# Fee-only financial advisors in Florida

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/fee-only/page/13

## At a glance

- Investment advisory firms: 638
- Registration: SEC-registered investment adviser: 228, State-registered investment adviser: 410
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 638 (100%); Percentage of assets 588 (92%); Hourly charges 243 (38%); Subscription fees (newsletter or periodical) 12 (2%); Fixed fees 293 (46%)
- Regulatory assets under management (Item 5.F): Under $25 million 254 (40%); $25 million to $100 million 135 (21%); $100 million to $500 million 144 (23%); $500 million to $1 billion 29 (5%); $1 billion to $5 billion 28 (4%); Over $5 billion 5 (1%); Not reported 43 (7%)
- Years registered: Under 5 years 252 (39%); 5 to 9 years 143 (22%); 10 to 19 years 147 (23%); 20 years or more 96 (15%)

## Firms (page 13 of 13, 601 to 638 of 638, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Vardell Strategies LLC](https://advisorcensus.com/firm/vardell-strategies-llc-341932) ([md](https://advisorcensus.com/firm/vardell-strategies-llc-341932.md)) | 341932 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Varney Wealth Management](https://advisorcensus.com/firm/varney-wealth-management-318786) ([md](https://advisorcensus.com/firm/varney-wealth-management-318786.md)) | 318786 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | Hourly |
| [Velaris Wealth Management](https://advisorcensus.com/firm/velaris-wealth-management-orlando-fl-340592) ([md](https://advisorcensus.com/firm/velaris-wealth-management-orlando-fl-340592.md)) | 340592 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Subscription |
| [Veltria Advisors Corp.](https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514) ([md](https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514.md)) | 189514 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Venturemfo LLC](https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331) ([md](https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331.md)) | 304331 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Verdara PPP LLC](https://advisorcensus.com/firm/verdara-ppp-llc-tampa-fl-339710) ([md](https://advisorcensus.com/firm/verdara-ppp-llc-tampa-fl-339710.md)) | 339710 | Tampa, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Vest Assured, Inc.](https://advisorcensus.com/firm/vest-assured-inc-137390) ([md](https://advisorcensus.com/firm/vest-assured-inc-137390.md)) | 137390 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Vetoshko Wealth Management](https://advisorcensus.com/firm/vetoshko-wealth-management-343621) ([md](https://advisorcensus.com/firm/vetoshko-wealth-management-343621.md)) | 343621 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Vidal Wealth Management](https://advisorcensus.com/firm/vidal-wealth-management-332886) ([md](https://advisorcensus.com/firm/vidal-wealth-management-332886.md)) | 332886 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Fixed fee |
| [Vitesse One Wealth LLC](https://advisorcensus.com/firm/vitesse-one-wealth-llc-st-petersburg-fl-343089) ([md](https://advisorcensus.com/firm/vitesse-one-wealth-llc-st-petersburg-fl-343089.md)) | 343089 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Volatility Shares LLC](https://advisorcensus.com/firm/volatility-shares-llc-palm-beach-gardens-fl-321955) ([md](https://advisorcensus.com/firm/volatility-shares-llc-palm-beach-gardens-fl-321955.md)) | 321955 | Palm Beach Gardens, FL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets |
| [W Bradley Wealth Management LLC](https://advisorcensus.com/firm/w-bradley-wealth-management-llc-333063) ([md](https://advisorcensus.com/firm/w-bradley-wealth-management-llc-333063.md)) | 333063 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | Hourly, Fixed fee |
| [W. V. Legg Financial Management LLC](https://advisorcensus.com/firm/w-v-legg-financial-management-llc-165372) ([md](https://advisorcensus.com/firm/w-v-legg-financial-management-llc-165372.md)) | 165372 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Waldo Investment Advisors, LLC](https://advisorcensus.com/firm/waldo-investment-advisors-llc-171722) ([md](https://advisorcensus.com/firm/waldo-investment-advisors-llc-171722.md)) | 171722 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Walters Strategic Advisors, LLC](https://advisorcensus.com/firm/walters-strategic-advisors-llc-sarasota-fl-310582) ([md](https://advisorcensus.com/firm/walters-strategic-advisors-llc-sarasota-fl-310582.md)) | 310582 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Walton Rahal CPAS PLLC](https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545) ([md](https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545.md)) | 142545 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Washburn Capital Management Inc.](https://advisorcensus.com/firm/washburn-capital-management-inc-vero-beach-fl-125708) ([md](https://advisorcensus.com/firm/washburn-capital-management-inc-vero-beach-fl-125708.md)) | 125708 | Vero Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Waters, James J.](https://advisorcensus.com/firm/waters-james-j-3508-bayfair-place-fl-322885) ([md](https://advisorcensus.com/firm/waters-james-j-3508-bayfair-place-fl-322885.md)) | 322885 | 3508 Bayfair Place, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Waterside Investment Advisers LLC](https://advisorcensus.com/firm/waterside-investment-advisers-llc-sarasota-fl-309788) ([md](https://advisorcensus.com/firm/waterside-investment-advisers-llc-sarasota-fl-309788.md)) | 309788 | Sarasota, FL | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Waypoints Financial](https://advisorcensus.com/firm/waypoints-financial-sebring-fl-157494) ([md](https://advisorcensus.com/firm/waypoints-financial-sebring-fl-157494.md)) | 157494 | Sebring, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Wealth Management Services Inc.](https://advisorcensus.com/firm/wealth-management-services-inc-164379) ([md](https://advisorcensus.com/firm/wealth-management-services-inc-164379.md)) | 164379 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly |
