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 Miami, FL:
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.
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Maimi, 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
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
Roger Hewins
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.
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.
Shelby Miller
CFP®
Team Hewins
Miami, 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.
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
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
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.
Rachael Grattan
CFP®
Team Hewins
Miami, 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.
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)
