Fee-Only Financial Planners in Florida

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Florida:

Ken Hargreaves

CFP®, AIF®, AWMA®, CRPC®

WealthGen Advisors

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

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

Robert Simon

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: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Tax-Aware Investing, Comprehensive Financial Planning

"Our business model is sized to best serve clients with wealth in the range of $2 to $20 million, as big fish in our right-sized pond."

Kevin Sweeney

JD, CFP®

Modera Wealth Management, LLC

Inverness, FL

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

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

Lyn Dippel

CFP®, JD

Bay Point Wealth

Sarasota, FL

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

Serving clients locally and nation wide with offices in greater Annapolis and Columbia, MD

Mike Salmon

CFP®, EA

Moisand Fitzgerald Tamayo, 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

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

James Estep

CFP®, CPPT

Everest Financial Advisors

Cooper City, FL

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

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

Stephen Ahern

CFP®, CPA/PFS, AEP®, MST

Wealth Management Advisors, LLC

Naples, FL

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

Fee-Only Financial Advisor With offices in Tewksbury and Boston, MA as well as Naples, FL. Serving Clients in New England, South Florida and the greater United States

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

Carl von dem Bussche

CFP®, AIF®

Financial Guidance Group, Inc

Palm Harbor, FL

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

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

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

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

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.

Yesenia Realejo

CFP®

Tobias Financial Advisors

Plantation, FL

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

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

I can work with clients anywhere!

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

Phillip 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.

Chris Shoup

CFP®

Southshore Financial Planning

Apollo Beach, 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 Apollo Beach, FL, Tampa, FL and virtually across the country

Curt Stowers

CFP®, PhD, MS

F5 Financial

Venice, FL

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

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

Dennis Packard

CFP®

Align Wealth Management

St. Petersburg, FL

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

Fee Only Financial Planner with Offices in Oklahoma City, OK and St. Petersburg/Tampa, FL and Serving Clients 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, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

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

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

James J. Suazo

ChFC®

Baron Financial Group, LLC

Sarasota, FL

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

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

I can work with clients anywhere!

Scott Snider

CRPC®, CFP®

Paragon Wealth Strategies

Jacksonville, FL

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

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

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

David Frisch

CFP®, CPA, PFS

Frisch Financial Group, Inc.

Tampa, FL

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

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

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 and across the country

Allen A. Osgood

CFP®, MBA

Financial Freedom

Sarasota, FL

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

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

Stephen Kyle

CFP®

River Capital Advisors, L.C.

Jacksonville, FL

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

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

Brian Puckett

CFP® , CPA/PFS, JD

Align Wealth Management

St. Petersburg, FL

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

Ben Jacobs

MS, CFP®, EA, AIF®

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.

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

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

John Ceparano

CPA/PFS, CFP®

Modera Wealth Management, LLC

Inverness, FL

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

Fee-Only financial planner located in Inverness, 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

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

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

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

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.

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

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

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

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.

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.

Michael Koenig

CFP®

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

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

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

Catalina Franco-Cicero

MS, 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

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

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

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

Ron Tamayo

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Retirement Income Planning, Investment Management, Tax Planning

Fee-Only Financial Planner Located in Orlando and serving clients nationwide

Diana Yates

CFP®

Yates Financial Planning

Delray Beach, FL

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

Fee-Only financial planner located in Delray Beach, FL, serving clients in South Florida and virtually across the country.

Laurore Jean Pierre. Esq

Attorney

JP Law and Wealth Advisors PLLC

Maitland, FL

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

The ideal combination of law and finance to help you achieve your goals. A Fee-Only financial planner and estate planning attorney located in Orlando 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

Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City

Charles Fitzgerald

CFP®

Moisand Fitzgerald Tamayo, LLC

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

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, the Oakland NJ office and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"

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 located in Minneapolis, MN, serving clients locally, in Sarasota, FL, 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 Adviser serving Fort Myers, Bonita Springs, & Naples areas

Marc Jimenez

CFA® CFP®

CAM Investor Solutions

Land O Lakes, FL

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

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.

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

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

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

Sarah Contino

CFP®, AAMS®

CAM Investor Solutions

Land O Lakes, FL

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

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

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

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.

