management firm on Long Island in Melville, New York, serving individuals, families, small business owners, and charitable foundations.

Modera Wealth Management

Plantation, FL

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Elwood & Goetz Wealth Advisory Group

Naples, FL

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

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

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.

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

Off the Clock Financial Planning

Clearwater, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Budgeting & Cashflow, Debt Management, Estate Planning

Flat-Fee financial planning for Mid-Career Professionals and Pre-Retirees looking to gain confidence in their financial decisions. Based in Tampa, FL but serves clients virtually across the country.

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

Modera Wealth Management

Plantation, FL

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

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, Strategies for Philanthropic Giving

Your Vision. Our Solutions. Delivering personalized wealth and asset management for every step of life.

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

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 Naples, FL.

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

Begin your journey to financial success. Our wealth advisors are here to inspire, educate, and prepare you so you can live the life you want.

Moisand Fitzgerald Tamayo, LLC

Fort Myers, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

Zhang Financial

Naples, FL

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

We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.

Benzina Wealth, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Business Planning, Financial Independence (Retirement), Cash Flow Analysis, Investment Management, College Education Planning, Tax Planning, Risk Management (Insurance), Estate Planning, Employee Benefits Optimization

Flat, Fee-Only planner serving clients virtually across the United States. We provide security in knowing how much to SAVE for the future and absence of guilt when you SPEND on things you love today.

Eppes Wealth Management, LLC

Satellite Beach, FL

Specialties: Comprehensive Financial Planning, Private Wealth Management, Retirement Income Planning, Investment Management, College Education Planning, Ongoing Tax Strategy, Estate Planning, Investing, Small Business Owners

Eppes Wealth Management is an independent, fee-only fiduciary financial advisory firm. Located in Satellite Beach, Florida, we help people seeking personal, sophisticated, and careful wealth management.

Inclinevest Wealth Management

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, We consider everything that matters, We help you understand where you stand and what to do next, We look at the full picture and help you make informed financial decisions, Estate & Legacy Planning, Major decisions

Fee-only wealth management for multigenerational families, executives, and business owners. Comprehensive financial planning, tax-efficient investing, and generational wealth transfer.

Financial Life Designs LLC

Lake Mary, FL

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

Fee Only Financial Planner Serving the Entire Orlando, FL Area

Financial Life Designs LLC

Lake Mary, FL

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

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

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Sterling Wealth Advisors®

Plantation, FL

Specialties: Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Retirement Planning, Education Planning, Estate Planning, Business Succession Planning, Legacy Planning, Retirement Income Management, Social Security Planning, Tax Planning, Wealth Management

A Holistic Approach to Peace of Mind & Lasting Legacy | Fee Only Financial Planner Located in Plantation, FL and Serving Clients Nationwide

Waverly Advisors

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

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

Southernmost Advisors

Key West, FL

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

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

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

Elwood & Goetz Wealth Advisory Group

Naples, FL

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

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Moore Financial Management, Inc.

Bradenton, FL

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

Less of a stuffy financial advisor. More of a friendly guide for your investments & retirement planning. A financial advisor & Certified Financial Planner ® in Bradenton, FL.

Moisand Fitzgerald Tamayo, LLC

Boca Raton, FL

Specialties: Tax Planning and Advice specific to your family, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Investment Management, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches, “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Assuring the less financially inclined spouse in your household is well served if widowed

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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, Strategies for Philanthropic Giving

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

Elwood & Goetz Wealth Advisory Group

Naples, FL

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

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

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.

Local Wealth Advisors

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Stock Options & Restricted Stock, Strategic Tax Planning, Estate Planning, 401(k) & Business Solutions, FRS - Florida Retirement System

Flat-Fee , Fee-Only Certified Financial Planner® Professional located in Naples, FL. Helping you prepare for, transition into, and live well in retirement. Serving families in Southwest Florida and nationwide.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

WealthGen Advisors

Lakewood Ranch, 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

Oasis Wealth Planning Advisors, LLC

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 Tennessee, Alabama, Florida, Georgia, California, and the Mid-Atlantic region with in-person or virtual meetings.

