Ways to browse Flat-fee advisors serving Florida

Pick a specialty to browse more Flat-fee advisors serving Florida.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	17,570
Retired	12,585
Wealth management	9,615
Executive	8,541
Tax-loss harvesting	7,928
Retirement plans for business owners (SEP, solo 401k)	6,185
General retirement planning	3,758
Private / alternative investments	3,354
Annuities	3,310
Retirement income strategy	3,175
College savings (529s, UTMA, etc.)	2,984
Options & derivatives strategies	2,957
Active portfolio management	2,283
Business exit / sale strategy	2,135
ESG / Sustainable investing	2,023
Cash flow / budgeting	1,607
General estate planning guidance	1,591
Self-Employed	1,467
Business succession planning	1,447
HENRY (High Earners, Not Rich Yet)	1,380
Approaching retirement	1,302
Charitable giving & philanthropy	1,223
Concentrated stock management	1,162
Real estate investing	948
Passive / index investing	824
Income planning	481
Established Professionals	409
General tax planning	408
Social Security optimization	374
Business ownership considerations	338
Financial Professional	306
Mid-Career Professionals	296
Retirement withdrawal strategies	295
Debt management	247
Long-term care insurance	237
Equity compensation tax strategy	213
Tax strategies for small businesses	171
Values-based investing	119
Charitable giving tax strategies	116
Educators, Teachers, and Academics	111
Life insurance needs analysis	104
Family Business	101
Women Professionals	101
Roth conversion strategy	94
Factor investing / smart beta	93
Business sale tax planning	84
Divorce financial planning	77
Doctor or Medical Professional	61
Retired	59
Dentist	45
Young Professionals	44
Medicare planning	38
Religious/faith focused	38
Planning for children with special needs	32
Attorney	30
Professional Athlete	28
Equity Recipients (RS/RSU, SOP, ESPP)	25
Multi-generational wealth transfer	24
Young Families	22
Business Financial Management	20
Liquidity event planning	20
Expats	19
Intergenerational Families	19
Military & Veterans	19
Stock option exercise strategy	19
Early retirement planning	16
Trust structures (GRAT, IDGT, revocable)	13
Disability insurance	12
Married/Couples/Partners	12
Parents	12
Christian Faith Based	11
Divorced	11
Cross-border / expatriate tax planning	10
Elder care planning	10
Government Employee	9
Airline Pilot	7
FIRE (Financial Independence Retire Early)	6
Widow/Widower	6
Real Estate Professional	5
Single Women	5
Sandwich Generation	4
Technology Professional	4
Dual Income Family	3
LGBTQIA	3
Student loan debt	3
Women's Finance	3

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