Advice-Only Financial Advisors in Florida

Browse verified advice-only financial advisors in Florida. These advisors provide unbiased financial advice without managing your investments or earning commissions — you pay only for their expertise.

Kevin Burkle

Kevin Burkle, CFP®

HCP Wealth Planning

One-time$2,400+
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I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.

Ideal for
Pre-Retirees • FIRE
Specializes in
Tax Strategies
Pre-Retirement Planning
Investments
Keith Hensley

Keith Hensley, CFP®

Florida Financial Planning

Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...

Ideal for
Pre-Retirees • Retirees
Specializes in
RetirementSocial SecurityPre-Retirement Planning
Alex Ammar

Alex Ammar, CFP®

Paradox Financial

One-time$6,000
Hourly$350/hr
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Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years

Ideal for
FIRE • DIY Investors
Specializes in
InvestmentsRetirementEstate Planning
Desiree  Kaul

Desiree Kaul, CFP®, ChFC®, EA

Kaul Financial Solutions

Monthly$200/mo
One-time$750+
Hourly$250/hr
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Finances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.

Ideal for
Veterans/Military Personnel • Government Employees
Specializes in
Tax Strategies
Pre-Retirement PlanningRetirement Life Planning
Jorge Soriano

Jorge Soriano, CFP®

Financial Optimist

Monthly$325+/mo
One-time$3,200+
Hourly$360/hr
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Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...

Ideal for
FIRE • Business Owners
Specializes in
RetirementTax StrategiesSmall Business
Holly Donaldson

Holly Donaldson, CFP®, MBA, MA

Step by Step for DIY Investors

One-time$3,400+
Hourly$425/hr
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With 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.

Ideal for
DIY Investors • Engineers and Scientists
Specializes in
Retirement
Tax Strategies
Investments
Dale Hershman

Dale Hershman

Sick Advisory Services

Annual$2,918/yr
One-time$918
Hourly$300/hr
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Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...

Ideal for
FIRE • Business Owners
Specializes in
Investments
Career PlanningInsurance