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

Purposeful Money

Naples, FL

Specialties: Comprehensive Financial Planning, Comprehensive Retirement Planning, Investment Management, College Education Planning, Tax Planning & Preparation, Social Security & Medicare Guidance, Insurance Review & Estate Planning Guidance, Retirement Refocus Workshops

Fee-Only Financial Planner Helping Women Step Into Retirement with Confidence and Clarity

Modera Wealth Management

Inverness, FL

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Savant Wealth Management

Satellite Beach, FL

Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

Baron Financial Group, LLC

Sarasota, FL

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

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

Elwood & Goetz Wealth Advisory Group

Naples, FL

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

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

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

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

Sherman Wealth Management

Palm Beach Gardens, FL

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

Life is Complicated. Your Finances Don’t Have to Be. Sherman Wealth Management offers a personalized experience that ensures you are more empowered and equipped for the future.

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.

Grand Life Financial

Stuart, FL

Specialties: Comprehensive Financial Planning, Tax Planning, Business Owner Consulting, Retirement Income Planning, Investing

Fee-only, fiduciary wealth advisor and financial planner serving high-net-worth clients nationwide.

JNBA Financial Advisors

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy

We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

Begin your journey to financial success. Our wealth advisors are here to inspire, educate, and prepare you so you can live the life you want.

FirsTrust

Boca Raton, FL

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning

Brian Sirota, a Certified Financial Planner®, Chartered Financial Consultant®, and MBA, leverages his extensive education and expertise to deliver comprehensive wealth management through the FirsTrust FinancialTeam of specialists.

SAX Wealth Advisors

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Modera Wealth Management

Plantation, FL

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

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

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

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, Strategies for Philanthropic Giving

Your Vision. Our Solutions. Delivering personalized wealth and asset management for every step of life.

Create Wealth Financial Planning, 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

Bastion Fiduciary

Islamorada, FL

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

We are a fee-only, fiduciary financial firm founded by veteran military officers, committed to disciplined processes, personal integrity, and transparent client relationships.

EP Wealth Advisors

Venice, FL

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

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

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

Begin your journey to financial success. Our wealth advisors are here to inspire, educate, and prepare you so you can live the life you want.

Oasis Wealth Planning Advisors, LLC

Lake Mary, 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 throughout the Southeast including Nashville/Knoxville, Atlanta, Tampa/Orlando, and Louisville, and beyond through in-person and video conferencing.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

FirsTrust, LLC

Boca Raton, FL

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning

Mike Koenig is a CFP® professional and Juris Master of Law with 40 years of experience in the financial service industry, providing comprehensive wealth management services through the FirsTrust FinancialTeam of specialists.

Everest Financial Advisors

Cooper City, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, DROP Account Management, Social Security Planning & Integration, Deferred Compensation Planning

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

MADE Financial Design

Land O' Lakes, FL

Specialties: Comprehensive Financial Planning, Financial Education , Retirement Income Planning & Social Security Analysis, FIRE (Financial Independence/Retire Early), Travel Rewards Program Navigation, Charitable Giving, Estate & Tax Planning

Passionate about helping clients pursue financial independence and early retirement. Fee-Only financial planner located in Land O' Lakes, FL, serving clients locally and across the country.

Investing Forever Advisory

Port St. Lucie, 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 Port St. Lucie, Florida serving clients locally and across the country.

Oasis Wealth Planning Advisors, LLC

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security & Pension Analysis, Executive Compensation

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Tampa (FL), Philadelphia (PA) and beyond through in-person and video conferencing.

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.

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

Begin your journey to financial success. Our wealth advisors are here to inspire, educate, and prepare you so you can live the life you want.

Caliber Wealth Advisory

Tampa, FL

Specialties: Tax Planning, Investment Management, Peace of Mind, Multiple Advisor Coordinations (Legal, Tax, Specialty), Retirement Planning, Relationship Continuity

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

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

LodeStar Advisory Group, LLC

Naples, FL

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

Owner of an independent RIA in Naples, FL with 30+ years of experience. Helping clients build resilient portfolios and financial plans through innovative investment and planning strategies designed to navigate volatility with greater confidence.

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.

Strivus Wealth Partners

Jacksonville Beach, FL

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

We are independent, fee-only, CERTIFIED FINANCIAL PLANNER® (CFP®) professionals serving clients across the United States from Jacksonville Beach, Florida.

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 to $3000, over the course of three to four meetings, I'll help you create and implement a comprehensive plan for early retirement. I'll also provide free ongoing access to my planning software.

