{ "path": "/advisors/fl/fee-only", "url": "https://advisorcensus.com/advisors/fl/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in Florida", "filters": {}, "scope_total": 638, "faq": [ { "q": "How many financial advisory firms are there in Florida?", "a": "AdvisorCensus lists 2,487 investment advisory firms with a principal office in Florida, from Form ADV filings as of October 2026: 1,115 SEC-registered, 1,052 state-registered, and 320 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Florida?", "a": "638 of the 2,487 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Florida offer financial planning?", "a": "1,125 of the 2,167 firms in Florida that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Florida fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 638 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 638 investment advisory firms with a principal office in Florida that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Florida: 638 firms from Form ADV filings as of October 2026.", "total_firms": 638, "page": 1, "total_pages": 13, "sort": "name", "registration_types": { "sec": 228, "state": 410, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 638 }, { "code": "percentage_of_aum", "count": 588 }, { "code": "hourly", "count": 243 }, { "code": "subscription", "count": 12 }, { "code": "fixed", "count": 293 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 252 }, { "code": "5_to_9", "count": 143 }, { "code": "10_to_19", "count": 147 }, { "code": "20_plus", "count": 96 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 254 }, { "code": "25m_100m", "count": 135 }, { "code": "100m_500m", "count": 144 }, { "code": "500m_1b", "count": 29 }, { "code": "1b_5b", "count": 28 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 43 } ], "firms": [ { "crd_number": 152985, "name": "1650 Wealth Management, LLC", "name_as_filed": "1650 WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/1650-wealth-management-llc-lighthouse-point-fl-152985", "city": "Lighthouse Point", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343914, "name": "365SUNDAYS Wealth LLC", "name_as_filed": "365SUNDAYS WEALTH LLC", "url": "https://advisorcensus.com/firm/365sundays-wealth-llc-343914", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307530, "name": "369 Financial LLC", "name_as_filed": "369 FINANCIAL LLC", "url": "https://advisorcensus.com/firm/369-financial-llc-jacksonville-fl-307530", "city": "Jacksonville", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321241, "name": "38X Holdings Inc", "name_as_filed": "38X HOLDINGS INC", "url": "https://advisorcensus.com/firm/38x-holdings-inc-321241", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154279, "name": "401K Generation", "name_as_filed": "401K GENERATION", "url": "https://advisorcensus.com/firm/401k-generation-altamonte-springs-fl-154279", "city": "Altamonte Springs,", "state": "FL", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325325, "name": "55 North Private Wealth", "name_as_filed": "55 NORTH PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/55-north-private-wealth-winter-park-fl-325325", "city": "Winter Park", "state": "FL", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141921, "name": "A.E. Laufer Financial Services, Inc.", "name_as_filed": "A.E. LAUFER FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/a-e-laufer-financial-services-inc-ft-lauderdale-fl-141921", "city": "Ft Lauderdale", "state": "FL", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142835, "name": "Aber Investments", "name_as_filed": "ABER INVESTMENTS", "url": "https://advisorcensus.com/firm/aber-investments-142835", "city": null, "state": null, "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 165593, "name": "Advanced Math Investing Inc", "name_as_filed": "ADVANCED MATH INVESTING INC", "url": "https://advisorcensus.com/firm/advanced-math-investing-inc-165593", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116059, "name": "Advantage Investing, Inc.", "name_as_filed": "ADVANTAGE INVESTING, INC.", "url": "https://advisorcensus.com/firm/advantage-investing-inc-coral-gables-fl-116059", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282087, "name": "Advise Financial", "name_as_filed": "ADVISE FINANCIAL", "url": "https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 282944, "name": "Advisorplanner, LLC", "name_as_filed": "ADVISORPLANNER, LLC", "url": "https://advisorcensus.com/firm/advisorplanner-llc-282944", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111545, "name": "Affiliated Private Investors LLC", "name_as_filed": "AFFILIATED PRIVATE INVESTORS LLC", "url": "https://advisorcensus.com/firm/affiliated-private-investors-llc-west-palm-beach-fl-111545", "city": "West Palm Beach", "state": "FL", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162858, "name": "AFT, Forsyth & Sober, LLC", "name_as_filed": "AFT, FORSYTH & SOBER, LLC", "url": "https://advisorcensus.com/firm/aft-forsyth-and-sober-llc-valrico-fl-162858", "city": "Valrico", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137404, "name": "AFT, Forsyth and Company, Inc.", "name_as_filed": "AFT, FORSYTH AND COMPANY, INC.", "url": "https://advisorcensus.com/firm/aft-forsyth-and-company-inc-jupiter-fl-137404", "city": "Jupiter", "state": "FL", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331966, "name": "Agile Investment Management, LLC", "name_as_filed": "AGILE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/agile-investment-management-llc-palm-coast-fl-331966", "city": "Palm Coast", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291151, "name": "AK Global Investment Management, LLC", "name_as_filed": "AK GLOBAL INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ak-global-investment-management-llc-291151", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318090, "name": "Albatroz Capital", "name_as_filed": "ALBATROZ CAPITAL", "url": "https://advisorcensus.com/firm/albatroz-capital-key-biscayne-fl-318090", "city": "Key Biscayne", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297670, "name": "ALES29 Advisors, Inc", "name_as_filed": "ALES29 ADVISORS, INC", "url": "https://advisorcensus.com/firm/ales29-advisors-inc-297670", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 138537, "name": "Alhambra Investment Management LLC", "name_as_filed": "ALHAMBRA INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alhambra-investment-management-llc-palmetto-bay-fl-138537", "city": "Palmetto Bay", "state": "FL", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343143, "name": "Aligned Wealth Advisors, LLC", "name_as_filed": "ALIGNED WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/aligned-wealth-advisors-llc-miami-fl-343143", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307144, "name": "Allie Family Office LLC", "name_as_filed": "ALLIE FAMILY OFFICE LLC", "url": "https://advisorcensus.com/firm/allie-family-office-llc-miami-fl-307144", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282295, "name": "Alpha Mode Capital LLC", "name_as_filed": "ALPHA MODE CAPITAL LLC", "url": "https://advisorcensus.com/firm/alpha-mode-capital-llc-282295", "city": null, "state": null, "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141006, "name": "Alphaq Advisors", "name_as_filed": "ALPHAQ ADVISORS", "url": "https://advisorcensus.com/firm/alphaq-advisors-winter-park-fl-141006", "city": "Winter Park", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331315, "name": "Alternative Finance LLC", "name_as_filed": "ALTERNATIVE FINANCE LLC", "url": "https://advisorcensus.com/firm/alternative-finance-llc-coral-gables-fl-331315", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315952, "name": "Althum Advisors LLC", "name_as_filed": "ALTHUM ADVISORS LLC", "url": "https://advisorcensus.com/firm/althum-advisors-llc-miami-fl-315952", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316734, "name": "Altior Capital", "name_as_filed": "ALTIOR CAPITAL", "url": "https://advisorcensus.com/firm/altior-capital-winter-park-fl-316734", "city": "Winter Park", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282816, "name": "American Dream", "name_as_filed": "AMERICAN DREAM", "url": "https://advisorcensus.com/firm/american-dream-st-petersburg-fl-282816", "city": "St. Petersburg", "state": "FL", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154050, "name": "American Family Legacy Group", "name_as_filed": "AMERICAN FAMILY LEGACY GROUP", "url": "https://advisorcensus.com/firm/american-family-legacy-group-tampa-fl-154050", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153607, "name": "Amerigo Asset Management Corporation", "name_as_filed": "AMERIGO ASSET MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/amerigo-asset-management-corporation-port-charlotte-fl-153607", "city": "Port Charlotte", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167806, "name": "Ames Capital Management, Inc.", "name_as_filed": "AMES CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ames-capital-management-inc-167806", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307704, "name": "AMG Wealth Management LLC", "name_as_filed": "AMG WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/amg-wealth-management-llc-307704", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342544, "name": "Anchor & Oak Wealth Advisors, LLC", "name_as_filed": "ANCHOR & OAK WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/anchor-and-oak-wealth-advisors-llc-marco-island-fl-342544", "city": "Marco Island", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126641, "name": "Anderson Financial Partners, Inc.", "name_as_filed": "ANDERSON FINANCIAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/anderson-financial-partners-inc-ponte-vedra-fl-126641", "city": "Ponte Vedra", "state": "FL", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343233, "name": "Andromeda Wealth LLC", "name_as_filed": "ANDROMEDA WEALTH LLC", "url": "https://advisorcensus.com/firm/andromeda-wealth-llc-miami-fl-343233", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341049, "name": "Anter Capital LLC", "name_as_filed": "ANTER CAPITAL LLC", "url": "https://advisorcensus.com/firm/anter-capital-llc-341049", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156551, "name": "Antonetti Capital Management, LLC", "name_as_filed": "ANTONETTI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/antonetti-capital-management-llc-naples-fl-156551", "city": "Naples", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285721, "name": "Aristotle Atlantic Partners, LLC", "name_as_filed": "ARISTOTLE ATLANTIC PARTNERS, LLC", "url": "https://advisorcensus.com/firm/aristotle-atlantic-partners-llc-sarasota-fl-285721", "city": "Sarasota", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337491, "name": "Arkhe Wealth Management", "name_as_filed": "ARKHE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/arkhe-wealth-management-miami-fl-337491", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 150618, "name": "Arlen Wealth Management, LLC", "name_as_filed": "ARLEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arlen-wealth-management-llc-sarasota-fl-150618", "city": "Sarasota", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150416, "name": "Armada Advisors", "name_as_filed": "ARMADA ADVISORS", "url": "https://advisorcensus.com/firm/armada-advisors-pensacola-fl-150416", "city": "Pensacola", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305342, "name": "Arthurs Wealth Management", "name_as_filed": "ARTHURS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/arthurs-wealth-management-ponte-vedra-beach-fl-305342", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329553, "name": "Ascend Wealth Advisors, LLC", "name_as_filed": "ASCEND WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ascend-wealth-advisors-llc-jacksonville-beach-fl-329553", "city": "Jacksonville Beach", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141587, "name": "Ashford Investment Advisors", "name_as_filed": "ASHFORD INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/ashford-investment-advisors-daytona-beach-fl-141587", "city": "Daytona Beach", "state": "FL", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 141612, "name": "Asset Advisory Group, Inc.", "name_as_filed": "ASSET ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/asset-advisory-group-inc-141612", "city": null, "state": null, "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 316980, "name": "Atlas Capital Advisory LLC", "name_as_filed": "ATLAS CAPITAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/atlas-capital-advisory-llc-316980", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ 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