Fee-Only Financial Advisors in Florida

Moisand Fitzgerald Tamayo, LLC

Boca Raton, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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!

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

SAX Wealth Advisors

Jacksonville, FL

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

For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Parable Wealth Advisors

St. Augustine, FL

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

Parable exists to be a faithful steward of all that is entrusted to us to the betterment of clients and their families.

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.

Finley Wealth Advisors

Estero, FL

Specialties: Wealth Management, Wealth Protection, Tax Planning, Retirement Tax Planning, Investment Management, Wealth Transfer, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Cash Management Strategies

Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, purposefully designed for the Middle-Class Millionaire, with $2 to $20 million of wealth, as big fish in our right-sized pond.

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.

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

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 and Scottsdale, AZ, serving clients locally and across the country

Everest Financial Advisors

Cooper City, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Pensions, Defined Benefit Pensions

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

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.

Waverly Advisors

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Mitigation Strategies, Business Succession and Continuation Planning, Equity Compensation Planning, Planning for Chronic Illness, Charitable Giving, The ‘Exceptional’ Life Planning Process – planning for a loved one with special needs

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

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.

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

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, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

Family First Financial Planning

Stuart, FL

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

Plan smart. Live well. This is what I strive for all of my clients whether just starting out or enjoying retirement. I advise clients on an hourly fee basis in Georgia and Florida, and where allowed in other states.

High Mountain Financial Planning

Fort Myers, FL

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

High Mountain Financial Planning is a Fee-Only financial planner in Fort Myers serving clients virtually both in the Lee county area and across the U.S.

Trimon Capital Management

Lakewood Ranch, FL

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

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

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

Searcy Financial Services

Naples, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Generational Planning, Employer-Sponsored Retirement Plans, Business/Practice Consulting

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

Spark Wealth Advisors

Jacksonville, FL

Specialties: Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk Management, Estate Planning, Cash Flow Planning

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

Grand Life Financial

Stuart, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Advance Care & Long-Term Care Planning, Investing

Fee-only, fiduciary financial planner and wealth manager serving clients nationwide.

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

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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

HCP Wealth Planning

Jacksonville, FL

Specialties: Early Retirement Planning, Tax Planning, Retirement Income Planning, Unbiased Rollover Advice, Cash Flow Analysis

For a simple, all-inclusive fee of $2400, over the course of three to four meetings, I'll help you create and implement a comprehensive plan for early retirement

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.

Baron Financial Group

Sarasota, FL

Specialties: Financial Life Management, Retirement Income Planning, Investment Management, Special Needs Planning, Holistic Financial Planning

Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.

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

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

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

Cassandra Smalley Wealth Management

St. Petersburg, FL

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

Fee-Only financial advisor serving clients locally and across the country from St. Petersburg, FL

SAX Wealth Advisors

Jacksonville, FL

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

For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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

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.

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

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

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

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

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

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, and West Palm Beach area.

BayView Financial Planning

Tampa, FL

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

Guiding you to invest in your own future financial security through the tides of life.

Frisch Financial Group, Inc.

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

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

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

Moran Wealth Management®

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Life Insurance Advisory, Asset Protection Strategies, Investment Planning Strategies, Estate Planning, Strategies for Philanthropic Giving

Fee-Only wealth management firm located in Naples, FL, serving clients locally and across the country

WealthGen Advisors

Sarasota, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Estate Planning, Risk Management Services, Advance Planning for Business Owners

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

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

Frisch Financial Group, Inc.

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

Fee-Only financial planner located in Melville, NY, serving clients locally and across the country

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

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

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

Parker Financial Planning, LLC

Bradenton, FL

Specialties: Personal Financial Planning & Consulting, Retirement Planning & Wealth Management, Investment Selection and Asset Allocation, Wealth and Income Management for retirees

Fee-Only Certified Financial Planner™, Registered Investment Advisor and Ramsey Financial Coach

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.

Financial Guidance Group, Inc

Palm Harbor, FL

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

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

Mutual Trust Advisory Group

Estero, FL

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

Fee-Only financial planner located in Estero, FL, serving near-retirees, retirees and surviving spouses in Lee and Collier county

Sterling Wealth Advisors®

Plantation, FL

Specialties: Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Business Succession Planning, Legacy Planning, Life Planning, Retirement Income Management, Risk Management, Social Security Planning, Tax Planning, Wealth Management

Fee Only Financial Planner Located in Plantation, FL and Serving Clients Nationwide

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.

