A complete list of active advisors currently associated with Florida Financial Planning LLC

Warmer can help you find a great advisor at Florida Financial Planning LLC or one who fits your needs even better.

Florida Financial Planning LLC is a registered investment adviser that provides comprehensive financial planning to individuals and high‑net‑worth individuals, offering both ongoing and one‑time project engagements that cover retirement planning, estate and tax planning, cash‑flow and debt management, business planning, insurance review, and investment analysis. The firm operates on a fee‑only basis and may recommend third‑party professionals (attorneys, accountants, custodians) without receiving referral compensation. The firm’s planning process emphasizes holistic analysis and written plans, using cash‑flow modeling and a mix of analytical approaches—fundamental, technical, cyclical analysis and principles from Modern Portfolio Theory—for investment recommendations included in those plans. It does not provide discretionary investment management, does not accept custody of client assets, and clients are responsible for implementing recommendations through their chosen custodians. Compared with many peers in the investment‑manager space, the firm does not charge percentage‑of‑assets‑under‑management fees and does not offer performance‑based or wrap arrangements, relying instead on fixed and recurring planning fees and project engagements. The firm is newly established and led by a CFP® professional with prior advisory experience, making its emphasis on fee‑only financial planning rather than discretionary asset management a distinguishing feature.

To learn more about the advisors currently working at Florida Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.