{
  "path": "/advisors/fl/fee-only",
  "url": "https://advisorcensus.com/advisors/fl/fee-only/page/12",
  "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": 12,
  "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": 158483,
      "name": "Strategic Wealth Partners Inc.",
      "name_as_filed": "STRATEGIC WEALTH PARTNERS INC.",
      "url": "https://advisorcensus.com/firm/strategic-wealth-partners-inc-158483",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334443,
      "name": "Strive Retirement Group",
      "name_as_filed": "STRIVE RETIREMENT GROUP",
      "url": "https://advisorcensus.com/firm/strive-retirement-group-daytona-beach-fl-334443",
      "city": "Daytona Beach",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173580,
      "name": "Strivus Wealth Partners LLC",
      "name_as_filed": "STRIVUS WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/strivus-wealth-partners-llc-jacksonville-beach-fl-173580",
      "city": "Jacksonville Beach",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174673,
      "name": "Sulzberger Capital Advisors, Inc.",
      "name_as_filed": "SULZBERGER CAPITAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/sulzberger-capital-advisors-inc-miami-fl-174673",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165110,
      "name": "Sun Creek Holdings LLC",
      "name_as_filed": "SUN CREEK  HOLDINGS LLC",
      "url": "https://advisorcensus.com/firm/sun-creek-holdings-llc-coral-gables-fl-165110",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159409,
      "name": "Sunrise Wealth Management, LLC",
      "name_as_filed": "SUNRISE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/sunrise-wealth-management-llc-159409",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329858,
      "name": "Susko Wealth Advisors",
      "name_as_filed": "SUSKO WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/susko-wealth-advisors-naples-fl-329858",
      "city": "Naples",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151948,
      "name": "Syntax Research, Inc.",
      "name_as_filed": "SYNTAX RESEARCH, INC.",
      "url": "https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141563,
      "name": "T.L. Eddy Financial Services, Inc.",
      "name_as_filed": "T.L. EDDY FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/t-l-eddy-financial-services-inc-141563",
      "city": null,
      "state": null,
      "years_registered": 29,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335276,
      "name": "Tactical Financial Planning Inc",
      "name_as_filed": "TACTICAL FINANCIAL PLANNING INC",
      "url": "https://advisorcensus.com/firm/tactical-financial-planning-inc-malabar-fl-335276",
      "city": "Malabar",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337994,
      "name": "Tapa Private Wealth Inc.",
      "name_as_filed": "TAPA PRIVATE WEALTH INC.",
      "url": "https://advisorcensus.com/firm/tapa-private-wealth-inc-key-west-fl-337994",
      "city": "Key West",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174017,
      "name": "Tbcpa, Inc.",
      "name_as_filed": "TBCPA, INC.",
      "url": "https://advisorcensus.com/firm/tbcpa-inc-174017",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336718,
      "name": "TCG Strategic Income Advisor LLC",
      "name_as_filed": "TCG STRATEGIC INCOME ADVISOR LLC",
      "url": "https://advisorcensus.com/firm/tcg-strategic-income-advisor-llc-west-palm-beach-fl-336718",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156086,
      "name": "Tegesta Capital, LLC",
      "name_as_filed": "TEGESTA CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/tegesta-capital-llc-jupiter-fl-156086",
      "city": "Jupiter",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324653,
      "name": "TEP Financial Solutions LLC",
      "name_as_filed": "TEP FINANCIAL SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/tep-financial-solutions-llc-324653",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342958,
      "name": "TGB Asset Management, LLC",
      "name_as_filed": "TGB ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tgb-asset-management-llc-342958",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141554,
      "name": "The Financial Pharmacist, Inc.",
      "name_as_filed": "THE FINANCIAL PHARMACIST, INC.",
      "url": "https://advisorcensus.com/firm/the-financial-pharmacist-inc-141554",
      "city": null,
      "state": null,
      "years_registered": 28,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159786,
      "name": "The Financial Preserve at Lonier Financial Advisory LLC",
      "name_as_filed": "THE FINANCIAL PRESERVE AT LONIER FINANCIAL ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/the-financial-preserve-at-lonier-financial-advisory-llc-159786",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108552,
