Fee-Only Financial Planners in Fort Lauderdale, FL

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 Fort Lauderdale, FL:

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

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

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.

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.

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

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.

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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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