Browse all Flat-fee advisors in Florida

Every advisor below is licensed to work with clients in Florida. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Florida advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	17,495
Retired	12,559
Wealth management	9,461
Executive	8,458
Tax-loss harvesting	7,869
Retirement plans for business owners (SEP, solo 401k)	6,179
General retirement planning	3,780
Annuities	3,316
Private / alternative investments	3,186
Retirement income strategy	3,123
College savings (529s, UTMA, etc.)	2,980
Options & derivatives strategies	2,948
Active portfolio management	2,193
Business exit / sale strategy	2,127
ESG / Sustainable investing	2,021
Cash flow / budgeting	1,611
Self-Employed	1,467
Business succession planning	1,448
Approaching retirement	1,305
Charitable giving & philanthropy	1,240
HENRY (High Earners, Not Rich Yet)	1,217
Concentrated stock management	1,166
Real estate investing	945
Passive / index investing	833
General estate planning guidance	480
Income planning	476
General tax planning	407
Social Security optimization	397
Business ownership considerations	307
Financial Professional	305
Mid-Career Professionals	292
Retirement withdrawal strategies	281
Debt management	247
Established Professionals	240
Long-term care insurance	240
Equity compensation tax strategy	212
Tax strategies for small businesses	159
Values-based investing	120
Charitable giving tax strategies	116
Educators, Teachers, and Academics	113
Life insurance needs analysis	101
Women Professionals	100
Factor investing / smart beta	94
Roth conversion strategy	89
Business sale tax planning	84
Family Business	79
Divorce financial planning	77
Doctor or Medical Professional	61
Retired	59
Dentist	44
Young Professionals	44
Medicare planning	38
Religious/faith focused	38
Professional Athlete	31
Attorney	30
Multi-generational wealth transfer	22
Young Families	22
Business Financial Management	20
Liquidity event planning	20
Military & Veterans	19
Stock option exercise strategy	19
Expats	18
Intergenerational Families	17
Early retirement planning	16
Disability insurance	15
Equity Recipients (RS/RSU, SOP, ESPP)	13
Trust structures (GRAT, IDGT, revocable)	13
Married/Couples/Partners	12
Christian Faith Based	11
Divorced	11
Cross-border / expatriate tax planning	10
Elder care planning	10
Parents	9
Airline Pilot	8
Government Employee	8
FIRE (Financial Independence Retire Early)	6
Technology Professional	6
Widow/Widower	6
Real Estate Professional	5
Single Women	5
Sandwich Generation	4
Dual Income Family	3
Entity structure planning (LLC, S-Corp)	3
Immigrants	3
LGBTQIA	3
Student loan debt	3
Women's Finance	3

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