Imagine Financial Security

Jacksonville, FL

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

We serve folks over 50 who have saved at least $1mm+ for retirement and want to maximize retirement spending, minimize their lifetime tax bill, and worry less about the financial markets.

Loftus Wealth Strategies

Ponte Vedra, FL

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

Start Your Path to a Confident Retirement. Fee-Only financial planner located in Bethany Beach, DE and Ponte Vedra, FL, serving clients locally and across the country.

Moisand Fitzgerald Tamayo, LLC

Boca Raton, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

My team and I specialize in serving professionals working in and retiring from the aero-space and defense industries. We work with select families nationwide from our 11 Florida locations and our Dallas, TX office.

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

Zhang Financial

Naples, FL

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

We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.

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

LVM Capital Management, LTD.

Naples, FL

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

We build customized investment portfolio's for HNW families and small business owners and provide intelligent strategies to help them to reduce income taxes and better meet their long term financial goals.

Moisand Fitzgerald Tamayo, LLC

Melbourne, FL

Specialties: Retirement Planning, Cash Flow Through Retirement, Tax Planning, Investment Management, Asset Protection, Pre-Retirement Decisions (Rollover, Pension, Social Security)

Dan has been featured as one of America’s top financial planners by at least 10 financial planning publications and is a recognized leader in the financial planning profession. He works primarily with retirees and near retirees.

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.

Fortitude Financial Planning

Land O' Lakes, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Prep, Equity Compensation

Flat Fee and Tax Focused - We specialize in comprehensive financial planning, investment management, and tax preparation for tech professionals, business owners, healthcare professionals, and retirees.

WELLth Financial Planning

Palm Beach Gardens, FL

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

Empowering Your Financial Future: Expert Investment, Tax Reduction, and Retirement Planning with Transparent Flat Fee Services

Newell Wealth Management

Winter Garden, FL

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

F5 Financial

Venice, FL

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

F5 Financial is a fee-only financial advisory firm that takes a holistic approach to financial planning, personal goals, and behavioral change.

Valoria Wealth Management

Miami, FL

Specialties: RSUs, ESPPs, ISOs, NQSOs, Tax Planning, Investment Management, Estate Planning, College Education Planning, Charitable Giving Planning, Risk Management and Insurance Planning, Lifestyle changes

Financial planning and equity compensation strategies for women in tech. I help simplify RSUs, ESPPs, ISOs, NQSOs and tax questions so women can build long-term wealth. I work with clients virtually nationwide.

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

Krehbiel Financial LLC

Satellite Beach, FL

Specialties: Comprehensive Financial Planning, Tax Minimization, Cash Flow / Budgeting, Investment Management, Retirement Planning, College Funding, Retirement Income Strategies, One-time consultation

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

Modera Wealth Management

Inverness, FL

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disability and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Modera Wealth Management has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only financial advisory firms.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

SAX Wealth Advisors

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Approach Retirement Advisors, LLC

Pensacola, FL

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

Phil Walker is located in Pensacola, Florida. Approach Retirement Advisors strives to deliver smart planning, tax-efficient investing, and lifelong confidence. We don’t offer limited-scope services — just full-service solutions.

Water Street Wealth Management

St. Petersburg, FL

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

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

CAM Investor Solutions

Wesley Chapel, FL

Specialties: Comprehensive Financial Planning, How to plan for retirement income, Investment Management, Tax Planning, Stock option strategy, College Education Planning

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

Total Financial Planning, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Federal Employees Retirement System (FERS), Investment Management, Tax Planning

Fiduciary. Fee-Only. Hourly. Trust. Safety. Integrity. Service. Expertise to Rewrite your Future.

Baron Financial Group

Sarasota, FL

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Guiding you toward financial security through fee-only, fiduciary financial advice and investment management. Offices in Fair Lawn, NJ and Sarasota, FL - serving clients across the country.

FirsTrust

Boca Raton, FL

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning

Elayne Pisarik, a Certified Financial Planner®, Chartered Financial Consultant®, and Master of Taxation with over 30 years of experience, provides comprehensive wealth management through the FirsTrust FinancialTeam of specialists.

F5 Financial

Venice, FL

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

F5 Financial is a fee-only financial advisory firm that takes a holistic approach to financial planning, personal goals, and behavioral change.