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.

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

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

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

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

F5 Financial

Venice, FL

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

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

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

Elwood & Goetz Wealth Advisory Group

Naples, FL

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Elwood & Goetz Wealth Advisory Group

Naples, FL

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

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.

Islamorada Investment Management

Islamorada, FL

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

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

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.

Newell Wealth Management

Winter Garden, FL

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

Fee-Only financial planner located in Winter Garden, FL, serving clients locally in the greater Orlando, FL area face to face and across the country virtually.

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

Frisch Financial Group, Inc.

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

Fee-Only financial planner located in Melville, NY, serving clients locally and across the country

Moisand Fitzgerald Tamayo, LLC

Mebourne, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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

Moran Wealth Management®

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Life Insurance Advisory, Asset Protection Strategies, Investment Planning Strategies, Estate Planning, Strategies for Philanthropic Giving

Fee-Only wealth management firm located in Naples, FL, serving clients locally and across the country

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.

Mariaca Wealth Management, LLC.

Lake Worth, FL

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

We specialize in helping you plan & live your ideal retirement. Based in Palm Beach County, FL serving clients locally and across the country.

Waverly Advisors

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

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

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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

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 serving clients in Minneapolis, Sarasota and across the country.

Advise Financial

Coral Gables, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Risk Management, SEP IRA / 401 (k) for Businesses

Fee-Only - Hourly financial planner located in Boca Raton, FL, serving clients in Florida, California and Texas.

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

Tao Financial

Orlando, FL

Specialties: Investment Management, Comprehensive Financial Planning, Tax & Estate Planning Strategies, Retirement Income Planning, Business Financial Planning, Custom 401(k) and Pension Plans, Business Exit Planning, Executive Deferred Compensation Plans

Fee-Only financial planner located in Orlando, FL, serving clients across the country

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

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

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.

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, FL, serving clients locally and across the country

F5 Financial

Venice, FL

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

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

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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

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

Caliber Wealth Advisory

Tampa, FL

Specialties: Retirement Planning, Wealth Management for Women, Retirement Plans - 401(k), 403(b), IRA

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

Modera Wealth Management

Inverness, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Savings, Insurance Planning, Estate & Trust Planning

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

CAM Investor Solutions

Wesley Chapel, FL

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

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

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

Everest Financial Advisors

Cooper City, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, DROP Account Management, Social Security Planning & Integration, Deferred Compensation Planning

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

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

Elwood & Goetz Wealth Advisory Group

Naples, FL

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

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

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

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

Krehbiel Financial LLC

Satellite Beach, FL

Specialties: Comprehensive Financial Planning, Tax Minimization, Cash Flow / Budgeting, Investment Management, Retirement Planning, College Funding, Retirement Income Strategies, One-time consultation

Located in Satellite Beach, FL, serving clients in Melbourne, Brevard County and across the country

Moran Wealth Management®

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Life Insurance Advisory, Asset Protection Strategies, Investment Planning Strategies, Estate Planning, Strategies for Philanthropic Giving

Fee-Only wealth management firm located in Naples, FL, serving clients locally and across the country

SAX Wealth Advisors

Jacksonville, FL

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

For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Davis Private Wealth, LLC

Royal Palm Beach, 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

Best Life Financial Planning

Naples, FL

Specialties: Comprehensive Financial Planning, Guiding your (non-financial) spouse or partner on finances, Planning for the unexpected, Tax-efficient investing, Withdrawal strategies, Wealth Transfer, Wealth Protection, Charitable Giving

Discover How Best Life Financial Planning Turns Your Financial Dreams into Reality. Fee-Only Financial Advisor Serving Clients Across the Country.

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

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

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.

Southshore Financial Planning

Tampa, 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 Tampa, FL and virtually across the country

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

Moran Wealth Management®

Naples, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Life Insurance Advisory, Asset Protection Strategies, Investment Planning Strategies, Estate Planning, Strategies for Philanthropic Giving

Fee-Only wealth management firm located in Naples, FL, serving clients locally and across the country

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

Tobias Financial Advisors

Plantation, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax, Estate, and Legacy Planning, Risk Management, Pre and Post-Divorce Planning, Exit Planning, Retirement Plan Advisory

Begin your journey to financial success. Our wealth advisors are here to inspire, educate, and prepare you so you can live the life you want.

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.

