Fee-Only Financial Advisors in Florida

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.

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

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.

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

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.

King Tide Advisors

Palm City, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Life Insurance Analysis, Family Transition Planning, Long-Term Care Analysis and Planning, Divorce Financial Planning, Federal (GS) Retirement Planning

Fee-Only financial planner located in Palm City, 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

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.

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.

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

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

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.

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

Smith Bruer Advisors

Tallahassee, FL

Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning

You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.

Moore Financial Management, Inc.

Bradenton, FL

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

Less of a stuffy financial advisor. More of a friendly guide for your investments & retirement planning. A financial advisor & Certified Financial Planner ® in Bradenton, FL.

Finley Wealth Advisors

Naples, FL

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

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.

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

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

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.

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.

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

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

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.

Benzina Wealth, LLC

Sarasota, FL

Specialties: Comprehensive Financial Planning, Business Planning, Financial Independence (Retirement), Cash Flow Analysis, Investment Management, College Education Planning, Tax Planning, Risk Management (Insurance), Estate Planning, Employee Benefits Optimization

Flat, Fee-Only planner serving clients virtually across the United States. We provide security in knowing how much to SAVE for the future and absence of guilt when you SPEND on things you love today.

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

Partnership Financial LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Equity Compensation, Charitable Giving Strategies

Exceptional Service, Every Client Proudly serving businesses, individuals & families since 1996.

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

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

Luminary Financial Advisors

Cocoa Beach, FL

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

Based in Cocoa Beach in Florida’s Space Coast, we’re an independent, experienced financial guide committed to offering the personalized attention needed to help reach & conquer life’s next steps.

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

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

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

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

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!

BayView Financial Planning

Tampa, FL

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

My mission is to guide & empower women, widows, & military/veteran families to invest in their own future financial security through the tides of life. I do not have a minimum asset requirement, & I charge a flat hourly, project or subscription fee.

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

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.

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

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.

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

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

Dan has been featured as one of America’s top financial planners by at least 10 financial planning publications and is a recognized leader in the financial planning profession. He works primarily with retirees and near retirees.

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.

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.

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

At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.

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

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

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

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.

Retter Capital Management

Melbourne, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Insurance Needs Analysis, Tax Planning, Financial Behavior Coaching, Business Retirement Plan Design, Estate & Legacy Planning

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

Strivus Wealth Partners

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

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.

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

Owner/Principal, Sr. Client Advisor & Financial Planner, Investment Advisor Representative

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.

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

SAX Wealth Advisors

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 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

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

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.

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.

Modera Wealth Management

Inverness, FL

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

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

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.

Advise Financial

Boca Raton, 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, Palm Beach County, Florida, Serving clients in Florida and nationwide

Freedom Advisory

Ft Lauderdale, FL

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

Freedom Advisory® is a fiduciary, fee-only independent advisory firm, serving clients nationwide with offices in Fort Lauderdale, FL & San Juan, PR.

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

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.

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

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

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

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.

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

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

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

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

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

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.

EP Wealth Advisors

Venice, FL

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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.

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

Orlando, FL

Specialties: Specializing in comprehensive tax and financial planning tailored specifically for real estate brokers., Providing proactive planning and integrated services to simplify financial management for CRE brokers., Offering expert guidance on S Corp structure setup and optimization for independent contractor brokers., Helping clients minimize self-employment taxes and maximize the Qualified Business Income (QBI) deduction., Delivering customized strategies for cash flow management, asset protection, and long-term financial success., Assisting with retirement plan contributions and tax-efficient investment strategies for real estate professionals., Creating structured processes that reduce surprises and help clients stay focused on income generation., Specializing in financial solutions that address the unique needs and challenges of commercial real estate brokers.

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.

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.

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.

Mariaca Wealth Management, LLC.

Wellington, 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.

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

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

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

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.

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

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

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

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.

Florida Financial Planning

Winter Garden, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategy, Tax Planning, Risk Management, Estate Planning, Cash Flow & Debt Management

Flat-Fee and Advice-Only financial planner located in Winter Garden, 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

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

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.

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

SAX Wealth Advisors

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

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.

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

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.

SAX Wealth Advisors

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

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.

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.

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

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

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

SAX Wealth Advisors

Jacksonville, FL

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

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.

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

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.

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

Savant Wealth Management

Satellite Beach, FL

Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

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

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.

Smith Bruer Advisors

Tallahassee, FL

Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning

You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.

Together Planning

Gainesville, FL

Specialties: Hourly Financial Planning, Cash Flow & Retirement Counsel, Investment Analysis, Insurance Sufficiency, Estate Planning Design

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

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

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.

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.

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

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

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.

Smith Bruer Advisors

Tallahassee, FL

Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning

You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.

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

My team and I specialize in serving professionals working in and retiring from the aero-space and defense industries. We work with select families 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.

Grand Life Financial

Stuart, FL

Specialties: Comprehensive Financial Planning, Tax Planning, Business Owner Consulting, Retirement Income Planning, Investing

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

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

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

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.

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

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.

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, Analyzing company benefits, Opening investment accounts and putting your cash to work

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.

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

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

Prudent Financial Planning

Naples, FL

Team Hewins

Boca Raton, FL

Kairos Private Wealth

Lake Mary, FL

Winged Wealth Management and Financial Planning LLC

Niceville, FL

Altrius Capital Management

Pensacola, FL

Financial Planning For Good

Saint Petersburg, FL

Green Financial Planning

Brooksville, FL

Tobias Financial Advisors

Plantation, FL

Kaul Financial Solutions

Satellite Beach, FL

Ballast Point Financial Planning, LLC

Orlando, FL

Financial Consulate

Fernandina Beach, FL

Financial Journey LLC

Pensacola, FL

Financial Planning By Design LLC

Indian Harbour Beach, FL

FamilyVest

Destin, FL

Macke Financial Advisory Group

Fort Myers, FL

Wise Stewardship Financial Planning, LLC

Sarasota, FL

Together Planning

Jacksonville, FL

Ocean Breeze Wealth LLC

Fernandina Beach, FL

Paradox Financial

Montverde, FL

Financial Guidance Group, Inc.

Palm Harbor, FL

Life After Grief Financial Planning

Orlando, FL

Core Wealth Management, Inc.

Jupiter, FL

Investment Advisory Professionals, LLC

Boca Raton, FL

Remote Financial Planner

West Palm Beach, FL

Marchand Faries Financial Management, Inc.

Keystone Heights, FL

JP Law and Wealth Advisors PLLC

Maitland, FL

Financial Pathway LLC

San Antonio, FL

SCM Investment Services

Naples, FL

MarketStrats

Cape Coral, FL

Financial Guidance Group, Inc.

Palm Harbor, FL

Rise Financial Partners LLC

Sarasota, FL

Financial Freedom

Sarasota, FL

Eppes Wealth Management, LLC

Satellite Beach, FL

Freedom Financial & Business Planning, LLC

Tampa, FL

Marchand Faries Financial Management, Inc.

Jupiter, FL

Team Hewins

Miami, FL

Dream Financial Planning, LLC

Miami, FL

Davis Capital Management

Jacksonville, FL

Mainstay Capital

Middleburg, FL

Lawrence Financial Planning, LLC

Tampa, FL

Clarity Capital Advisors

, FL

Brightscape Investment Centers

Miami, FL

Life Planning Partners, Inc.

Jacksonville, FL

Davis Capital Management

Jacksonville, FL