{
  "path": "/advisors/fl/fee-only",
  "url": "https://advisorcensus.com/advisors/fl/fee-only/page/10",
  "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": "Find financial advisors in Florida who are paid only by client fees. 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "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": 10,
  "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": 339763,
      "name": "Portfoliolab",
      "name_as_filed": "PORTFOLIOLAB",
      "url": "https://advisorcensus.com/firm/portfoliolab-339763",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282426,
      "name": "Premia Global Advisors, LLC",
      "name_as_filed": "PREMIA GLOBAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/premia-global-advisors-llc-coral-gables-fl-282426",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154462,
      "name": "Preservation Capital Group",
      "name_as_filed": "PRESERVATION CAPITAL GROUP",
      "url": "https://advisorcensus.com/firm/preservation-capital-group-154462",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307066,
      "name": "Preservation Financial Management",
      "name_as_filed": "PRESERVATION FINANCIAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/preservation-financial-management-307066",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343116,
      "name": "Primaris Wealth Management",
      "name_as_filed": "PRIMARIS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/primaris-wealth-management-343116",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292269,
      "name": "Primus Trust",
      "name_as_filed": "PRIMUS TRUST",
      "url": "https://advisorcensus.com/firm/primus-trust-windermere-fl-292269",
      "city": "Windermere",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141567,
      "name": "Prince Asset Management, Inc.",
      "name_as_filed": "PRINCE ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/prince-asset-management-inc-sarasota-fl-141567",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148087,
      "name": "Princeton Asset Management, LLC",
      "name_as_filed": "PRINCETON ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/princeton-asset-management-llc-boca-raton-fl-148087",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124651,
      "name": "Prism Fund Solutions, Inc.",
      "name_as_filed": "PRISM FUND SOLUTIONS, INC.",
      "url": "https://advisorcensus.com/firm/prism-fund-solutions-inc-124651",
      "city": null,
      "state": null,
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128560,
      "name": "Private Wealth Group, LLC",
      "name_as_filed": "PRIVATE WEALTH GROUP, LLC",
      "url": "https://advisorcensus.com/firm/private-wealth-group-llc-tampa-fl-128560",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327124,
      "name": "Privileged Planning Inc.",
      "name_as_filed": "PRIVILEGED PLANNING INC.",
      "url": "https://advisorcensus.com/firm/privileged-planning-inc-green-cove-springs-fl-327124",
      "city": "Green Cove Springs",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105397,
      "name": "Professional Advisory Services Inc",
      "name_as_filed": "PROFESSIONAL ADVISORY SERVICES INC",
      "url": "https://advisorcensus.com/firm/professional-advisory-services-inc-vero-beach-fl-105397",
      "city": "Vero Beach",
      "state": "FL",
      "years_registered": 47,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288500,
      "name": "Prudent Financial Planning",
      "name_as_filed": "PRUDENT FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/prudent-financial-planning-naples-fl-288500",
      "city": "Naples",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310149,
      "name": "Pullen Investment Management",
      "name_as_filed": "PULLEN INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pullen-investment-management-bradenton-fl-310149",
      "city": "Bradenton",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339893,
      "name": "Quant Alpha Decisions LLC",
      "name_as_filed": "QUANT ALPHA DECISIONS LLC",
      "url": "https://advisorcensus.com/firm/quant-alpha-decisions-llc-naples-fl-339893",
      "city": "Naples",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342368,
      "name": "Quantic Advisors",
      "name_as_filed": "QUANTIC ADVISORS",
      "url": "https://advisorcensus.com/firm/quantic-advisors-342368",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165895,
      "name": "Quantitative Systematic Strategies LLC",
      "name_as_filed": "QUANTITATIVE SYSTEMATIC STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/quantitative-systematic-strategies-llc-st-augustine-fl-165895",
      "city": "St. Augustine",
      "state": "FL",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122190,
      "name": "R.E. Snow Private Wealth Management Group, LLC",
      "name_as_filed": "R.E. SNOW PRIVATE WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/r-e-snow-private-wealth-management-group-llc-estero-fl-122190",
      "city": "Estero",
      "state": "FL",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141192,
      "name": "Ralicki Wealth Management & Trust Services",
      "name_as_filed": "RALICKI WEALTH MANAGEMENT & TRUST SERVICES",
      "url": "https://advisorcensus.com/firm/ralicki-wealth-management-and-trust-services-stuart-fl-141192",
      "city": "Stuart",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132827,
      "name": "Rall Capital Management, Inc.",
      "name_as_filed": "RALL CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/rall-capital-management-inc-rockledge-fl-132827",
      "city": "Rockledge",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154352,
      "name": "Rariden Investment Advisors, LLC",
      "name_as_filed": "RARIDEN INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/rariden-investment-advisors-llc-oviedo-fl-154352",
      "city": "Oviedo",
      "state": "FL",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164524,
      "name": "RBF Capital Management, Inc.",
      "name_as_filed": "RBF CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/rbf-capital-management-inc-sarasota-fl-164524",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329301,
      "name": "RC Private Wealth, LLC",
      "name_as_filed": "RC PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/rc-private-wealth-llc-miami-fl-329301",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143352,
      "name": "Reality Financial Planning Services, LLC",
      "name_as_filed": "REALITY FINANCIAL PLANNING SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/reality-financial-planning-services-llc-sarasota-fl-143352",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277139,
      "name": "Red Griffin Wealth Management LLC",
      "name_as_filed": "RED GRIFFIN WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/red-griffin-wealth-management-llc-277139",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174748,
      "name": "Red Reef Advisors LLC",
      "name_as_filed": "RED REEF ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/red-reef-advisors-llc-boca-raton-fl-174748",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300871,
      "name": "Reef Advisors LLC",
      "name_as_filed": "REEF ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/reef-advisors-llc-300871",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329022,
      "name": "Reif Portfolio Management",
      "name_as_filed": "REIF PORTFOLIO MANAGEMENT",
      "url": "https://advisorcensus.com/firm/reif-portfolio-management-329022",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340302,
      "name": "Remedium Capital Partners",
      "name_as_filed": "REMEDIUM CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/remedium-capital-partners-west-palm-beach-fl-340302",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284297,
      "name": "Remote Financial Planner, LLC",
      "name_as_filed": "REMOTE FINANCIAL PLANNER, LLC",
      "url": "https://advisorcensus.com/firm/remote-financial-planner-llc-west-palm-beach-fl-284297",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316188,
      "name": "Resnick Wealth Alliance, LLC",
      "name_as_filed": "RESNICK WEALTH ALLIANCE, LLC",
      "url": "https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317054,
      "name": "Resolute Capital, LLC",
      "name_as_filed": "RESOLUTE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/resolute-capital-llc-317054",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285862,
      "name": "Reynolds Capital Management, Inc.",
      "name_as_filed": "REYNOLDS CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/reynolds-capital-management-inc-safety-harbor-fl-285862",
      "city": "Safety Harbor",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109638,
      "name": "Rezny Wealth Management, Inc.",
      "name_as_filed": "REZNY WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/rezny-wealth-management-inc-fort-myers-fl-109638",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304972,
      "name": "Riccio & Associates",
      "name_as_filed": "RICCIO & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/riccio-and-associates-304972",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160351,
      "name": "Richards Financial",
      "name_as_filed": "RICHARDS FINANCIAL",
      "url": "https://advisorcensus.com/firm/richards-financial-riviera-beach-fl-160351",
      "city": "Riviera Beach",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311583,
      "name": "Rinaldi Wealth Management, Inc.",
      "name_as_filed": "RINALDI WEALTH MANAGEMENT, INC.",
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    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}