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

Partnership Financial LLC

Orlando, FL

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

Exceptional Service, Every Client Proudly serving businesses, individuals & families since 1996.

Luminary Financial Advisors

Cocoa Beach, FL

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

Flat-fee financial planning for pre-retirees and Space Coast employees. Based in Cocoa Beach, Florida, serving clients locally and nationwide.

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

At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.

Elwood & Goetz Wealth Advisory Group

Naples, FL

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

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

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

Baron Financial Group, LLC

Sarasota, FL

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

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

Landmark Wealth Management

Naples, FL

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

Landmark Wealth Management Fee-Only financial planning and investment management firm on Long Island in Melville, New York, serving individuals, families, small business owners, and charitable foundations.

Kaul Financial Solutions, LLC

Satellite Beach, FL

Specialties: Tax Planning and Prep, Financial Planning, Retirement Planning, Special Needs Planning, Education Planning, Investment Portfolio and Rebalance

As an advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me.

Smith Bruer

Tallahassee, FL

Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning

You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.

Birchcreek Wealth Management

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Collaborative Divorce Planning, Workplace Retirement Plan 401k Advisory Services, College Education Planning, Tax Planning

We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.

Tobias Financial Advisors

Plantation, FL

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

Begin your journey to financial success. Our wealth advisors are here to inspire, educate, and prepare you so you can live the life you want.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

JNBA Financial Advisors

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy

We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

Begin your journey to financial success. Our wealth advisors are here to inspire, educate, and prepare you so you can live the life you want.

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

King Tide Advisors

Palm City, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Life Insurance Analysis, Family Transition Planning, Long-Term Care Analysis and Planning, Divorce Financial Planning, Federal (GS) Retirement Planning

King Tide Advisors is a full-service financial planning firm dedicated to helping individuals, families, and business owners achieve financial security.

JNBA Financial Advisors

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy

We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.

Instar Financial Planning, LLC

Venice, FL

Specialties: Comprehensive Financial Planning, Retirement Income and Social Security Planning, Cash Flow and Debt Management, Investment Analysis, Student Loan Planning, Tax Planning, Estate Planning

Fee-Only financial planner located in Venice, FL serving military veterans and federal civilians locally and across the country

Prudent Financial Planning

Naples, FL

Specialties: Student Loan Analysis, College Education Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Benefits and Insurance Review

Guiding Women towards financial freedom. Fee-Only Financial Planner in Naples, FL.

Forza Wealth Management

Sarasota, FL

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

Forza Wealth Management, a Sarasota-based fiduciary advisor, provides fee-only investment management for clients with portfolios over $1 million. Their boutique approach delivers customized solutions for high-net-worth individuals in Florida.

Bastion Fiduciary

Islamorada, FL

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

We are a fee-only, fiduciary financial firm founded by veteran military officers, committed to disciplined processes, personal integrity, and transparent client relationships.

Macke Financial Advisory Group

Fort Myers, FL

Specialties: Comprehensive Financial Planning, Investment Management, Risk Management, Psychology of Money, Financial Literacy

Husband and Father of 4. Director of Financial Planning for Macke Financial Advisory Group - an independent RIA based in Fort Myers, FL with $165 Million under management.

Clarity Financial Design LLC

Sarasota, 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.

Florida Financial Planning

Winter Garden, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategy, Tax Planning, Risk Management, Estate Planning, Cash Flow & Debt Management

Fiduciary Financial Advisor in Orlando, FL for Pre-Retirees & Retirees

Smith Bruer

Tallahassee, FL

Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning

You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.

Forza Wealth Management

Sarasota, FL

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

Fee-only fiduciary financial planning and investment management for families with $1M+ in investable assets. Based in Sarasota, Florida, serving clients locally and across the country.

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

Parable Wealth Advisors

Atlantic Beach, 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.

Holly Donaldson Financial Planning, LLC

Gainesville, FL

Specialties: Retirement Income Planning, Planning for Fellow Professionals, Advice-Only, Tax Planning, Second Opinion Project, Investment Advice

Advice-only financial planner in Gainesville, Florida serving clients throughout the U.S. As-needed projects and hourly planning without ongoing fees.

BayView Financial Planning

Tampa, FL

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

My mission is to guide & empower women, widows, & military-connected families to invest in their own future financial security through the tides of life. I offer financial planning for a flat fee. Investment management may be added at an add'l fee.