      "name": "The Herzfeld Group",
      "name_as_filed": "THE HERZFELD GROUP",
      "url": "https://advisorcensus.com/firm/the-herzfeld-group-largo-fl-108552",
      "city": "Largo",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299115,
      "name": "The Money Guys",
      "name_as_filed": "THE MONEY GUYS",
      "url": "https://advisorcensus.com/firm/the-money-guys-299115",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112983,
      "name": "The Palmer Knight Company",
      "name_as_filed": "THE PALMER KNIGHT COMPANY",
      "url": "https://advisorcensus.com/firm/the-palmer-knight-company-jacksonville-fl-112983",
      "city": "Jacksonville",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298570,
      "name": "The Tenret Company, LLC",
      "name_as_filed": "THE TENRET COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/the-tenret-company-llc-tampa-fl-298570",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287819,
      "name": "Third EYE Capital Management, LLC",
      "name_as_filed": "THIRD EYE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/third-eye-capital-management-llc-miami-beach-fl-287819",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333397,
      "name": "Thistle Wealth Management, LLC",
      "name_as_filed": "THISTLE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/thistle-wealth-management-llc-333397",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142143,
      "name": "Thomas R. Noonan, Inc.",
      "name_as_filed": "THOMAS R. NOONAN, INC.",
      "url": "https://advisorcensus.com/firm/thomas-r-noonan-inc-142143",
      "city": null,
      "state": null,
      "years_registered": 32,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333279,
      "name": "Three Oaks Partners Investment Counsel LLC",
      "name_as_filed": "THREE OAKS PARTNERS INVESTMENT COUNSEL LLC",
      "url": "https://advisorcensus.com/firm/three-oaks-partners-investment-counsel-llc-clearwater-fl-333279",
      "city": "Clearwater",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311400,
      "name": "Thureos Asset Management LLC",
      "name_as_filed": "THUREOS ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/thureos-asset-management-llc-miami-fl-311400",
      "city": "Miami",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164413,
      "name": "TIM Looney Investments, LLC",
      "name_as_filed": "TIM LOONEY INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/tim-looney-investments-llc-longwood-fl-164413",
      "city": "Longwood",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332980,
      "name": "Time Advisors USA, LLC",
      "name_as_filed": "TIME ADVISORS USA, LLC",
      "url": "https://advisorcensus.com/firm/time-advisors-usa-llc-332980",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104711,
      "name": "Tobias Financial Advisors",
      "name_as_filed": "TOBIAS FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711",
      "city": "Plantation",
      "state": "FL",
      "years_registered": 37,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175341,
      "name": "Together Planning",
      "name_as_filed": "TOGETHER PLANNING",
      "url": "https://advisorcensus.com/firm/together-planning-gainesville-fl-175341",
      "city": "Gainesville",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341389,
      "name": "Together Wealth Group LLC",
      "name_as_filed": "TOGETHER WEALTH GROUP LLC",
      "url": "https://advisorcensus.com/firm/together-wealth-group-llc-miami-beach-fl-341389",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308086,
      "name": "Tori",
      "name_as_filed": "TORI",
      "url": "https://advisorcensus.com/firm/tori-celebration-fl-308086",
      "city": "Celebration",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329417,
      "name": "Toring Financial Advisors, Inc.",
      "name_as_filed": "TORING FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/toring-financial-advisors-inc-palm-harbor-fl-329417",
      "city": "Palm Harbor",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286588,
      "name": "Total Financial Planning, LLC",
      "name_as_filed": "TOTAL FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/total-financial-planning-llc-286588",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344135,
      "name": "Tower Wealth Planning",
      "name_as_filed": "TOWER WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/tower-wealth-planning-344135",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336817,
      "name": "Trammell Wealth",
      "name_as_filed": "TRAMMELL WEALTH",
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    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}