Dr. Laura Mattia

Ph.D, MBA, CFP®

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, the Oakland NJ office and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"

Kevin Burkle

CFP®, CSLP®

HCP Wealth Planning

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Cash Flow Analysis, Unbiased Rollover Advice, Student Loan Planning, Tax Planning, College Education Planning

Flat Fee, Advice-Only financial planner. I'll help you create a detailed roadmap for your financial future without requiring you to have me manage your assets.

Alonso Rodriguez

CFP®

Advise Financial

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

Dan Moisand

CFP®

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

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

Fee Only Financial Advisor Serving Melbourne, FL, Orlando, FL and Clients Nationwide

Derrick Chandler

CFP®

Moisand Fitzgerald Tamayo, LLC

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

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.

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.

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

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!"

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 Pennington NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide

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

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 area

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, Short Hills, NJ and Scottsdale, AZ, serving clients locally and across the country

Philip Herzberg

CFP®, CDFA®, CTFA, AEP®, MSF

Team Hewins

Miami, FL

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

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

Charles Johnson

CFP®

Resolute Financial, LLC

North Port, FL

Specialties: Retirement Income Planning, Tax Strategies, Roth Conversions, Preserving Capital

Fee-Only financial planner located in Newburyport, MA and North Port, FL

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

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, the Sarasota office and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"

Ron Heymann, Jr

CFP®, ChFC®, MBA

Davis Capital Management

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

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

Warren Burger

Luminary Financial Advisors

Cocoa Beach, FL

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

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

I can work with clients anywhere!

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

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!

Elayne Pisarik

CFP®, CLU®, ChFC®

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

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.

Andrew Tignanelli

CPA, CFP®

Financial Consulate, Inc.

Fernandina Beach, FL

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

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

Karl Schwartz

CPA, CFP®

Team Hewins

Boca Raton, FL

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

Fee-Only Financial Planner serving clients locally in South Florida and virtually across the country.

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

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

Kevin Lao

CFP®

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

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

Shelby Miller

CFP®

Team Hewins

Boca Raton, FL

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

Fee-Only Financial Planner serving clients locally in South Florida and virtually across the country.

Rachael Grattan

CFP®

Team Hewins

Boca Raton, FL

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

Fee-Only Financial Planner serving clients locally in South Florida and virtually across the country.

Cathy Pareto

CFP®, MBA

Cathy Pareto and Associates

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

Michael Searcy

AIFA®, CFP®, ChFC®

Searcy Financial Services

Naples, FL

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

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

I can work with clients anywhere!

Michelle Ash

MSFS, CFP®

Paragon Wealth Strategies

Jacksonville, FL

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

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

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.

Donald Purtill

CPA, PFS, 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.

Timothy Videnka

CFA®, CFP®

Forza Wealth Management

Sarasota, FL

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

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

I can work with clients anywhere!

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!"

Allen Osgood, Jr.

CFP®, B.S.B.A.

Financial Freedom

Sarasota, FL

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

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

Josh Davis

CFP®

Davis Private Wealth, LLC

Wellington, 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

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

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.

John Bussel

Team Hewins

Miami, FL

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

Fee-Only Financial Advisor serving clients locally in South Florida and virtually across the country.

Philip Capell

CFP®, JD, MS in Tax

Piermont Wealth Management Inc.

Boca Raton, FL

Specialties: Retirement Planning, Investment Management, Comprehensive Financial Planning

Financial Advisor providing retirement and investment solutions with offices located in Melville, Long Island, Manhattan and Boca Raton.

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.

DJ Hunt

CFP®

Moisand Fitzgerald Tamayo, LLC

Melbourne, FL

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

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

Maria Erickson

CFP®, MBA

Freedom Financial & Business Planning, LLC

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategies, Reviews or Management, Tax Planning & Optimization, Landmine Avoidance

Fee Only, Hourly As-Needed, Financial Planner Located in St. Petersburg and Tampa, FL and Serving Clients Nationwide. Investing with me is not a requirement to get planning help!

Sean Gerlin

CFP®, ChFC®, CLU®

Envision Wealth Planners

Maitland, FL

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

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

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.

Elizabeth Barrett

CFP®, AIF®, MA

Sterling Wealth 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 and Serving Clients Nationwide

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

Josh Duncan

CFP®

F5 Financial

Venice, FL

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

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

Eduardo Ramos

CIMA®

Freedom Advisory

Ft Lauderdale, FL

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

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

I can work with clients anywhere!

