Financial Planners in Florida

Financial Planners by City

• Jacksonville (6)
• Gainesville (5)

Top financial planners in Florida

Cities With Fewer Than 5 Financial Planners

These cities are covered on the full city page.

• Lakeland (4)
• Boca Raton (4)
• Orlando (3)
• Miami (3)
• Clearwater (3)
• Tampa (3)
• Sarasota (3)
• Fort Myers (2)
• Palm Beach Gardens (2)
• Aventura (2)
• Hialeah (1)
• West Palm Beach (1)
• Doral (1)
• Fort Lauderdale (1)
• Miami Beach (1)
• St. Petersburg (1)
• Naples (1)
• Tallahassee (1)
• Winter Park (1)
• Coral Gables (1)
• Jupiter (1)

Other Financial Planners in Florida

43 financial planners in cities without a financial planner page of their own.

• Joorney Miami Beach
• Miami Tax & Audit LLC Miami
• Wagon Wheel Financial Naples
• Wealthcare Financial Boca Raton
• MANNA WEALTH MANAGEMENT Miami
• LCM Capital Advisors, LLC Sarasota
• Meridian Retirement Solutions LLC Boca Raton
• Bates Capital Lakeland
• Global Business Int'l | Consultoría de negocios e inversiones Miami
• Team Hewins Boca Raton
• Greg Smith - Raymond James Newberry
• American Financial Advisors Winter Park
• Ackerman Financial Group Clearwater
• Northwestern Mutual West Palm Beach
• Northwestern Mutual Warner Financial Group Palm Beach Gardens
• Stanley Wealth & Retirement Sarasota
• Ernst & Young Tampa
• Moisand Fitzgerald Tamayo, LLC Orlando
• Rehmann Jupiter
• Rehmann Orlando
• Global Wealth Management Fort Lauderdale
• Noble Notary & Legal Document Preparers Port Orange
• Linde Legal | Elder Law & Medicaid Planning Coral Gables
• Gulf Coast Wealth Advisors: Jeff LaBelle Sarasota
• Green Era Financial Clearwater
• Creative Planning Boca Raton
• Allen & Company of Florida, Inc. Lakeland
• B&O Trust services Doral
• Larson Accounting Group Orlando
• Legacy Business Plans | Miami Business Plan Writer North Bay Village
• Morris Financial - Northwestern Mutual Aventura
• ProVise Management Group Inc. Clearwater
• Uhler Vertich White Advisors Fort Myers
• Bank of America Financial Center Aventura
• Walser Wealth Management Tampa
• Family Tree Financial Services, LLC Fort Myers
• CPS Investment Advisors Lakeland
• Smith, Stohlman, James & Gardere, P.A. Palm Beach Gardens
• Wall Titus Financial Lakeland
• Burkart Financial Group, Inc. St. Petersburg
• Sosa Accounting & Tax Services Hialeah
• PNC Private Bank Tampa
• Vaughn Poppell, CPA Tallahassee

Frequently asked questions

How many financial planners are in Florida?

We list 54 financial planners across Florida that have a website and a public review record, ranked by Google rating.

Financial planners and accountants?

Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.

How much do financial planners charge?

Fees vary by complexity. As a national reference: individual tax return $150–$450, monthly bookkeeping $200–$700, business return $500–$2,500+. Request a written estimate from each firm.