Fee-Only Financial Planners in Sarasota, 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 Sarasota, FL:

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

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"

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

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

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

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

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

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

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

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

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.

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"

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

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

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

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

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"

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

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

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.

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

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

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

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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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