Deborah Meyer

CFP®, CPA/PFS, CEPA®

WorthyNest

Punta Gorda, FL

Specialties: Comprehensive Financial Planning, Tax Planning, Charitable Giving Strategies, Education Planning, Business Exit Planning,

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

Femi Shote

CFP®, CLU®, ChFC®, AIF®, CKA®

RetireWiseCFP

Orlando, FL

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

Fee-Only Financial Advisor in Northern, VA. Serving Clients Nation Wide

Brian Fricke

CFP®

Financial Management Concepts

Winter Springs, FL

Specialties: Retirement Planning and Coaching, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only Financial Advisor Serving Orlando, FL, Central Florida, and Clients Nationwide

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

Taylor Bauerle

Kairos Private Wealth

Lake Mary, FL

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

Fee-Only financial planner located in Lake Mary, 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.

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.

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.

James Kantowski

CFP®, CPA, PFS

Bay Point Wealth

Sarasota, FL

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

Fee-Only Financial Planner with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL

Charles Zhang

CFP®, CLU®, ChFC®, MBA

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.

Roger Hewins

Team Hewins

Boca Raton, FL

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

Fee-Only Financial Advisor serving clients locally in South Florida and virtually across the country.

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

Daniel Kopp

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

Steven Clark

CFP®, EA

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.

William Hufnell

CFP®, CPA, BBA, MS

Bay Point Wealth

Sarasota, FL

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

Fee-Only Financial Advisor with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL

Nicholas J. Scheibner

CFP®

Baron Financial Group, LLC

Sarasota, FL

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

Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City

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

Douglas Finley

MS, CFP®, AEP®, CDFA®

Finley Wealth Advisors

Estero, FL

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

Finley Wealth Advisors Was Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond.

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

C Garrett Moore

RFC®

Moore Financial Management, Inc.

Bradenton, FL

George Livingston III

Certified Financial Planner

Livingston Financial Planning, Inc.

Santa Rosa Beach, FL

Mike Potter

True Wealth Financial Group

Pensacola, FL

Terry Seaton

Seaton Financial Advisors, LLC

Saint Augustine, FL

Nathaniel Skelly

Financial Pathway LLC

Pensacola, FL

John West III

Spraker Wealth Management, Inc.

Maitland, FL

Joseph Loss

CFP®

Life Planning Partners, Inc.

Jacksonville, FL

Stephen Overstreet

Financial Planning Office of Stephen Overstreet, P.A.

Winter Springs, FL

Stacee Jacobs

Initiate Impact

Miami, FL

Jennifer Sheffler

Marchand Faries Financial Management, Inc.

Jupiter, FL

Andrew Prescott

CFP®

Ocean Breeze Wealth LLC

Fernandina Beach, FL

Judson Mallini

CFP®

Together Planning

Jacksonville, FL

Yerandy Lopez

Wealthshore Capital

Tampa, FL

Barry Katz

MBA, CFP®

Caratel Financial Services, Inc.

Plantation, FL

Brett Caldwell

CFP®

Modera Wealth Management, LLC

Inverness, FL

Leo Nunez

CFP®

Everest Financial Advisors

Cooper City, FL

Carl von dem Bussche Jr

CFP®

Financial Guidance Group, Inc.

Palm Harbor, FL

Stephen Faries

Marchand Faries Financial Management, Inc.

Keystone Heights, FL

Rhonda Holifield

Prosper Financial

Saint Petersburg, FL

Alexandra Demosthenes

CPA/PFS, CFP®

Investment Advisory Professionals, LLC

Boca Raton, FL

Christopher Dale

CFP®

Life After Grief Financial Planning

Orlando, FL

Marie Sardano

KeatsConnelly

Boynton Beach, FL

Jorge Soriano

CFP®, EA

Financial Planning For Good

Saint Petersburg, FL

Dale Van Scoyk

Pinnacle Advisor Solutions

Bonita Springs, FL

Carolyn McClanahan

Life Planning Partners, Inc.