| [Wealth Warden Partners](https://advisorcensus.com/firm/wealth-warden-partners-tampa-fl-337835) ([md](https://advisorcensus.com/firm/wealth-warden-partners-tampa-fl-337835.md)) | 337835 | Tampa, FL | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [WEALTHADVISOR365](https://advisorcensus.com/firm/wealthadvisor365-tampa-fl-328400) ([md](https://advisorcensus.com/firm/wealthadvisor365-tampa-fl-328400.md)) | 328400 | Tampa, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wellth Financial Planning](https://advisorcensus.com/firm/wellth-financial-planning-north-palm-beach-fl-310300) ([md](https://advisorcensus.com/firm/wellth-financial-planning-north-palm-beach-fl-310300.md)) | 310300 | North Palm Beach, FL | State-registered investment adviser | Under $25 million | 5 | Fixed fee |
| [West Pine 43 LLC](https://advisorcensus.com/firm/west-pine-43-llc-west-palm-beach-fl-326789) ([md](https://advisorcensus.com/firm/west-pine-43-llc-west-palm-beach-fl-326789.md)) | 326789 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Westerfield Investment Management](https://advisorcensus.com/firm/westerfield-investment-management-171248) ([md](https://advisorcensus.com/firm/westerfield-investment-management-171248.md)) | 171248 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Whalerock Point Partners, LLC](https://advisorcensus.com/firm/whalerock-point-partners-llc-west-palm-beach-fl-140781) ([md](https://advisorcensus.com/firm/whalerock-point-partners-llc-west-palm-beach-fl-140781.md)) | 140781 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee |
| [Wiggin Financial Services](https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596) ([md](https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596.md)) | 151596 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Wild Iris Financial](https://advisorcensus.com/firm/wild-iris-financial-st-petersburg-fl-341074) ([md](https://advisorcensus.com/firm/wild-iris-financial-st-petersburg-fl-341074.md)) | 341074 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [William D Hughes](https://advisorcensus.com/firm/william-d-hughes-284272) ([md](https://advisorcensus.com/firm/william-d-hughes-284272.md)) | 284272 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Wise Financial Strategies, LLC](https://advisorcensus.com/firm/wise-financial-strategies-llc-lakeland-fl-339861) ([md](https://advisorcensus.com/firm/wise-financial-strategies-llc-lakeland-fl-339861.md)) | 339861 | Lakeland, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Wise Stewardship Financial Planning, LLC](https://advisorcensus.com/firm/wise-stewardship-financial-planning-llc-lakewood-ranch-fl-299721) ([md](https://advisorcensus.com/firm/wise-stewardship-financial-planning-llc-lakewood-ranch-fl-299721.md)) | 299721 | Lakewood Ranch, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [WM Advisors USA LLC](https://advisorcensus.com/firm/wm-advisors-usa-llc-323133) ([md](https://advisorcensus.com/firm/wm-advisors-usa-llc-323133.md)) | 323133 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Wyand Wealth LLC](https://advisorcensus.com/firm/wyand-wealth-llc-339470) ([md](https://advisorcensus.com/firm/wyand-wealth-llc-339470.md)) | 339470 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Wynwood Capital, LLC](https://advisorcensus.com/firm/wynwood-capital-llc-miami-fl-284493) ([md](https://advisorcensus.com/firm/wynwood-capital-llc-miami-fl-284493.md)) | 284493 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | Fixed fee |
| [Yale Capital Corp.](https://advisorcensus.com/firm/yale-capital-corp-st-petersburg-fl-126992) ([md](https://advisorcensus.com/firm/yale-capital-corp-st-petersburg-fl-126992.md)) | 126992 | St. Petersburg, FL | SEC-registered investment adviser | Over $5 billion | 21 | % of assets |
| [Zeniki Wealth](https://advisorcensus.com/firm/zeniki-wealth-tampa-fl-328778) ([md](https://advisorcensus.com/firm/zeniki-wealth-tampa-fl-328778.md)) | 328778 | Tampa, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Zuraw Financial](https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527) ([md](https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527.md)) | 164527 | Delray Beach, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/fl/fee-only/page/12.md

## Questions people ask

**How many financial advisory firms are there in Florida?**
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.

**How many fee-only financial advisors are in Florida?**
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.

**How many financial advisors in Florida offer financial planning?**
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.

**Are the financial advisors in Florida fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Florida](https://advisorcensus.com/advisors/fl) (https://advisorcensus.com/advisors/fl.md)
- [Flat-fee financial advisors in Florida](https://advisorcensus.com/advisors/fl/flat-fee) (https://advisorcensus.com/advisors/fl/flat-fee.md)
- [Hourly financial advisors in Florida](https://advisorcensus.com/advisors/fl/hourly) (https://advisorcensus.com/advisors/fl/hourly.md)
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Cite as: AdvisorCensus. Fee-only financial advisors in Florida: 638 firms from Form ADV filings as of October 2026.