What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Miami, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Miami, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Coleman Kruse
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.
Karen Altfest
Ph.D., CFP®
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.
Ting Wang
CFP®, CLSP®, MBA
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.
Ross Wolfe
CFP®, MBA
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.
Steven Novack
CPA, CFP®, MBA
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.
Andrew Altfest
CFP®, MBA
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.
Maria Castillo Dominguez
CFP®, EA
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.
Michael Prendergast
CFP®, MBA
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.
Lewis Altfest
CFP®, CPA/PFS, CFA, Ph.D
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.
David Kassir
AAMS™, CMFC®, CBDA
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
David Kressner
CFA, CFP®
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.
Courtney McKenna
CFP®, MBA
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.
Ramsey Young
CFP®
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.
Jake Bartel
CFP®, CDFA®
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.
Eric Nelson
CFP®, CLU®, MBA
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.
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
Trishul Patel
CFP®, MBA
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.
Palak Forbes
MBA
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.
Cale Smith
MBA
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.
Ekta Patel
CFP®, MBA
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.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