Jacksonville, FL

Patricia Currey

Currey Financial Consulting, LLC

STUART, FL

Brian O'Neill

CFP®

Winged Wealth Management and Financial Planning LLC

Niceville, FL

Steven Van Wie

CFP®

Van Wie Financial

Jacksonville Beach, FL

Guy Bassini

Treasure Coast Financial Planning

Vero Beach, FL

Susan Spraker

Spraker Wealth Management, Inc.

Maitland, FL

Pat Green

CFP®

CGN Advisors, LLC

Brooksville, FL

Carrie Jones

CFP®

Life Planning Partners, Inc.

Jacksonville, FL

Sandy Patrick

Modera Wealth Management, LLC

Inverness, FL

Ray Galkowski

Planwyz Inc.

West Palm Beach, FL

Jonathan Lakso

Allied Capital Group, LLC

Fort Lauderdale, FL

John Martz

Quaestor Financial, LLC

Brooksville, FL

Edgar Collado

Tobias Financial Advisors

Plantation, FL

Anthony Caba

Transition Financial Advisors Group, Inc.

Pompano Beach, FL

Christoph von dem Bussche

Financial Guidance Group, Inc.

Palm Harbor, FL

Tim Utecht

Life Planning Partners, Inc.

Jacksonville, FL

Mary Baldwin

Buckingham Strategic Wealth

Indian Harbour Beach, FL

Brian Terry

Blue Marlin Advisors, LLC

Winter Park, FL

Casey Fulp

Carriage House Planning LLC

Tampa, FL

Demel Gonzalez

Heartwood Financial Services LLC

Sanford, FL

Dejan Ilijevski

MS, MBA

SCM Investment Services

Naples, FL

Alexandria Nichols

Tobias Financial Advisors

Plantation, FL

Steven Bové

Lebrigh Life Planners, LLC

Oldsmar, FL

Jane Marchand

NAPFA

Marchand Faries Financial Management, Inc.

Keystone Heights, FL

Tracy Burke

Conrad Siegel Investment Advisors, Inc.

Naples, FL

Daniel Elie

DAGEL Financial, Inc.

Miami, FL

Kyle Cain

CFP®, CIMA®

Foresight Financial Advisory

Palm Beach Gardens, FL

Edward Schmitzer

CPA/PFS, CFP®

River Capital Advisors, L.C.

Jacksonville, FL

Dottie Bourlier

CFP®

Baldwin & Associates

Indian Harbour Beach, FL

Thomas Lucas

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

John Murphy

Davis Capital Management

Jacksonville, FL

Julie Lawrence

Lawrence Financial Planning, LLC

Tampa, FL

Nate Skelly

Financial Pathway LLC

Pensacola, FL

Adam Rall

Rall Capital Management, Inc.

Rockledge, FL

Tom LeClaire

CFP®, AIF®, CRPS®

Caliber Wealth Advisory

Tampa, FL

David Jacoby

CFA, CPA, CFP®

Remote Financial Planner

West Palm Beach, FL

Todd Sensing

CFA,CFP®,ChSNC®

FamilyVest

Santa Rosa Beach, FL

Forrest Baumhover

CFP®, EA

Lawrence Financial Planning, LLC

Tampa, FL

Bob DePasquale

Initiate Impact

Miami, FL

Anthony Dzielski

Treasure Coast Financial Planning

Vero Beach, FL

Eric Weiss

CFP®, MBA, AIF®, MA

Brightscape Investment Centers

Miami, FL

Troy Davis

Davis Capital Management

Jacksonville, FL

Mitchell Lamoriello

Advus Financial Partners LLC

Lake Mary, FL

Michael Tringali

Fee-Only Financial Advisors, LLC

Beverly Hills, FL

Chris Daunhauer

TrustWell Financial Advisors

Jacksonville, FL

Stephanie Campos

Campos Financial

Miami, FL

Steven Podnos

Wealth Care LLC

Merritt Island, FL

Buddy Farmer

BF Financial Group, LLC

Clearwater Beach, FL

Elaine King

Elaine King, CFP, CDFA

North Miami, FL

Jacquelyn Goldstick

CFP®

Core Wealth Management, Inc.

Jupiter, FL

Patrick Logue

CFP®, CSLP®

Prudent Financial Planning

Naples, FL

Cale Smith

Islamorada Investment Management, LLP

Islamorada, FL

Bobbie Munroe

Supporting Your Choices Inc.

Havana, FL

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

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

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

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


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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