Manna Wealth Management

Miami, FL

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

David Kassir - 30 years as a Fiduciary Financial Advisor. Manna Wealth Management: Celebrating 64 years

JNBA Financial Advisors

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy

We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.

JNBA Financial Advisors

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Investment Management, Charitable Giving, Liquidity Events, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy

We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.

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, Strategies for Philanthropic Giving

Your Vision. Our Solutions. Delivering personalized wealth and asset management for every step of life.

Parker Financial Planning, LLC

Bradenton, FL

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

Parker Financial Planning is an independent, fee-only advisory firm. Our pledge is qualified, private advisory services with transparent pricing.

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 serving high-income families, business owners, and commercial real estate executives in Central Florida and nationwide.

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

Altfest Personal Wealth Management

Miami, FL

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

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.

Falcon Wealth Planning, Inc.

Miami, FL

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

Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.

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.

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

CooksonPeirce Wealth Management

Naples, FL

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

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

SAX Wealth Advisors

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

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

Livingston Financial Planning

Santa Rosa Beach, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Education Planning, Tax Planning, Investment Management, Insurance Analysis, Estate Planning

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country. Hourly Planning & Flat-Fee Investment Management.

Advise Financial

Boca Raton, FL

Specialties: Roth Conversions & RMDs, Tax Optimization, Retirement Income Planning, Estate Planning, Fiduciary , Fee-Only Advisory, Investment Management, Risk Management, Financial Planning, SEP IRA / 401(k) , Hourly Financial Planning

Fee-Only - Hourly financial planner located in Boca Raton, Palm Beach County, Florida, Serving clients in Florida and nationwide

Moisand Fitzgerald Tamayo, LLC

Daytona Beach, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches, Analyzing company benefits, Opening investment accounts and putting your cash to work

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

Tobias Financial Advisors

Plantation, FL

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

Begin your journey to financial success. Our wealth advisors are here to inspire, educate, and prepare you so you can live the life you want.

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

JNBA Financial Advisors

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy

We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.

Strivus Wealth Partners

Jacksonville Beach, FL

Kris Lewicki & Associates, LLC

Coral Springs, FL

Lawrence Financial Planning, LLC

Tampa, FL

Together Planning

Jacksonville, FL

Financial Freedom

Sarasota, FL

Mainstay Capital

Lakeland, FL

Paradox Financial

Montverde, FL

Freedom Financial & Business Planning, LLC

Tampa, FL

Financial Planning By Design LLC

Indian Harbour Beach, FL

Kinetic Financial LLC

Pensacola, FL

Dream Financial Planning, LLC

Miami, FL

Kairos Private Wealth

Deland, FL

Rise Financial Partners LLC

Sarasota, FL

Winged Wealth Management and Financial Planning LLC

Niceville, FL

MarketStrats

Cape Coral, FL

Altrius Capital Management

Pensacola, FL

Mariaca Wealth Management, LLC.

Wellington, FL

Wise Stewardship Financial Planning, LLC

Sarasota, FL

Davis Capital Management

Jacksonville, FL

WorthyNest

Punta Gorda, FL

Trimon Capital Management

Lakewood Ranch, FL

Financial Pathway LLC

San Antonio, FL

Mutual Trust Advisory Group

Estero, FL

Clarity Capital Advisors

, FL

Financial Journey LLC

Pensacola, FL

Marchand Faries Financial Management, Inc.

Keystone Heights, FL

Financial Consulate

Fernandina Beach, FL

Life After Grief Financial Planning

Orlando, FL

Ocean Breeze Wealth LLC

Fernandina Beach, FL

Remote Financial Planner

West Palm Beach, FL

Financial Guidance Group, Inc.

Palm Harbor, FL

FamilyVest

Destin, FL

Core Wealth Management, Inc.

Jupiter, FL

Destiny Capital

Jupiter, FL

JP Law and Wealth Advisors PLLC

Maitland, FL

Life Planning Partners, Inc.

Jacksonville, FL

Marchand Faries Financial Management, Inc.

Jupiter, FL

Financial Guidance Group, Inc.

Palm Harbor, FL

Investment Advisory Professionals, LLC

Boca Raton, FL

Brightscape Investment Centers

Miami, FL

Off the Bay Wealth

Tampa, FL