Finley Wealth Advisors

Estero, FL

Specialties: Wealth Management, Wealth Protection, Tax Planning, Retirement Tax Planning, Investment Management, Wealth Transfer, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Cash Management Strategies

Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, purposefully designed for the Middle-Class Millionaire, with $2 to $20 million of wealth, as big fish in our right-sized pond.

SAX Wealth Advisors

Jacksonville, FL

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

For more than 60 years, Sax has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Campbell Financial Partners

Fort Myers, FL

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

Fee-Only Financial Planner serving Fort Myers, Bonita Springs, & Naples areas

Imagine Financial Security

Jacksonville, FL

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

We serve folks over 50 who have saved at least $1mm+ for retirement and want to maximize retirement spending, minimize their lifetime tax bill, and worry less about the financial markets.

Azzendo Wealth Advisors

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

Porter Wealth Management, LLC

Tampa, FL

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

Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create

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.

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

Moisand Fitzgerald Tamayo, LLC

West Palm Beach, FL

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

CAM Investor Solutions

Wesley Chapel, FL

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

Valoria Wealth Management

Miami, FL

Specialties: Net Worth and Income Development, Tax Planning, Retirement Income Planning and Lifestyle Flexibility, Estate Planning, Investment Management, College Education Planning, Charitable Giving Planning, Risk Management and Insurance Planning, RSUs and other equity compensation, Lifestyle changes

Are you a professional woman looking to take control of your financial future? At Valoria Wealth Management, we specialize in helping women like you create, grow, and manage wealth on your terms. I work with clients virtually nationwide.

Envision Wealth Planners

Maitland, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Efficiency and Planning, Private Equity Investing, Estate Planning

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

Sherman Wealth Management

Palm Beach Gardens, FL

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

We are changing stigmas, improving mindsets, imparting knowledge – around the concept of money and the financial industry – because we aim to empower each and every one of our clients, so that they are set up for personal success. It’s our calling.

Benzina Wealth, LLC

Sarasota, FL

Together Planning

Jacksonville, FL

Life After Grief Financial Planning

Orlando, FL

Financial Guidance Group, Inc.

Palm Harbor, FL

Tobias Financial Advisors

Plantation, FL

Financial Consulate

Fernandina Beach, FL

Marchand Faries Financial Management, Inc.

Jupiter, FL

Prudent Financial Planning

Naples, FL

Align Wealth Management

St. Petersburg, FL

Davis Capital Management

Jacksonville, FL

Brightscape Investment Centers

Miami, FL

Eppes Wealth Management, LLC

Satellite Beach, FL

JP Law and Wealth Advisors PLLC

Maitland, FL

Blue Tree Financial

Winter Park, FL

Paradox Financial

Montverde, FL

DAGEL Financial, Inc.

Miami, FL

Davis Capital Management

Jacksonville, FL

FamilyVest

Destin, FL

Wise Stewardship Financial Planning, LLC

Sarasota, FL

Lawrence Financial Planning, LLC

Tampa, FL

Kairos Private Wealth

Lake Mary, FL

Ballast Point Financial Planning, LLC

Orlando, FL

Remote Financial Planner

West Palm Beach, FL

Team Hewins

Miami, FL

Core Wealth Management, Inc.

Jupiter, FL

Mainstay Capital

Middleburg, FL

Clarity Capital Advisors

, FL

Financial Pathway LLC

San Antonio, FL

Piermont Wealth Management Inc.

Boca Raton, FL

Marchand Faries Financial Management, Inc.

Keystone Heights, FL

Together Planning

Gainesville, FL

Dream Financial Planning, LLC

Miami, FL

Financial Planning For Good

Saint Petersburg, FL

SCM Investment Services

Naples, FL

Green Financial Planning

Brooksville, FL

Altrius Capital Management

Pensacola, FL

Align Wealth Management

St. Petersburg, FL

Macke Financial Advisory Group

Fort Myers, FL

MarketStrats

Cape Coral, FL

Ocean Breeze Wealth LLC

Fernandina Beach, FL

Financial Freedom

Sarasota, FL

Investment Advisory Professionals, LLC

Boca Raton, FL

Financial Guidance Group, Inc.

Palm Harbor, FL

Winged Wealth Management and Financial Planning LLC

Niceville, FL

Team Hewins

Boca Raton, FL

Financial Planning By Design LLC

Indian Harbour Beach, FL

Freedom Financial & Business Planning, LLC

Tampa, FL

Life Planning Partners, Inc.

Jacksonville, FL